Integrations Callyzer Swell Investing
Callyzer + Swell Investing

Connect Callyzer and Swell Investing to Build Intelligent Automations

Choose a Trigger

Callyzer

When this happens...

Choose an Action

Swell Investing

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

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

Triggers

New Event

New Event

Trigger's when new event occurs.

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Actions

Fetch Employee Details

Fetch Employee Details

Retrieves details of registered employees, including numbers and tags.

Fetch Call History Report

Fetch Call History Report

Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.

Fetch Summary Report

Fetch Summary Report

Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.

Fetch Employee Summary Report

Fetch Employee Summary Report

Retrieves call counts, unique clients, and working hours for a given date range.

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Frequently Asked Questions

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

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

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

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

The data sync between Callyzer 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 Callyzer 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 Callyzer and Swell Investing?

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

Callyzer

About Callyzer

Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.

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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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