Connect Zendesk Support and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organization Created or Updated
New Customer Created or Updated
Tag Added To Customer
New Group Is Created
New Ticket Created or Updated
New View Is Created
New Organization Created
Customer Is Created
Tag Added To Organization
Ticket Is Created
Tag Added To Ticket
Ticket Is Updated in View
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Zendesk Support and Swell Investing
Enable Integrations or automations with these events of Zendesk Support and Swell Investing
Triggers
New Organization Created or Updated
Runs when organization changes
New Customer Created or Updated
Runs when a new user is created in Zendesk Support.
Tag Added To Customer
Runs when tag is added to Customer
New Group Is Created
Runs when new group is created
New Ticket Created or Updated
Runs when an existing Ticket Created or Updated
New View Is Created
Runs when new view is created
Actions
List All Tickets
Get all support tickets
Add Comment to Ticket
Adds a comment to an existing ticket.
Add Tags to Ticket
Adds multiple tags to an existing ticket by ticket ID.
Create Or Update Organization
Create or update organization
Create or Update Customer
Create or update a Customer
Remove Tags From Ticket
Remove tags from a ticket.
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Frequently Asked Questions
To start, connect both your Zendesk Support and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Support triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Zendesk Support 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 Zendesk Support 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 Zendesk Support 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 Zendesk Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
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.
Learn More
