Connect mite and Portal CX to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for mite
Choose an Action
Automatically do this!
- Request a new Action for Portal CX
Enable Integrations or automations with these events of mite and Portal CX
Enable Integrations or automations with these events of mite and Portal CX
Actions
Create Service
Creates a service.
Create Customer
Creates a Customer.
Create project
Creates a Project.
Delete Customer
Delete an existing customer.
Delete Service
Delete an existing service.
Delete Project
Delete an existing Project.
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your mite and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in mite triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how mite 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.
The data sync between mite and Portal CX 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 mite 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.
About mite
Mite is a time tracking tool designed to help businesses and freelancers efficiently manage their time and projects. It offers features such as time tracking, reporting, and invoicing, making it easier to keep track of work hours and project progress.
Learn MoreAbout 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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