Cash Flow Portal + Gmail

Cash Flow Portal + Gmail integrations

Send emails in Gmail for newly created contacts in Cash Flow Portal

Quickly respond to new contacts in your Cash Flow Portal app by setting up this efficient workflow. As soon as you create a new contact within Cash Flow Portal, an email is immediately sent to them via Gmail. This automation aids in maintaining expedition in communication and customer engagement without additional manual work.

When this happens...
Create ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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More things you can do with Cash Flow Portal and Gmail

Discover other triggers and actions you can use with Cash Flow Portal and Gmail

- Company portal
Trigger
Instant
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- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Instant
Try It
- Company portal
- Contact ID
- Email address
- Meeting title
  Required
- Start time
  Required
- Duration
  Required
- Outcome
- Company members
- Note
- Meeting reminder
Action
Write
- Phone number
  Required
- Company portal
Action
Search

- Contact ID
  Required
- Company portal
Action
Search
New Label
Triggers when you add a new label.
Trigger
Polling
Try It

- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search

- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Polling
Try It
- Company portal
Trigger
Instant
Try It
- Contact ID
- Email address
- Company portal
- First name
- Last name
- Contact owners
- 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
- Email address
  Required
- Company portal
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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Related categories

CRM (Customer Relationship Management)

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn moreLearn moreHelpHelp

Related categories

Google

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