Connect Teambook and Cash Flow Portal to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New User
Choose an Action
Automatically do this!
- Request a new Action for Cash Flow Portal
Enable Integrations or automations with these events of Teambook and Cash Flow Portal
Enable Integrations or automations with these events of Teambook and Cash Flow Portal
Triggers
New Project
Triggers when a new project is created.
New User
Actions
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all users.
List Actual Log
List all Actual Log.
List Task
List all task
List Team
List all team.
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Frequently Asked Questions
To start, connect both your Teambook and Cash Flow Portal accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in Cash Flow Portal (or vice versa).
Absolutely. You can customize how Teambook 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 Teambook 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 Teambook 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
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