Connect DragApp and Swell Investing to Build Intelligent Automations
Enable Integrations or automations with these events of DragApp and Swell Investing
Enable Integrations or automations with these events of DragApp and Swell Investing
Triggers
New Task Cards
Retrieves task cards created in the selected board column within the specified time window.
Actions
Create Card
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add Card Comment
Add a comment to the card (found by title) in the selected board and column.
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Frequently Asked Questions
To start, connect both your DragApp and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in DragApp triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how DragApp 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 DragApp 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 DragApp 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 DragApp
Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
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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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