Connect ChartMogul and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ChartMogul
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of ChartMogul and Swell Investing
Enable Integrations or automations with these events of ChartMogul and Swell Investing
Actions
Create a Contact
Creates a contact object in ChartMogul under a specified customer within the selected data_source.
Create a Customer
Creates a customer object in ChartMogul under the specified data_source.
Search Customer by Email
Searches for a customer by email
Search Customer via External Id
Searches for a customer profile via customer's external id
Retrieve a Metric
Retrieves the specified metrics for the specified time
Retrieve a Customer Profile
Retrieves a customer profile using customer UUID
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Frequently Asked Questions
To start, connect both your ChartMogul and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in ChartMogul triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how ChartMogul 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 ChartMogul 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 ChartMogul 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 ChartMogul
ChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.
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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