Connect Omniware and Portal CX to Build Intelligent Automations

Choose a Trigger

Omniware

When this happens...

Choose an Action

Portal CX

Automatically do this!

Enable Integrations or automations with these events of Omniware and Portal CX

Enable Integrations or automations with these events of Omniware and Portal CX

Actions

Create Payment Request URL

Create Payment Request URL

Initiates a new Payment Request URL

Check Payment Status

Check Payment Status

Check payment status

Request a new Action for Omniware

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Frequently Asked Questions

How do I start an integration between Omniware and Portal CX?

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

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

Absolutely. You can customize how Omniware 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 Omniware and Portal CX?

The data sync between Omniware 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 Omniware 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 Omniware and Portal CX?

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

Omniware

About Omniware

Omniware is a comprehensive platform designed to streamline and enhance business operations through innovative solutions. It offers a range of tools and services that cater to various business needs, ensuring 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.

Learn More