Cash Flow Portal + Gmail

Create or update contacts in Cash Flow Portal for new labeled emails in Gmail

Simplify your work by activating this automation. When you receive a new labeled email in Gmail, this workflow effortlessly records or updates the contact in your Cash Flow Portal. It's an ideal solution for those who aim to organize their contacts more effectively without dedicating extra time to manual data entry.

Simplify your work by activating this automation. When you receive a new labeled email in Gmail, this workflow effortlessly records or updates the contact in your Cash Flow Portal. It's an ideal solution for those who aim to organize their contacts more effectively without dedicating extra time to manual data entry.

  1. When this happens...
    GmailGmail
    New Labeled Email

    Triggers when an email is labeled. Also triggers when a reply is added to the conversation.

    TriggerPolling
  2. automatically do this!
    Cash Flow PortalCash Flow Portal
    Create or Update Contact

    Triggers when a contact is recently created or updated.

    ActionWrite
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Supported triggers and actions

cash-flow-portal logo
cash-flow-portal logo

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Related categories

  • CRM (Customer Relationship Management)
gmail logo
gmail logo

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 more

Related categories

  • Email
  • Google

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