Integrations Basin Cash Flow Portal
Basin + Cash Flow Portal

Connect Basin and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

Basin

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

Enable Integrations or automations with these events of Basin and Cash Flow Portal

Enable Integrations or automations with these events of Basin and Cash Flow Portal

Actions

Create Project

Create Project

Creates new project.

Create Form

Create Form

Creates a new form

Update Form

Update Form

Updates existing forms.

Update Submissions

Update Submissions

Updates submissions

Request a new Action for Basin

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Frequently Asked Questions

How do I start an integration between Basin and Cash Flow Portal?

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

Can we customize how data from Basin is recorded in Cash Flow Portal?

Absolutely. You can customize how Basin data is recorded in Cash Flow Portal. This includes choosing which data fields go into which fields of Cash Flow Portal, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Basin and Cash Flow Portal?

The data sync between Basin and Cash Flow Portal 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 Basin to Cash Flow Portal?

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 Basin and Cash Flow Portal?

Yes, you can set conditional logic to control the flow of data between Basin and Cash Flow Portal. 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.

Basin

About Basin

Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.

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Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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