Connect reportgarden and Portal CX to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for reportgarden
Choose an Action
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- Request a new Action for Portal CX
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This process may take 15 to 30 days.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your reportgarden and Portal CX accounts to viaSocket. Once connected, you can set up a workflow where an event in reportgarden triggers actions in Portal CX (or vice versa).
Absolutely. You can customize how reportgarden 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 reportgarden 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 reportgarden 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 reportgarden
ReportGarden helps online ad agencies create performance reports, invoices, manage campaign budgets and site audits.
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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