Connect Twenty and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message
Updated Message
New Favorite
New Attachment
New Blocklist
New Note
New Opportunity
New Task
New Person
New Company
Updated Company
Updated Person
Updated Task
Updated Opportunity
Updated Note
Updated Blocklist
Updated Attachment
Updated Favorite
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Twenty and Swell Investing
Enable Integrations or automations with these events of Twenty and Swell Investing
Triggers
New Message
Triggers when a new message is created
Updated Message
Triggers when an existing message is updated
New Favorite
Triggers when a new favorite is created
New Attachment
Triggers when a new attachment is created
New Blocklist
Triggers when a new blocklist is created
New Note
Triggers when a new note is created
Actions
Create Company
Creates a new company
Update Company
Update an existing company
Delete Company
delete a specific company
List All Companies
Retrieves a list of companies
List All Attachments
Retrieves a list of attachments
List All Calender Events
Retrieves a list of calenderEvents
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Frequently Asked Questions
To start, connect both your Twenty and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Twenty triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Twenty 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 Twenty 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 Twenty 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 Twenty
Twenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.
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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