
When this happens...
Visitor Starts Chat
Chat Ends
New Chat Transcript Arrives
Ticket Created
Automatically do this!
Enable Integrations or automations with these events of tawk.to and Swell Investing
Runs when a visitor begins a chat on the selected Tawk.to property.
Runs when an active Tawk.to chat ends for the selected property.
Runs when a new chat transcript is saved for the selected Tawk.to property.
Create a support ticket for a chat on the selected Tawk.to property.
Creates a new Tawk.to site and optionally emails simple setup instructions to add the chat box to your website.
Get a list of Tawk.to properties, optionally filtered by name, type, or whether they are enabled.
Creates a new chat widget for a selected Tawk.to property so visitors can message you.
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To start, connect both your tawk.to and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how tawk.to 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.
The data sync between tawk.to and Swell Investing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between tawk.to 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.
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Learn MoreSwell 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.
Learn More