Connect DaySchedule and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking
New Contact
New Resource
New Campaigns
New Short Link
New Team
On Event Started
Event Scheduled
On Event Canceled
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of DaySchedule and Swell Investing
Enable Integrations or automations with these events of DaySchedule and Swell Investing
Triggers
New Booking
Triggers when new booking is schedule.
New Contact
Trigger when new contact is created.
New Resource
Trigger when new resouce is created .
New Campaigns
Trigger when new campaigns is created.
New Short Link
Trigger when new short link is created.
New Team
Trigger when new team is created.
Actions
Create Contact
Create a new Contact.
Create Invitee
Create new invitee on the DaySchedule.
Update Contact
Updates a contact.
List Bookings
Get a list of all bookings.
Know More About Dayschedule and Swell Investing Integrations
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Frequently Asked Questions
To start, connect both your DaySchedule and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in DaySchedule triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how DaySchedule 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 DaySchedule 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 DaySchedule 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 DaySchedule
DaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
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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