Connect Currencyapi and Portal CX to Build Intelligent Automations

Choose a Trigger

Currencyapi

When this happens...

Choose an Action

Portal CX

Automatically do this!

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

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

Actions

Get latest exchange rates

Get latest exchange rates

Get up-to-date exchange rates for all currencies or only selected target currencies relative to a chosen base currency.

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Frequently Asked Questions

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

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

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

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

The data sync between Currencyapi 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 Currencyapi 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 Currencyapi and Portal CX?

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

Currencyapi

About Currencyapi

Currencyapi provides real-time and historical exchange rates for global currencies, enabling seamless financial transactions and data analysis.

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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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