Connect Teamwork and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Comment
New Company
New Expense
New File
New Invoice
New Link
New Message
New Message Reply
New Milestone
New Notebook
New Project
New Task List
New Time Entry
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Teamwork and Swell Investing
Enable Integrations or automations with these events of Teamwork and Swell Investing
Triggers
New Task
Triggered when you add a new task.
New Comment
Triggered when you add a new comment.
New Company
Triggered when you add a new company.
New Expense
Triggered when you add a new expense.
New File
Triggered when you add a new file.
New Invoice
Triggered when you add a new invoice.
Actions
Create Company
Creates a new company.
Create Project
Creates a new project.
Create Person
Creates a new person.
Create Task
Creates a new task.
Create Task List
Creates a new task list.
Create Link Category
Creates a new link category.
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Frequently Asked Questions
To start, connect both your Teamwork and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Teamwork 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 Teamwork 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 Teamwork 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 Teamwork
Teamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
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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