notion
Filestage
Project Management
Notifications
Documents
Email
Proposal & Invoice Management
Reviews
+ notion
Cash Flow Portal
Accounting

Create integrations between Filestage and Cash Flow Portal

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.

Automate anything with cash-flow-portal & filestage Integrations!

When this happens

Triggers

filestage
New Project is Created

Triggers When a new project is created

filestage
Project is Archived

Triggers when a project is archived.

filestage
Project is Deleted

Triggers when a project is removed.

filestage
New File Version Is Uploaded

Triggers when a new version of a file is uploaded.

filestage
File Version is Deleted

Triggers when a file version is removed.

filestage
New Folder is Created

Triggers when a new folder is created.

filestage
Reviewer is Invited to a Reviewer Group

Triggers when a reviewer is invited to a reviewer group.

filestage
File Is Deleted

Triggers when a file and all its versions are removed.

filestage
New Comment is Created

Triggers when a collaborator or a reviewer creates a comment.

filestage
Comment Reply Is Created

Triggers when a collaborator or a reviewer creates a comment reply.

filestage
File Due Date Is Changed

Triggers when a file due date is set or updated.

filestage
File Review Status is Changed

Triggers when a file review status is changed.

filestage
Review Decision is Submitted

Triggers when a reviewer submits a review decision by clicking either 'Request changes' or 'Approve'.

filestage
New File is Added to a Project

Triggers when a new file is added to a project.

Do this

Actions

filestage
Create Folder

Creates a folder.

filestage
Create Project

Creates a project in the specific folder.

filestage
Archive/Unarchive Project

Archives/Unarchives a chosen project.

filestage
Add Reviewers to Reviewers Group

Adds reviewers to a chosen reviewer group.

filestage
Create Review Comment

Creates a general comment for a provided version.

filestage
Get Reviewer Groups by Project

List all reviewer groups of a specific project.

filestage
Get Review by ID

Get a specific review by its Id.

filestage
Get Project by ID

Returns project by providing its ID.

filestage
Get projects

Lists all projects of the team.

filestage
Get folders

Lists all folders of the team.

filestage
Get folder by ID

Lists a folder by providing its ID.

filestage
Get comments by review

List all comments of a chosen review.

filestage
Download file version

Downloads the contents of the original file that was initially uploaded to Filestage.

filestage
Get File By ID

Get information of a chosen file.

filestage
Upload a file

Uploads a file to a specific project by its URL.

filestage
Upload a file with a file Object

Uploads a file to a specific project.

Frequently Asked Questions

How do you map data in viaSocket workflows?
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn More
How does viaSocket handle errors or exceptions in automated workflows?
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn More
Is it possible to customize automated workflows according to my business needs?
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn More
What happens if one of the connected apps changes its API or functionality?
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Filestage
About Filestage

Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.

Cash Flow Portal
About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

We'll help you get
started

Our team is all set to help you!

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Integrations run at

viasocket