Integrations Xperiencify Cash Flow Portal
Xperiencify + Cash Flow Portal

Connect Xperiencify and Cash Flow Portal to Build Intelligent Automations

Choose a Trigger

Xperiencify

When this happens...

Choose an Action

Cash Flow Portal

Automatically do this!

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

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

Actions

Add Student to a Course

Add Student to a Course

Add student to a existing course.

Search Student

Search Student

Retrieve the details of student by its email address.

Update Student Info

Update Student Info

Update a student’s details using their email address.

Remove Student From Course

Remove Student From Course

Remove the student from a specific course.

Remove Student From All Course

Remove Student From All Course

Remove a student from all courses.

Add Tag to Student

Add Tag to Student

Assign one or more tags to a student.

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Frequently Asked Questions

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

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

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

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

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

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