Connect Box and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
New File
New Folder
Task Assigned to you
New Comment
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Box and Swell Investing
Enable Integrations or automations with these events of Box and Swell Investing
Triggers
New Event
Triggered when a new event is performed.
New File
Trigger when a new file add to folder.
New Folder
Triggers when you add a new folder
Task Assigned to you
Triggered when you are assigned a task
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Actions
Create Folder
Create a new folder at the path you specify
Add Comment to file
Adds a new comment to a file
Add Task to File
Adds a task to a file
Add User as Collaborator
Add an individual user as collaborator on a folder
Move/Copy file
Moves or copies file from one folder to another
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Frequently Asked Questions
To start, connect both your Box and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Box triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Box 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 Box 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 Box 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 Box
Box is a cloud-based content management and file-sharing platform designed for businesses and individuals. It enables users to store, share, and collaborate on documents and files securely. Box is widely used for document management, file sharing, and team collaboration in both small businesses and large enterprises.
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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