Cash Flow Portal + Jotform

Cash Flow Portal + Jotform integrations

Create or update Cash Flow Portal contacts with new Jotform submissions

Streamline your contact management process with this smart workflow. When a new submission is received in Jotform, the information is seamlessly used to create or update a contact in Cash Flow Portal. It takes away the need for manual data entry and ensures that your Cash Flow Portal is always up-to-date with the latest information. Ease your workload and enhance efficiency in managing your contacts.

When this happens...
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create or Update ContactTriggers when a contact is recently created or updated.
ActionWrite

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More things you can do with Jotform and Cash Flow Portal

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

- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write
- Company portal
Trigger
Instant
Try It
- 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

- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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Related categories

CRM (Customer Relationship Management)

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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