Connect Tiledesk and Swell Investing to Build Intelligent Automations
Enable Integrations or automations with these events of Tiledesk and Swell Investing
Enable Integrations or automations with these events of Tiledesk and Swell Investing
Triggers
New contact Arrives
runs when new contact arrives
Actions
Create a Contact
Add a new Contact to Tiledesk.
Send Message to Conversation
Send a message into a support ticket or conversation
Invite a team member
Invite a new team member by email and set their role
Create saved reply
Add a reusable message (title and text) to use in chats.
Create tag
Create a tag to organize conversations
Create support request
Create a new support request with an initial message.
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Frequently Asked Questions
To start, connect both your Tiledesk and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Tiledesk triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Tiledesk 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 Tiledesk 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 Tiledesk 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 Tiledesk
Tiledesk is a comprehensive platform for customer support and communication, offering tools for live chat, chatbots, and multi-channel messaging to enhance customer engagement and streamline support processes.
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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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