Connect drips and Cash Flow Portal to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for drips
Choose an Action
Automatically do this!
- Request a new Action for Cash Flow Portal
Integrate drips with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your drips and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in drips triggers actions in Cash Flow Portal (or vice versa).
Absolutely. You can customize how drips 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 drips 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 drips 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.
About drips
Drips is an AI-powered conversational outreach platform that engages audiences using two-way texting, scheduled calling, and voicemail messages.
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