Connect Freelo and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Project Created
Work Report Updated
Comment Updated
Task Updated
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Freelo and Swell Investing
Enable Integrations or automations with these events of Freelo and Swell Investing
Triggers
New Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Triggered when a work report is updated.
Comment Updated
Triggered when a comment is updated.
Task Updated
Triggered when a task is updated.
Actions
Create Project
Creates a new project in Freelo.
List Invited Projects
Get all Invited Projects in Freelo.
Archive Project
Archive a project in Freelo.
Activate Project
Activate a existing project in Freelo.
Delete Project
Delete an existing project in Freelo.
List Archived Projects
Get Archived Projects in Freelo.
Know More About Freelo and Swell Investing Integrations
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Frequently Asked Questions
To start, connect both your Freelo and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Freelo triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Freelo 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 Freelo 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 Freelo 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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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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