ActiveCampaign + Cash Flow Portal

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

Start managing your new investments easily in the Cash Flow Portal app and leave the task of contact updating or creation in ActiveCampaign to automation. With this workflow, every time a new investment is recorded in Cash Flow Portal, a contact is updated or created in ActiveCampaign. Streamline your investment management and communication process, enhancing efficiency and accuracy in your investment journey.

When this happens...
Investment Created (ActiveCampaign)
Triggers when a new investment is created. For use with ActiveCampaign.
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

What does this mean?

- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Custom ObjectRequired
Trigger
Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
Trigger
Instant
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- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- NameRequired
- 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
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

- Team
Trigger
Instant
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- Team
Trigger
Scheduled
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- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
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- Task Type (Optional)
Trigger
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.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- List (Deprecated)
Trigger
Instant
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New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
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- Account IDRequired
- Name
- 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 IDRequired
- 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
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ID
- Email Address
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.

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Related categories

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About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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Related categories

Accounting

PRODUCTS

CAPABILITIES

By team

ActiveCampaign + Cash Flow Portal

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

Create Contact

Team

Investment Created (ActiveCampaign)

Team

Investment Updated (ActiveCampaign)

Team

Custom Object Record Deleted

New or Updated Account

New Campaign Bounce

ListRequired

New Campaign Open

ListRequired

New Campaign Unsubscribe

ListRequired

New Contact Task

Task type

New Deal Task

New Contact Added to List

ListRequired

Importer Note

New or Updated Contact

List

Skip Unsubscribe Events

Importer Note

Create Account

NameRequired

Website

Create or Update Contact

List

ID

Email Address

First Name

Last Name

Full Name

Phone Number

Tags

Organization Name

Job Title

Add Existing Contact to Automation

AutomationRequired

Subscriber EmailRequired

Create Campaign

Email MessageRequired

ListRequired

Campaign NameRequired

Add Contact Note

Contact IDRequired

List IDRequired

NoteRequired

Create or Update Contact Task

Task ID

Title

Contact IDRequired

Note

Due DateRequired

End Date

Task TypeRequired

Assignee

Add Secondary Contact to Deal

Contact IDRequired

Deal IDRequired

Role

Add Note to Deal

DealRequired

NoteRequired

Update Deal

DealRequired

Title

Value

Currency

Owner

Pipeline

Stage

Account ID

Contact ID