Connect Hex and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

Hex

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

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

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

Actions

Create Collection

Create Collection

Creates a Hex collection with a name, optional description, and configurable sharing permissions for users, groups, and workspace members.

Create Group

Create Group

Create a new Hex group and add the selected users as members.

List Groups

List Groups

Retrieve all groups in your Hex workspace.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Hex 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 Hex and Cash Flow Portal?

The data sync between Hex 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 Hex 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 Hex and Cash Flow Portal?

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

Hex

About Hex

Hex is a cutting-edge platform designed for tech enthusiasts and professionals, offering innovative solutions and tools to enhance your technological projects and workflows.

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Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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