Integrations simplecert Cash Flow Portal
simplecert + Cash Flow Portal

Connect simplecert and Cash Flow Portal to Build Intelligent Automations

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simplecert

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Cash Flow Portal

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how simplecert 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 simplecert and Cash Flow Portal?

The data sync between simplecert 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 simplecert 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 simplecert and Cash Flow Portal?

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

simplecert

About simplecert

SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.

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Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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