Connect Buddy and Portal CX to Build Intelligent Automations

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Buddy

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Portal CX

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

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

Actions

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Frequently Asked Questions

How do I start an integration between Buddy and Portal CX?

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

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

Absolutely. You can customize how Buddy 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 Buddy and Portal CX?

The data sync between Buddy 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 Buddy 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 Buddy and Portal CX?

Yes, you can set conditional logic to control the flow of data between Buddy 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.

Buddy

About Buddy

Buddy is a smart CI/CD tool for web developers designed to lower the entry threshold to DevOps. It offers a user-friendly interface and powerful automation features to streamline the deployment process.

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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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