Connect Guru and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
Card Created
Board Created
Board Updated
Board Deleted
Board To Pdf Created
Board Viewed
Card Added To Board
Card Comment Created
Card Comment Deleted
Card Comment Resolved
Card Comment Updated
Card Copied
Card Deleted
Card Favorited
Card Link Copied
Card Restored
Card Unfavorited
Card To Pdf
Card Updated
Card Verified
Card Viewed
Collection Created
Collection Deleted
Collection Exported
Card Draft Created
User Group Created
User Group Deleted
User Group Member Added
Team Member Added
Team Member Removed
Tag Created
Tag Deleted
Tag Updated
Tag Merged
Tag Category Created
Tag Category Deleted
Tag Category Updated
Question Created
Question Answered
Question Deleted
Draft Created
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Guru and Swell Investing
Enable Integrations or automations with these events of Guru and Swell Investing
Triggers
Card Created
Trigger when a user creates a card.
Board Created
Trigger when a new Board Created.
Board Updated
Trigger when a new Board Updated.
Board Deleted
Trigger when a new Board Deleted.
Board To Pdf Created
Trigger when a Board To Pdf Created.
Board Viewed
Trigger when an existing Board Viewed.
Actions
Create Card
Creates a new Card.
Update Card
Updates the created card.
Delete Card
Deletes an existing card.
Ask a Question
Submits a question to Guru and returns the answer.
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Frequently Asked Questions
To start, connect both your Guru and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Guru triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Guru 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 Guru 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 Guru 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 Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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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