Connect Asana and Swell Investing to Build Intelligent Automations
Enable Integrations or automations with these events of Asana and Swell Investing
Enable Integrations or automations with these events of Asana and Swell Investing
Triggers
New Task
Triggered when a New Task is created in a Project.
New Story
Triggeres when a new story is added to a task.
Completed Task
Triggered when a task within a project is marked as completed. Does not trigger on completed subtasks.
New Tag Created
Triggeres when you create a new tag
New Comment
Triggers when a new comment is added on a task.
New Project
Triggers when a new Project is created.
Actions
Create a Project
Add a new project.
Delete a project
Deleting a project using project gid.
Create a Task
Creats a new task.
Update a Task
Update an existing task.
Create Section
Create a new section in the selected Asana project; optionally insert it before or after an existing section.
Create Subtask
Create a subtask under a specified parent task in Asana.
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Frequently Asked Questions
To start, connect both your Asana and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Asana triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Asana 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 Asana 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 Asana 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 Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
Learn More
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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