Connect DataScope and Portal CX to Build Intelligent Automations

Choose a Trigger

DataScope

When this happens...

Choose an Action

Portal CX

Automatically do this!

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

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

Actions

Assign  New Task

Assign New Task

Create a new tasks assigned to specific form and user.

Modify Form Answer

Modify Form Answer

Create or change a new answer

Request a new Action for DataScope

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Frequently Asked Questions

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

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

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

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

The data sync between DataScope 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 DataScope 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 DataScope and Portal CX?

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

DataScope

About DataScope

DataScope is a comprehensive data management platform designed to streamline data collection, analysis, and reporting processes. It offers robust tools for businesses to efficiently handle their data needs, ensuring accuracy and compliance.

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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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