Integrations Delighted Cash Flow Portal
Delighted + Cash Flow Portal

Connect Delighted and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

Delighted

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

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

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

Triggers

New Response

New Response

Triggers when a new response is received in this delighted project

New Unsubscribe

New Unsubscribe

Triggers when a person unsubscribes from delighted account

Request a new Trigger for Delighted

Actions

Get Response Metrics

Get Response Metrics

Provides your account metrics for a specific project.

List people in Autopilot

List people in Autopilot

Retrieve all Autopilot memberships for a distribution platform in your project, or list the Autopilot membership for one specific person within a platform.

Getting Autopilot configuration

Getting Autopilot configuration

Retrieve the current Autopilot configuration for for the designated distribution platform.

Find a person

Find a person

find a person by email or phone number. Optionally creates a person if none is found.

Unsubscribe Person

Unsubscribe Person

Add a person to your unsubscribe list.

Send Email Survey

Send Email Survey

Send Email Platform Survey

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Delighted 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 Delighted and Cash Flow Portal?

The data sync between Delighted 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 Delighted 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 Delighted and Cash Flow Portal?

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