IntegrationsHarvestrSwell Investing
Harvestr + Swell Investing

Connect Harvestr and Swell Investing to Build Intelligent Automations

Choose a Trigger

Harvestr

When this happens...

Choose an Action

Swell Investing

Automatically do this!

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

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

Triggers

New User

New User

Triggers when a new user created.

New Company

New Company

Tiggers when a new company Cretaed.

Company Updated

Company Updated

Triggers when a new Company Update.

New Discoveries

New Discoveries

Tiggers when a new discoveries created.

New Messages

New Messages

Tiggera when a new message Cretaed.

Request a new Trigger for Harvestr

Actions

Create Message

Create Message

Creates a new message in your inbox.

Create Company

Create Company

Create a new Company.

List Users

List Users

List all users.

List Companies

List Companies

List all companies

List Components

List Components

List all components

List Discoveries

List Discoveries

List all discoveries

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

Absolutely. You can customize how Harvestr 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 Harvestr and Swell Investing?

The data sync between Harvestr 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 Harvestr 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 Harvestr and Swell Investing?

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

Harvestr

About Harvestr

Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.

Learn More
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.

Learn More