Connect Eledo and Cash Flow Portal to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Eledo
Choose an Action
Automatically do this!
- Request a new Action for Cash Flow Portal
Enable Integrations or automations with these events of Eledo and Cash Flow Portal
Enable Integrations or automations with these events of Eledo and Cash Flow Portal
Actions
Generate Document
Create a PDF from a selected Eledo template using provided JSON data and return a download link. Optionally mark the file as temporary for one-time download.
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Frequently Asked Questions
To start, connect both your Eledo and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in Eledo triggers actions in Cash Flow Portal (or vice versa).
Absolutely. You can customize how Eledo 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 Eledo 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 Eledo 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 Eledo
Eledo is a PDF service that helps you with your automated document creation. Build your document template in Eledo online editor and include dynamic elements.
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