Connect Routee and Cash Flow Portal to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact added
Choose an Action
Automatically do this!
- Request a new Action for Cash Flow Portal
Enable Integrations or automations with these events of Routee and Cash Flow Portal
Enable Integrations or automations with these events of Routee and Cash Flow Portal
Triggers
New contact added
Start a workflow for each contact added to your Routee account.
Actions
List all Contacts
Retrieve all the contacts of the account.
Create contact
Create a new contact with name, mobile number, country code, and optional VIP flag.
Send an SMS
Send a text message to the specified phone number.
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Frequently Asked Questions
To start, connect both your Routee and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in Routee triggers actions in Cash Flow Portal (or vice versa).
Absolutely. You can customize how Routee 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 Routee 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 Routee 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 Routee
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
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