Integrations SendGrid Swell Investing
SendGrid + Swell Investing

Connect SendGrid and Swell Investing to Build Intelligent Automations

Choose a Trigger

SendGrid

When this happens...

Choose an Action

Swell Investing

Automatically do this!

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

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

Actions

Create or Update Contact

Create or Update Contact

This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.

Add Recipient to SendGrid

Add Recipient to SendGrid

Add a Recipient to SendGrid List.

Add a Single Recipient to a List

Add a Single Recipient to a List

Adds an existing recipient to a specified SendGrid contact list.

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Frequently Asked Questions

How do I start an integration between SendGrid and Swell Investing?

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

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

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

The data sync between SendGrid 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 SendGrid 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 SendGrid and Swell Investing?

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

SendGrid

About SendGrid

SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.

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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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