Connect Featurebase and Cash Flow Portal to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post
Choose an Action
Automatically do this!
- Request a new Action for Cash Flow Portal
Enable Integrations or automations with these events of Featurebase and Cash Flow Portal
Enable Integrations or automations with these events of Featurebase and Cash Flow Portal
Triggers
New Post
Triggers when a new post is created on your feedback board.
Actions
Create Post
Create a post in feature base
Change Post Status
Changes a posts status.
Upvote Post
Adds an upvoter to a post.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Featurebase and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in Featurebase triggers actions in Cash Flow Portal (or vice versa).
Absolutely. You can customize how Featurebase 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 Featurebase 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 Featurebase 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 Featurebase
Featurebase is a feedback management tool that helps you prioritize user feedback and make correct product decisions.
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