Integrations SquaredUp Swell Investing
SquaredUp + Swell Investing

Connect SquaredUp and Swell Investing to Build Intelligent Automations

Choose a Trigger

SquaredUp

When this happens...

Choose an Action

Swell Investing

Automatically do this!

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

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

Actions

Create User

Create User

Create Tenent User.

Delete User

Delete User

Deleting the User using Email.

Search User

Search User

This action search user by email id.

Create Tenant Group

Create Tenant Group

Create a new tenant group with a display name, description.

Delete Tenant Group

Delete Tenant Group

Delete an existing tenant group by specifying its unique group ID.

Update Tenant Group

Update Tenant Group

Update the details of an existing tenant group, including its name, description, and associated users.

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Frequently Asked Questions

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

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

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

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

The data sync between SquaredUp 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 SquaredUp 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 SquaredUp and Swell Investing?

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

SquaredUp

About SquaredUp

SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.

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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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