Connect fulcrum and Cash Flow Portal to Build Intelligent Automations
Integrate fulcrum with your favorite apps
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Frequently Asked Questions
To start, connect both your fulcrum and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in fulcrum triggers actions in Cash Flow Portal (or vice versa).
Absolutely. You can customize how fulcrum 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 fulcrum 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 fulcrum 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 fulcrum
Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.
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