Connect Tavily and Portal CX to Build Intelligent Automations

Choose a Trigger

Tavily

When this happens...

Choose an Action

Portal CX

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

Absolutely. You can customize how Tavily 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 Tavily and Portal CX?

The data sync between Tavily 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 Tavily 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 Tavily and Portal CX?

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

Tavily

About Tavily

Tavily is a comprehensive travel management platform designed to streamline the travel planning and booking process. It offers users a seamless experience in organizing trips, managing itineraries, and booking accommodations and transportation. With Tavily, users can access a wide range of travel options and services, ensuring a hassle-free travel experience.

Learn More
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.

Learn More