Connect Basin and Portal CX to Build Intelligent Automations

Choose a Trigger

Basin

When this happens...

Choose an Action

Portal CX

Automatically do this!

Enable Integrations or automations with these events of Basin and Portal CX

Enable Integrations or automations with these events of Basin and Portal CX

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 Portal CX?

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

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

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

How often does the data sync between Basin and Portal CX?

The data sync between Basin and Portal CX 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 Portal CX?

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 Portal CX?

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

About Portal CX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

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