Integrations SmartRoutes Cash Flow Portal
SmartRoutes + Cash Flow Portal

Connect SmartRoutes and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

SmartRoutes

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

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

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

Triggers

New Order Created

New Order Created

Triggers when a new order is created.

Request a new Trigger for SmartRoutes

Actions

Create a Order

Create a Order

Creates a new order.

Get Customer by ID

Get Customer by ID

Here you will get costumer details.

Update Customer by ID

Update Customer by ID

Can update customer details.

Get All Vehicles

Get All Vehicles

Here you will get all vehicle details.

Delete Orders by Order Number

Delete Orders by Order Number

The order will be deleted by providing order id.

Get Orders

Get Orders

To get all orders.

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Frequently Asked Questions

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

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

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

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

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

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

SmartRoutes

About SmartRoutes

SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.

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Cash Flow Portal

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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