Connect Altoviz and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Altoviz
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Altoviz and Swell Investing
Enable Integrations or automations with these events of Altoviz and Swell Investing
Actions
Find a Sales Invoice
Find a sales invoice by internal ID. Optionally creates a sales invoice if none are found
Find Settings
Find an application settings
Find a Product
Find a product by its number. Optionally create a product if none is found
Find a Customer
Finds a customer by email-ID. Optionally creates a new customer if none are found
Find a Contact
Find a contact by Email.Optionally create a contact if none are found
Create a Contact
Creates a new contact
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Frequently Asked Questions
To start, connect both your Altoviz and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Altoviz triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Altoviz 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.
The data sync between Altoviz and Swell Investing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Altoviz 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.
About Altoviz
Altoviz is a cloud-based invoicing and accounting platform** for small businesses, starting with a web application. It aims to empower entrepreneurs with an appealing and powerful platform.
Learn MoreAbout 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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