Connect NileDesk and Portal CX to Build Intelligent Automations
Enable Integrations or automations with these events of NileDesk and Portal CX
Enable Integrations or automations with these events of NileDesk and Portal CX
Actions
Create Draft Board Item
Create a new board item and save it as a draft.
Create Draft Process Flow Item
Create a new process flow item and save it as a draft.
Create Process Item
Create and submit a new process item
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Frequently Asked Questions
To start, connect both your NileDesk and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in NileDesk triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how NileDesk 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 NileDesk 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 NileDesk 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 NileDesk
NileDesk is a Low-Code BPM software, empowering the staff in departments like HR, Finance, IT, Sales, Procurement, etc., to design efficient workflow solutions.
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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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