Integrations Common Room Swell Investing
Common Room + Swell Investing

Connect Common Room and Swell Investing to Build Intelligent Automations

Choose a Trigger

Common Room

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of Common Room and Swell Investing

Enable Integrations or automations with these events of Common Room and Swell Investing

Actions

Add Activity From Third Party Source

Add Activity From Third Party Source

Adds an activity to a contact in your room.

Add Contact From Third Party Source

Add Contact From Third Party Source

Adds a contact to your room.

List Contact Custom Fields

List Contact Custom Fields

Get all the contact custom fields from Common Room

List Activity Types

List Activity Types

Get allActivity Types from Common Room

List Segments

List Segments

Get all segments from Common Room

List Tags

List Tags

Get all tags from Common Room.

Request a new Action for Common Room

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Frequently Asked Questions

How do I start an integration between Common Room and Swell Investing?

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

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

Absolutely. You can customize how Common Room 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 Common Room and Swell Investing?

The data sync between Common Room 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 Common Room 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 Common Room and Swell Investing?

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

Common Room

About Common Room

Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.

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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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