Integrations ConvertKit or Kit Swell Investing
ConvertKit or Kit + Swell Investing

Connect ConvertKit or Kit and Swell Investing to Build Intelligent Automations

Choose a Trigger

ConvertKit or Kit

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of ConvertKit or Kit and Swell Investing

Enable Integrations or automations with these events of ConvertKit or Kit and Swell Investing

Triggers

New Form Subscriber

New Form Subscriber

Triggers when a subscription occurs to a specific form

New Purchase

New Purchase

Triggers when a new purchase is added to your account.

New Tag Subscriber

New Tag Subscriber

Triggers when a specific tag is added to a subscriber

New Unsubscribe

New Unsubscribe

Triggers when a subscriber unsubscribes from your email.

Tag Removed From Subscriber

Tag Removed From Subscriber

Triggers when a specific tag is removed from a subscriber

Request a new Trigger for ConvertKit or Kit

Actions

Find a Subscriber

Find a Subscriber

Find a existing Subscriber via email.

Add Subscriber To Form

Add Subscriber To Form

Subscribe someone to a specific form.

Add Subscriber to Sequence

Add Subscriber to Sequence

Add a subscriber to a specific sequence.

Remove Tag From Subscriber

Remove Tag From Subscriber

Remove a specific tag from a subscriber.

Create Purchase

Create Purchase

Adds a purchase to a subscriber an existing purchase.

Add Tag to Subscriber

Add Tag to Subscriber

Add tag to a specific subscriber.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between ConvertKit or Kit and Swell Investing?

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

Can we customize how data from ConvertKit or Kit is recorded in Swell Investing?

Absolutely. You can customize how ConvertKit or Kit 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 ConvertKit or Kit and Swell Investing?

The data sync between ConvertKit or Kit 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 ConvertKit or Kit 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 ConvertKit or Kit and Swell Investing?

Yes, you can set conditional logic to control the flow of data between ConvertKit or Kit 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.

ConvertKit or Kit

About ConvertKit or Kit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

Learn More
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.

Learn More