Connect workast and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of workast and Swell Investing
Enable Integrations or automations with these events of workast and Swell Investing
Triggers
New Task Created
Triggers when a new task is created in your Workast account.
Actions
Create a Task
create a task in workast app.
Create a Space
create a new space in workast.
Creates a Subtask
Creates a new subtask on a task.
Update Space
Update an existing space.
Create a Tag
Create a new tag
Add Tag
Add a tag to a task
Know More About Workast and Swell Investing Integrations
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Frequently Asked Questions
To start, connect both your workast and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in workast triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how workast 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 workast 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 workast 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 workast
Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.
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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