Integrations Meeting BaaS Portal CX
Meeting BaaS + Portal CX

Connect Meeting BaaS and Portal CX to Build Intelligent Automations

Choose a Trigger

Meeting BaaS

When this happens...

Choose an Action

Portal CX

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Enable Integrations or automations with these events of Meeting BaaS and Portal CX

Enable Integrations or automations with these events of Meeting BaaS and Portal CX

Actions

Sending a bot

Sending a bot

Send AI bots to meetings

Removing a Bot

Removing a Bot

Remove a bot from an ongoing meeting using the API

Get Meetings

Get Meetings

Get meeting recording and metadata.

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Frequently Asked Questions

How do I start an integration between Meeting BaaS and Portal CX?

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

Can we customize how data from Meeting BaaS is recorded in Portal CX?

Absolutely. You can customize how Meeting BaaS data is recorded in Portal CX. This includes choosing which data fields go into which fields of Portal CX, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Meeting BaaS and Portal CX?

The data sync between Meeting BaaS and Portal CX 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 Meeting BaaS to Portal CX?

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 Meeting BaaS and Portal CX?

Yes, you can set conditional logic to control the flow of data between Meeting BaaS and Portal CX. 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.

Meeting BaaS

About Meeting BaaS

Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.

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Portal CX

About Portal CX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

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