Integrations SurveySparrow Swell Investing
SurveySparrow + Swell Investing

Connect SurveySparrow and Swell Investing to Build Intelligent Automations

Choose a Trigger

SurveySparrow

When this happens...

Choose an Action

Swell Investing

Automatically do this!

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

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

Triggers

New Contact

New Contact

Triggers when a new contact is created.

New User

New User

Triggers when a new user is created.

New Contact List

New Contact List

Triggers when a new contact list is created.

New Contact Property

New Contact Property

Triggers when a new contact property is created.

New Team

New Team

Triggers when a new team is created.

New Survey folder

New Survey folder

Triggers when a new survey folder is created.

Actions

Create Contact

Create Contact

Creates a new contact.

Update Contact

Update Contact

Update an existing contact by its email.

Delete Contact by Email

Delete Contact by Email

Deletes a contact from SurveySparrow using the provided email address.

Search Contact

Search Contact

Find a contact by its email id.

Create User

Create User

Creates a new user.

Update User

Update User

Update a user by its email address.

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Frequently Asked Questions

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

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

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

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

The data sync between SurveySparrow 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 SurveySparrow 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 SurveySparrow and Swell Investing?

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

SurveySparrow

About SurveySparrow

SurveySparrow is a versatile survey platform that allows users to create engaging and interactive surveys. It offers a range of features to design, distribute, and analyze surveys, making it ideal for gathering feedback and insights from various audiences.

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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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