Integrations Wootric Swell Investing
Wootric + Swell Investing

Connect Wootric and Swell Investing to Build Intelligent Automations

Choose a Trigger

Wootric

When this happens...

Choose an Action

Swell Investing

Automatically do this!

Enable Integrations or automations with these events of Wootric and Swell Investing

Enable Integrations or automations with these events of Wootric and Swell Investing

Actions

Create End User

Create End User

Creates a new end user in Wootric.

List End Users

List End Users

Get all an existing users.

List Segments

List Segments

List all an existing segments.

List Declines

List Declines

Get all an existing declines.

Get All End User’s Declines

Get All End User’s Declines

Get all an existing end user's declines.

Get NPS Summary

Get NPS Summary

Get all an existing nps summary.

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Frequently Asked Questions

How do I start an integration between Wootric and Swell Investing?

To start, connect both your Wootric and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Wootric triggers actions in Swell Investing (or vice versa).

Can we customize how data from Wootric is recorded in Swell Investing?

Absolutely. You can customize how Wootric 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.

How often does the data sync between Wootric and Swell Investing?

The data sync between Wootric and Swell Investing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Wootric to Swell Investing?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Wootric and Swell Investing?

Yes, you can set conditional logic to control the flow of data between Wootric 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.

Wootric

About Wootric

Wootric is a customer feedback management platform that helps businesses gather, analyze, and act on customer feedback to improve customer satisfaction and loyalty

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Swell Investing

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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