Integrations Synthflow AI Swell Investing
Synthflow AI + Swell Investing

Connect Synthflow AI and Swell Investing to Build Intelligent Automations

Choose a Trigger

Synthflow AI

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of Synthflow AI and Swell Investing

Enable Integrations or automations with these events of Synthflow AI and Swell Investing

Actions

Create SMS Action

Create SMS Action

Creates a SMS action

Create Transfer Call Action

Create Transfer Call Action

Creates a transfer call action

Create Information Extractor Yes No Action

Create Information Extractor Yes No Action

Creates an action of type information extractor yes no

Create Information Extractor Open Question Action

Create Information Extractor Open Question Action

Creates an action for open questions

Create Call

Create Call

Initiates a real-time voice call through the AI assistant.

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Frequently Asked Questions

How do I start an integration between Synthflow AI and Swell Investing?

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

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

Absolutely. You can customize how Synthflow AI 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 Synthflow AI and Swell Investing?

The data sync between Synthflow AI 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 Synthflow AI 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 Synthflow AI and Swell Investing?

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

Synthflow AI

About Synthflow AI

Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates

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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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