Connect Height and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Updated
Task Deleted
New Activity
Activity Updated
Activity Deleted
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Height and Swell Investing
Enable Integrations or automations with these events of Height and Swell Investing
Triggers
New Task
Triggers when a new task is created.
Task Updated
Triggers when a new task is updated.
Task Deleted
Triggers when task is deleted.
New Activity
Triggers when a new activity is created.
Activity Updated
Triggers when a activity is updated.
Activity Deleted
Triggers when a activity is deleted.
Actions
Get Task
Get a task detail by Id.
Create Task
Creates a task in your workspace.
Search Tasks
Search tasks through with a text query.
Create Message
Creates a message associated with a task.
Create List
Creates a list.
List all Lists
Retrieves the details of all lists
Know More About Height and Swell Investing Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Height and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Height triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Height 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 Height 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 Height 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 Height
Height is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.