Integrations Sifter Cash Flow Portal
Sifter + Cash Flow Portal

Connect Sifter and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

Sifter

When this happens...

Choose an Action

Cash Flow Portal

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Enable Integrations or automations with these events of Sifter and Cash Flow Portal

Enable Integrations or automations with these events of Sifter and Cash Flow Portal

Triggers

New Issue Is Created

New Issue Is Created

Runs when new issue is created

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Frequently Asked Questions

How do I start an integration between Sifter and Cash Flow Portal?

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

Can we customize how data from Sifter is recorded in Cash Flow Portal?

Absolutely. You can customize how Sifter 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.

How often does the data sync between Sifter and Cash Flow Portal?

The data sync between Sifter and Cash Flow Portal 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 Sifter to Cash Flow Portal?

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 Sifter and Cash Flow Portal?

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