Connect Doppio and Portal CX to Build Intelligent Automations

Choose a Trigger

Doppio

When this happens...

Choose an Action

Portal CX

Automatically do this!

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

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

Actions

Render PDF Direct

Render PDF Direct

Render a PDF directly from a specified URL.

Render Screenshot Direct

Render Screenshot Direct

Render a Screenshot directly from a specified URL.

Render a Screenshot or PDF from a Template

Render a Screenshot or PDF from a Template

Render a Screenshot or a PDF from a Template.

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Frequently Asked Questions

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

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

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

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

The data sync between Doppio 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 Doppio 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 Doppio and Portal CX?

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

Doppio

About Doppio

Doppio is a cutting-edge platform designed to enhance productivity and streamline workflows for developers and tech enthusiasts. With its robust set of tools and integrations, Doppio empowers users to efficiently manage their development projects, automate repetitive tasks, and collaborate seamlessly with team members. Whether you're working on a solo project or part of a larger team, Doppio provides the necessary features to boost your productivity and ensure successful project delivery.

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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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