Integrations Onfleet Cash Flow Portal
Onfleet + Cash Flow Portal

Connect Onfleet and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

Onfleet

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

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

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

Triggers

Task Created

Task Created

Triggers when an Onfleet task is created.

Request a new Trigger for Onfleet

Actions

Create Task

Create Task

Creates a pickup or dropoff task.

List  Administrators

List Administrators

Get all the administrators

Delete Task

Delete Task

Delete a active task

Clone Task

Clone Task

Clones a existing task

List  Workers

List Workers

Returns a collection of all workers in your organization.

Get Workers by Location

Get Workers by Location

You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.

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Frequently Asked Questions

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

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

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

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

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

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

Onfleet

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

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Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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