IntegrationsalowareSwell Investing
aloware + Swell Investing

Connect aloware and Swell Investing to Build Intelligent Automations

Choose a Trigger

aloware

When this happens...

Choose an Action

Swell Investing

Automatically do this!

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

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

Actions

Enroll Contact to Sequence

Enroll Contact to Sequence

Enrolls a contact to a sequence on your Aloware account. For more information, go to Aloware >> Integrations >> Sequences API

List Users

List Users

Get the list of users.

Search Contact

Search Contact

Search a Contact.

Request a new Action for aloware

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how aloware 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 aloware and Swell Investing?

The data sync between aloware 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 aloware 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 aloware and Swell Investing?

Yes, you can set conditional logic to control the flow of data between aloware 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.

aloware

About aloware

Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.

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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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