Zoho Desk

Swell Investing

Integrations Zoho Desk Swell Investing

Create integrations between Zoho Desk and Swell Investing

Enable Integrations or automations with these events of Zoho Desk and Swell Investing

Triggers

Contact Updated

Triggers when a contact's details are updated.

New Task

Triggers when a new task is created in Zoho Desk.

Task Updated

Triggers when an existing task is updated.

New Account

Trigger when new account is created

New Agent

Trigger when new agent is created

New Attachment

Trigger when new attachment is added to a ticket in selected organization

Actions

Find a Contact

Find a contact by its email

Search Ticket

Search Ticket by ticket number

Add Attachment

Add attachment to a ticket

Add a Comment

Add a comment to a ticket

Create a Account

Creates a new accounts

Create Contact

Creates a new contact

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Viasocket Integrations

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Zoho Desk

Zoho Desk is a cloud-based customer service software that helps businesses deliver top-notch customer support to their clients. It features tools for managing tickets, automating workflows, and analyzing performance metrics.

CRM Customer Support

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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.

Finance Investment

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