Integrations Clockodo Swell Investing
Clockodo + Swell Investing

Connect Clockodo and Swell Investing to Build Intelligent Automations

Choose a Trigger

Clockodo

When this happens...

Choose an Action

Swell Investing

Automatically do this!

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

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

Actions

Create Customer

Create Customer

Add a new customer with billing and status details and an optional note.

Create time entry

Create time entry

Add a work time entry with start and end times, project, customer, and billing details.

List customers

List customers

Retrieve all customers in your account.

Create Project

Create Project

Create a customer project with optional dates, budget, and billing settings to track time and costs.

Create  Service

Create Service

Creates a new service.

Create SubProject

Create SubProject

Create a subproject in a project with a name, billing, budget, and optional notes.

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Frequently Asked Questions

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

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

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

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

The data sync between Clockodo 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 Clockodo 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 Clockodo and Swell Investing?

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

Clockodo

About Clockodo

Clockodo is a comprehensive time tracking software designed to help businesses efficiently manage and monitor employee work hours. It offers detailed reporting and seamless integration with various tools to streamline operations.

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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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