Connect Moskit and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Project
New Company
New Activity
New Deal
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Moskit and Swell Investing
Enable Integrations or automations with these events of Moskit and Swell Investing
Triggers
New Contact
Triggers when a contact is created in Moskit.
New Project
Triggers when a new project is created.
New Company
Triggers when a new company is created.
New Activity
Triggers when a new Activity is created.
New Deal
Trigger when new deal is created in Moskit Account.
Actions
Add Deal Note
Create note in deal.
Add Project Note
Add note in Project
Archive Project
Archive a Project.
Change Activity Responsible
Change responsible of activity.
Create Product
Create a new Product.
Create Contact
Creates a new company.
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Frequently Asked Questions
To start, connect both your Moskit and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Moskit triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Moskit 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 Moskit 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 Moskit 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 Moskit
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
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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