ActiveCampaign + Cash Flow Portal

Add new Cash Flow Portal contacts to ActiveCampaign

This Zapier automation will add new Cash Flow Portal contacts to ActiveCampaign, so you don't have to waste time doing it.

When this happens...
Create Contact
Triggers when a new contact is created.
TriggerInstant
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Create or Update Contact
Creates a new contact, or updates an existing contact.
ActionWrite

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Supported triggers and actions

- Company portal
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- Company portal
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- Company portal
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- Company portal
- Contact ID
- Email address
- Meeting titleRequired
- Start timeRequired
- DurationRequired
- Outcome
- Company members
- Note
Action
Write
- Email addressRequired
- Company portal
Action
Search

- Custom ObjectRequired
- Trigger EventsRequired
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- Task Type (Optional)
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Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
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Instant
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New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
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Instant
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- ListRequired
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- ListRequired
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- List (Deprecated)
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Instant
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New Deal Note
Triggers when a new deal note is created.
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Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
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Instant
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- ListRequired
- Importer Note
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Instant
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- List
- Skip Unsubscribe Events
- Importer Note
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Instant
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- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- WhatsApp Phone NumberRequired
- Flow to startRequired
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- Template Name
Action
Search

- Company portal
Trigger
Instant
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- Company portal
Trigger
Polling
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- Company portal
Trigger
Instant
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- Contact ID
- Email address
- Company portal
- First name
- Last name
- Add tags
- Remove tags
- Note
- Secondary email address
- Phone number
- Accreditation status
- Show offerings
- Marketing subscription
- SMS consent
- Street address line 1
- Street address line 2
- City
- State/Province
- Zip/Postal code
- Country
- UTM source
- UTM medium
- UTM campaign
- UTM term
- UTM content
- UTM captured at
Action
Write
- Contact IDRequired
- Company portal
Action
Search
- Custom ObjectRequired
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Instant
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Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
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Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
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Instant
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- ListRequired
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- ListRequired
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- ListRequired
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Instant
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- Task type
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New Deal Task
Triggers when a new deal task is created.
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Instant
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- Importer Note
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Instant
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- ListRequired
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Instant
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- EventRequired
- Tag
Trigger
Instant
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- Account IDRequired
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone NumberRequired
- WhatsApp Template to sendRequired
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

About ActiveCampaign

ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.

Learn more

Related categories

Marketing Automation

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About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Related categories

CRM (Customer Relationship Management)

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Add or update new Cash Flow Portal contacts in ActiveCampaign

Create or update ActiveCampaign contacts when new investments are made in Cash Flow Portal

Manage new or updated investments in Cash Flow Portal by creating or updating contacts in ActiveCampaign

ActiveCampaign + Cash Flow Portal

Add new Cash Flow Portal contacts to ActiveCampaign

Create Contact

Investment Created (ActiveCampaign)

Investment Fund Received (ClickUp)

Create Meeting

Get Contact by Email Address

New or Updated Custom Object Record

Deal Task Completed

Contact Joined Inbound WhatsApp Messaging Flow

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

New Deal Note

New Deal Added or Updated

Contact Added to List

New or Updated Contact

Create Account

Create or Update Account

Create Deal (Deprecated)

Remove Contact From Automation

Add Contact to Account

Add/Remove Tag From Contact

Create or Update a Custom Object Record

Create Deal

Create or Update Deal Task

Start a WhatsApp Messaging Flow for a Phone Number

Create Tracked Event

API Request (Beta)

Find Contact

Find Deal

Find Deal Task

WhatsApp Template

Create or Update Investment

Create or Update Contact

Investment Updated (ActiveCampaign)

Create or Update Contact

Get Contact by Id

Custom Object Record Deleted

Contact Completed WhatsApp Messaging Flow

New or Updated Account

New Campaign Bounce

New Campaign Open

New Campaign Unsubscribe

New Contact Task

New Deal Task

New Contact

Updated Contact

Tag Added or Removed From Contact

Update Account

Create or Update Contact

Add Existing Contact to Automation

Create Campaign

Add Contact Note

Create or Update Contact Task

Add Secondary Contact to Deal

Add Note to Deal

Update Deal

Subscribe or Unsubscribe Contact From List

Send a WhatsApp Template

Find Account

Find Contact Task

Find Deal Owner

Find User

About ActiveCampaign

Related categories

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Constant Contact

About Cash Flow Portal

Related categories

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