Connect RepairShopr and Portal CX to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for RepairShopr
Choose an Action
Automatically do this!
- Request a new Action for Portal CX
Enable Integrations or automations with these events of RepairShopr and Portal CX
Enable Integrations or automations with these events of RepairShopr and Portal CX
Actions
List Appointment Type
Returns the list of appointment types
List All Custom Assets
Returns the list of all custom assets
List All Contacts
Returns the list of all contacts
List All Customers
Returns the list of all customers
List All Estimates
Returns the list of all estimates
List All Invoices
Returns the list of all invoices
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your RepairShopr and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in RepairShopr triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how RepairShopr 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 RepairShopr 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 RepairShopr 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 RepairShopr
RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an emphasis on great communication.
Learn MoreAbout 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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