Connect Orderry and Portal CX to Build Intelligent Automations
Enable Integrations or automations with these events of Orderry and Portal CX
Enable Integrations or automations with these events of Orderry and Portal CX
Triggers
Task Created
Triggers when New Task.
Actions
Create Task
Create a Task
Create Comment on Task
Create Comment on Task
Create Order Comment
Add a comment to a specific order.
Create Comment for Invoice
Use this method to add comments to the invoice's Event Feed.
Create Client
Update Contact
Update existed contact.
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Frequently Asked Questions
To start, connect both your Orderry and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderry triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how Orderry 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 Orderry 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 Orderry 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 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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