Integrations Pipl.ai Swell Investing
Pipl.ai + Swell Investing

Connect Pipl.ai and Swell Investing to Build Intelligent Automations

Choose a Trigger

Pipl.ai

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of Pipl.ai and Swell Investing

Enable Integrations or automations with these events of Pipl.ai and Swell Investing

Actions

Add a new workspace

Add a new workspace

Adds a new workspace to Pipl.ai using an existing workspace ID for reference.

Create a new campaign

Create a new campaign

Creates a new campaign under a specified workspace.

List all campaigns

List all campaigns

Retrieve a list of campaigns for a specific workspace.

Get campaign status

Get campaign status

Get campaign status

Get campaign email accounts

Get campaign email accounts

Get a list of email accounts associated to the campaign

Set campaign name

Set campaign name

This action allows users to set a new name for their campaign.

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Frequently Asked Questions

How do I start an integration between Pipl.ai and Swell Investing?

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

Can we customize how data from Pipl.ai is recorded in Swell Investing?

Absolutely. You can customize how Pipl.ai 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 Pipl.ai and Swell Investing?

The data sync between Pipl.ai 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 Pipl.ai 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 Pipl.ai and Swell Investing?

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

Pipl.ai

About Pipl.ai

Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.

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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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