Connect Robolly and Portal CX to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Robolly and Portal CX?

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

Can we customize how data from Robolly is recorded in Portal CX?

Absolutely. You can customize how Robolly 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.

How often does the data sync between Robolly and Portal CX?

The data sync between Robolly and Portal CX 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 Robolly to Portal CX?

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 Robolly and Portal CX?

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

Robolly

About Robolly

Robolly is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers a suite of AI-driven tools designed to automate tasks, improve decision-making, and optimize business processes.

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Portal CX

About 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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