Integrations GoodDay Cash Flow Portal
GoodDay + Cash Flow Portal

Connect GoodDay and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

GoodDay

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

Enable Integrations or automations with these events of GoodDay and Cash Flow Portal

Enable Integrations or automations with these events of GoodDay and Cash Flow Portal

Triggers

New Task

New Task

Trigger When new Task is created.

New Project

New Project

Trigger When new Project is created.

Task Created

Task Created

Triggers when task is created.

Task Status

Task Status

Triggers when task status is changed.

Task Deleted

Task Deleted

Triggers when task is deleted.

Timelog Created

Timelog Created

Triggers when Timelogs is created.

Actions

Create Task

Create Task

create a task in selected folder.

Create Folder

Create Folder

Creates a new Folder.

Comment On a Task

Comment On a Task

Add a comment to an existing Task.

List Projects

List Projects

Retrieve a list of company projects

List Events

List Events

Retrieve a list of company events

List Users

List Users

Retrieve a list of company users

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between GoodDay and Cash Flow Portal?

To start, connect both your GoodDay and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in GoodDay triggers actions in Cash Flow Portal (or vice versa).

Can we customize how data from GoodDay is recorded in Cash Flow Portal?

Absolutely. You can customize how GoodDay 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.

How often does the data sync between GoodDay and Cash Flow Portal?

The data sync between GoodDay and Cash Flow Portal typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from GoodDay to Cash Flow Portal?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between GoodDay and Cash Flow Portal?

Yes, you can set conditional logic to control the flow of data between GoodDay 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.

GoodDay

About GoodDay

GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.

Learn More
Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Learn More