Connect Freshservice and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Freshservice
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Freshservice and Swell Investing
Enable Integrations or automations with these events of Freshservice and Swell Investing
Actions
Create Ticket
Creates a new support ticket in Freshservice.
Add Note to Ticket
Adds a note to an existing ticket to provide additional information.
Create Requestor
Allows you to create a Requester in Freshservice for your support domain.
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Frequently Asked Questions
To start, connect both your Freshservice and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshservice triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Freshservice 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 Freshservice 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 Freshservice 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 Freshservice
Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.
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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