Connect Trello and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New/Updated Board
Card Archieved
New Notification
New Comment in Card
New Card
Add Attachment to Card
Add Checklist to Card
Add Member to Card
New Comment on Card
Copy Comment Card
Copy Card
Card Deleted
Card Updated
Move Card from Board
Move Card to Board
Move List from Board
Move List to Board
Remove Checklist from Card
Remove Member from Card
Add Label to Card
New Label
Label Deleted
Label Updated
Remove Label from Card
Comment Deleted
Comment Updated
New List
List Updated
Add Member to Board
Add Member to Organization
Copy Board
Checklist Updated
Copy Checklist
New Checklist Item
Checklist Item Updated
Checklist Item Deleted
Card Moved to List
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Trello and Swell Investing
Enable Integrations or automations with these events of Trello and Swell Investing
Triggers
New/Updated Board
Triggers when a new board is added or updated
Card Archieved
Triggers when a card is archieved in trello
New Notification
Triggers when you get a new notification in trello
New Comment in Card
Triggers when a new Comment is added to a card in trello
New Card
Triggers when a new card is created
Add Attachment to Card
Triggers when a new attachment is added to card
Actions
Create Board
Creates a new board.
Create Card
Adds a new card on a specific board
Update Card
update card in trello
Create Comment
Adds a new comment on a specified card
Create List
create list in trello
Move Card to List
Moves a specific Card to a list on a specific board
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Frequently Asked Questions
To start, connect both your Trello and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Trello triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Trello 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 Trello 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 Trello 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 Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
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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