Connect Deskpro and Cash Flow Portal to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organization
New Person Added
New Ticket
New Task
Choose an Action
Automatically do this!
- Request a new Action for Cash Flow Portal
Enable Integrations or automations with these events of Deskpro and Cash Flow Portal
Enable Integrations or automations with these events of Deskpro and Cash Flow Portal
Triggers
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
Actions
Create Brand
Create a Breand in Deskpro
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Frequently Asked Questions
To start, connect both your Deskpro and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in Deskpro triggers actions in Cash Flow Portal (or vice versa).
Absolutely. You can customize how Deskpro 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.
The data sync between Deskpro and Cash Flow Portal typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Deskpro 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.
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