Integrations urlbox Cash Flow Portal
urlbox + Cash Flow Portal

Connect urlbox and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

urlbox

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

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

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

Actions

Full Page Screenshots Using URL

Full Page Screenshots Using URL

Capture an entire scrollable webpage from a URL and return the screenshot image.

Render HTML Screenshot

Render HTML Screenshot

Generate a PNG, JPG, or PDF from provided HTML (with optional CSS), supporting viewport size, full-page capture, and high-resolution scaling.

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Frequently Asked Questions

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

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

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

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

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

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