Integrations Pyrus Cash Flow Portal
Pyrus + Cash Flow Portal

Connect Pyrus and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

Pyrus

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

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

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

Actions

Create Simple Task

Create Simple Task

Creates a simple task with contacts

Get Forms

Get Forms

Get an existing form details by it's form id.

Create Task With Form

Create Task With Form

Creates a new task With an existing Form.

Delete Task

Delete Task

Delete task by task id.

Add Member

Add Member

Add a new team member.

List Forms

List Forms

Returns a description of all the forms in which the current user is a manager or a member.

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Frequently Asked Questions

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

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

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

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

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

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

Pyrus

About Pyrus

Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.

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Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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