Connect Front and Swell Investing to Build Intelligent Automations

Choose a Trigger

Front

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of Front and Swell Investing

Enable Integrations or automations with these events of Front and Swell Investing

Actions

Create Contact

Create Contact

Creates a new contact.

Create Account

Create Account

Creates a new Account.

Add Contact Handle

Add Contact Handle

Add a handle (email, phone, etc) to a Contact.

Add Comment

Add Comment

Add a comment to a conversation.

Remove Conversation Links

Remove Conversation Links

Remove Links from a conversation.

Import Message

Import Message

Imports a new message into Front.

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Frequently Asked Questions

How do I start an integration between Front and Swell Investing?

To start, connect both your Front and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Front triggers actions in Swell Investing (or vice versa).

Can we customize how data from Front is recorded in Swell Investing?

Absolutely. You can customize how Front 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.

How often does the data sync between Front and Swell Investing?

The data sync between Front and Swell Investing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Front to Swell Investing?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Front and Swell Investing?

Yes, you can set conditional logic to control the flow of data between Front 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.

Front

About Front

Front is a collaborative email platform designed to streamline communication and enhance team productivity by allowing users to manage shared inboxes, automate workflows, and integrate with various business tools.

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Swell Investing

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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