Connect Swell Investing and Spaceinvoices
Integrate Swell Investing with Spaceinvoices to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Swell Investing and Spaceinvoices
Supported Triggers & Actions
Everything you can automate between Swell Investing and Spaceinvoices.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggered when a new client is created in SpaceInvoice.
New Document
Trigger when a new document is created.
Client Updated
Triggered when a client is updated in SpaceInvoice.
Client Deleted
Triggered when a client is deleted in SpaceInvoice.
New Item
Triggered when a new item is created in SpaceInvoice.
Document Updated
Trigger when a document is updated.
Do thisActions
Action is the task that follows automatically within your Swell Investing integrations.
Create Client
Create a new client in spaceinvoices.
Send Document by Email
Send document in email
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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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About Spaceinvoices
SpaceInvoice is a comprehensive invoicing platform designed to streamline billing processes for businesses of all sizes. It offers features such as customizable invoice templates, automated billing, and seamless integration with accounting software, making it an ideal solution for efficient financial management.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Swell Investing and Spaceinvoices accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Swell Investing and Spaceinvoices as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Spaceinvoices. No coding required.
Yes. You can set up a workflow where Swell Investing triggers actions in Spaceinvoices, and a separate workflow where Spaceinvoices triggers actions in Swell Investing. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Swell Investing and Spaceinvoices. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Swell Investing and Spaceinvoices integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
