Integrations Aircall Swell Investing
Aircall + Swell Investing

Connect Aircall and Swell Investing to Build Intelligent Automations

Choose a Trigger

Aircall

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of Aircall and Swell Investing

Enable Integrations or automations with these events of Aircall and Swell Investing

Triggers

New Contact

New Contact

Triggers when a new contact is created

Delete Contact

Delete Contact

Triggers when a new team is deleted

Update Contact

Update Contact

Triggers when an existing contact is updated

New User

New User

Triggers when a new user is created

Delete User

Delete User

Triggers when a new user is deleted

Delete Number

Delete Number

Triggers when a number is deleted

Actions

Create a User

Create a User

Creates a new user

Update a User

Update a User

Updates a user

Delete a User

Delete a User

Deletes a user

Create a Contact

Create a Contact

Creates a new contact

Check availability of a User

Check availability of a User

Retrieve the detailed availability of a specific User

Retrieve a User

Retrieve a User

Retrieve details of a specific User.

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Frequently Asked Questions

How do I start an integration between Aircall and Swell Investing?

To start, connect both your Aircall and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Aircall triggers actions in Swell Investing (or vice versa).

Can we customize how data from Aircall is recorded in Swell Investing?

Absolutely. You can customize how Aircall data is recorded in Swell Investing. This includes choosing which data fields go into which fields of Swell Investing, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Aircall and Swell Investing?

The data sync between Aircall and Swell Investing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Aircall to Swell Investing?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Aircall and Swell Investing?

Yes, you can set conditional logic to control the flow of data between Aircall and Swell Investing. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Aircall

About Aircall

Aircall is a cloud-based call center and phone system software designed to help businesses manage and streamline their communication processes. It offers features such as call routing, call recording, and integration with various CRM and helpdesk tools, making it ideal for sales and support teams.

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Swell Investing

About Swell Investing

Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.

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