Connect Easybroker and Swell Investing to Build Intelligent Automations
Enable Integrations or automations with these events of Easybroker and Swell Investing
Enable Integrations or automations with these events of Easybroker and Swell Investing
Triggers
New Contact
Triggers when a new contact is created.
New Contact Request
Triggers when a new contact request is created.
Actions
List All Contacts
Get all the contacts from Easybroker.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Gets a list of contact requests
Get Contact
Retrieves a specific contact and it's details by it's contact ID
Get Property
Retrieves a specific property and it's details by it's property ID
List All Collaborations
Get all the collaborations from Easybroker.
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Frequently Asked Questions
To start, connect both your Easybroker and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Easybroker 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 Easybroker 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 Easybroker 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
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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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