Integrations minimo Cash Flow Portal
minimo + Cash Flow Portal

Connect minimo and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

minimo

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

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

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

Actions

Create Contact

Create Contact

Add a new contact to Minimo using an email, with optional phone and first/last name.

Send Email

Send Email

Send a transactional email to a recipient using a selected template and optional custom fields.

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Frequently Asked Questions

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

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

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

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

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

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

minimo

About minimo

Minimo is a versatile platform designed to streamline your digital experiences, offering tools for efficient project management and team collaboration. Enhance productivity with intuitive features tailored for modern workflows.

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Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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