Integrations Paddle Cash Flow Portal
Paddle + Cash Flow Portal

Connect Paddle and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

Paddle

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

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

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

Triggers

New Customer

New Customer

Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.

New Address

New Address

Trigger when a new address is added for the selected Paddle customer. Returns addresses created since the last check.

Request a new Trigger for Paddle

Actions

Create Customer

Create Customer

Creates a new customer in Paddle.

Update Customer

Update Customer

Update an existing customer using their ID.

Generate Customer Authentication Token

Generate Customer Authentication Token

Generate an authentication token for a customer.

Create an Address

Create an Address

Create an address for a customer.

Update an Address

Update an Address

Update an address of the customer.

Create a Business

Create a Business

Create a business for a customer.

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Frequently Asked Questions

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

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

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

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

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

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

Paddle

About Paddle

Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.

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Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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