Connect JustCall and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Updated
Incoming Call
Call Ended
New Text Sent/Received
Call Completed
Call Answered
SMS Sent
Missed Call
Call Initiated
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of JustCall and Swell Investing
Enable Integrations or automations with these events of JustCall and Swell Investing
Triggers
Call Updated
Triggers when you add/update notes for a particular call.
Incoming Call
Triggers for a new incoming call.
Call Ended
Triggers when a call is ended.
New Text Sent/Received
Triggers when a new text is sent or received.
Call Completed
Triggers when a call
Call Answered
Triggers when a call answered
Actions
Create a Contact
Create a new Contact.
Find a Contact
Find a Contact by contact id, phone or email
Check for Text Replies
Check weather you have received a reply from a number.
Update a Contact
Update a contact in JustCall.
Add a Contact to Sales Dialer Campaign
Add a contact to an existing Sales Dialer Campaign.
Delete a Contact From Sales Dialer Campaign
Delete a contact from an existing Sales Dailer Campaign.
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Frequently Asked Questions
To start, connect both your JustCall and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in JustCall triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how JustCall 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 JustCall 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 JustCall 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 JustCall
JustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
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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