Integrations Jotform Swell Investing
Jotform + Swell Investing

Connect Jotform and Swell Investing to Build Intelligent Automations

Choose a Trigger

Jotform

When this happens...

Choose an Action

Swell Investing

Automatically do this!

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

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

Triggers

New Submission

New Submission

Runs when a new submission is added to a specific form.

Request a new Trigger for Jotform

Actions

Get Submission Data

Get Submission Data

Get an existing submission data.

Delete User Report

Delete User Report

Delete an existing user report.

Delete Submission Data

Delete Submission Data

Delete a single existing submission.

Delete Form

Delete Form

Delete an existing form.

Get form Submission

Get form Submission

Retrieve submissions for the selected Jotform form. Optionally limit how many submissions are returned.

Create Form

Create Form

Create a new form to collect responses.

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Step by step guides to integrate Jotform and Swell Investing

Frequently Asked Questions

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

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

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

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

The data sync between Jotform 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 Jotform 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 Jotform and Swell Investing?

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

Jotform

About Jotform

Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.

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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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