IntegrationsSales PlaySwell Investing
Sales Play + Swell Investing

Connect Sales Play and Swell Investing to Build Intelligent Automations

Choose a Trigger

Sales Play

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of Sales Play and Swell Investing

Enable Integrations or automations with these events of Sales Play and Swell Investing

Actions

Find Categories

Find Categories

Find the list of categories from SalesPlay POS.

Create or update a category

Create or update a category

create or update a category from SalesPlay POS.

Find Products

Find Products

Find products available in SalesPlay POS.

Create or update a SingleProduct

Create or update a SingleProduct

Create or update a SingleProduct in sales play.

Request a new Action for Sales Play

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Frequently Asked Questions

How do I start an integration between Sales Play and Swell Investing?

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

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

Absolutely. You can customize how Sales Play 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 Sales Play and Swell Investing?

The data sync between Sales Play 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 Sales Play 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 Sales Play and Swell Investing?

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

Sales Play

About Sales Play

SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.

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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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