Connect Bigin and Swell Investing to Build Intelligent Automations

Choose a Trigger

Bigin

When this happens...

Choose an Action

Swell Investing

Automatically do this!

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

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

Actions

Create Contact

Create Contact

Create a new contact

Get Organization Details

Get Organization Details

Retrieves the details of the organization.

Request a new Action for Bigin

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Frequently Asked Questions

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

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

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

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

The data sync between Bigin 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 Bigin 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 Bigin and Swell Investing?

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

Bigin

About Bigin

Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.

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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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