Connect Teambook and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New User
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Teambook and Swell Investing
Enable Integrations or automations with these events of Teambook and Swell Investing
Triggers
New Project
Triggers when a new project is created.
New User
Actions
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all users.
List Actual Log
List all Actual Log.
List Task
List all task
List Team
List all team.
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Frequently Asked Questions
To start, connect both your Teambook and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Teambook 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 Teambook 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 Teambook 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.
About Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
Learn MoreAbout 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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