Cash Flow Portal + Gmail
Send emails via Gmail when investments are updated in Cash Flow Portal
Stay organized and efficient with this workflow. When an investment is updated in Cash Flow Portal, it prompts a tailored email to be sent right away from your Gmail account. This ensures important notifications related to your investments are communicated instantly, helping you keep stakeholders informed and manage your portfolio effectively.
Stay organized and efficient with this workflow. When an investment is updated in Cash Flow Portal, it prompts a tailored email to be sent right away from your Gmail account. This ensures important notifications related to your investments are communicated instantly, helping you keep stakeholders informed and manage your portfolio effectively.
- When this happens...Investment Updated (ActiveCampaign)
Triggers when an existing investment is updated. For use with ActiveCampaign.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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