Connect NEXT and Swell Investing to Build Intelligent Automations

Choose a Trigger

NEXT

When this happens...

Choose an Action

Swell Investing

Automatically do this!

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

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

Actions

Find Account

Find Account

Find an account in Next

Create a New Account

Create a New Account

Creates a new account in next.

Create Highlight

Create Highlight

Create a highlight

Create Recording

Create Recording

Create a recording in Next

Request a new Action for NEXT

Explore more automations built by businesses and experts

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 NEXT and Swell Investing?

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

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

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

The data sync between NEXT 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 NEXT 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 NEXT and Swell Investing?

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

NEXT

About NEXT

Next is a cutting-edge platform designed to streamline your workflow and enhance productivity. With a focus on seamless integration and user-friendly features, Next empowers teams to collaborate efficiently and achieve their goals.

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