Connect Flowlu and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Flowlu and Swell Investing
Enable Integrations or automations with these events of Flowlu and Swell Investing
Triggers
New Task Created
Triggers when a new task is created.
Actions
Get all Tasks
Get all existing tasks
List all Users
List all existing users.
List all Product Items
List all product items.
List Products
List all an existing products.
List Commitments
List all an existing commitments.
List Invoice Items
List all an existing invoice items.
Know More About Flowlu and Swell Investing Integrations
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Frequently Asked Questions
To start, connect both your Flowlu and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Flowlu triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Flowlu 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 Flowlu 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 Flowlu 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 Flowlu
Flowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
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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