Connect RemOnline and Cash Flow Portal to Build Intelligent Automations
Choose a Trigger
When this happens...
Clients List
Clients Update
Get Task List
Get Orders
Get Updated Orders
New Invoice
List all Inquiry
List all updated Inquiry
Get Sales
Choose an Action
Automatically do this!
- Request a new Action for Cash Flow Portal
Enable Integrations or automations with these events of RemOnline and Cash Flow Portal
Enable Integrations or automations with these events of RemOnline and Cash Flow Portal
Triggers
Clients List
The list of client you can use in the product.
Clients Update
The list of clients has been updated..
Get Task List
get task list
Get Orders
get the list of orders
Get Updated Orders
get the list of updated orders
New Invoice
list the Invoice
Actions
Create Asset
creates a new Asset
Change Order Status
Changes order status.
Find or Create Asset
Find or create a Asset
Create a Lead
Creates a new lead.
Create a Order
Creates a new order.
Create a Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your RemOnline and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in RemOnline triggers actions in Cash Flow Portal (or vice versa).
Absolutely. You can customize how RemOnline 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.
The data sync between RemOnline and Cash Flow Portal 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 RemOnline 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.
About RemOnline
RemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
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