Cash Flow Portal + Microsoft Outlook

Create or update contacts in Cash Flow Portal when new contacts are added in Microsoft Outlook

Stay organized and efficient with this workflow. When a new contact is added in Microsoft Outlook, the same information is immediately updated or created in Cash Flow Portal. This means you maintain consistency across both platforms without any extra effort. Use this workflow for seamless contact management, ensuring your data in Microsoft Outlook and Cash Flow Portal is always up to date.

When this happens...
New Contact
Triggers when a new contact is added to your account
TriggerPolling
automatically do this!
Create or Update Contact
Triggers when a contact is recently created or updated.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It

- Contact Folder
Trigger
Polling
Try It
- Email IDRequired
- CategoriesRequired
- Mark as Read
Action
Write

- Shared Mailbox
- Destination FolderRequired
- Email IDRequired
Action
Write
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Shared Mailbox
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Contact to DeleteRequired
Action
Write
- EventRequired
Action
Write
- Send From (Shared Mailbox)
- Email IDRequired
- To RecipientsRequired
- Comment
Action
Write
- Email IDRequired
- Destination FolderRequired
Action
Write
- Email IDRequired
- Comment
Action
Write
- Send From (Shared Mailbox)
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder Info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Polling
Try It
- Company portal
Trigger
Instant
Try It
- Email addressRequired
- Company portal
Action
Search

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Distribution listRequired
- User emailRequired
Action
Write
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
Action
Write
- Shared Mailbox
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder NameRequired
- Parent Folder
Action
Write
- Shared Mailbox
- Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Flag ActionRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- Mark asRequired
Action
Write
- Shared Mailbox
- Categories to RemoveRequired
- Email IDRequired
Action
Write
- Send From (Shared Mailbox)
- Draft Email IDRequired
Action
Write
- Shared Mailbox
- Email IDRequired
- ImportanceRequired
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Search Info
- Search ValueRequired
Action
Search
- Group email address or IDRequired
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
Action
Search
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Instant
Try It
- Contact ID
- Email address
- Company portal
- First name
- Last name
- 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
- Contact IDRequired
- Company portal
Action
Search

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Related categories

CRM (Customer Relationship Management)

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Related categories

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

Cash Flow Portal + Microsoft Outlook

Create or update contacts in Cash Flow Portal when new contacts are added in Microsoft Outlook

Calendar Event Start

New Attachment

New Contact

New Email Matching Search

New Message in Folder

Updated Contact

Set Categories on an Email

Copy Email

Create Contact

Create Draft Reply

Delete Contact

Delete Event

Forward Email

Move Email to Folder

Reply to Email

Send Email

Update Calendar Event

API Request (Beta)

Find Contacts

Find Emails in Specific Folder

Get Attachment by ID

Find or Create Contact

Create or Update Investment

Create or Update Contact

Investment Updated (ActiveCampaign)

Get Contact by Email Address

Cancelled Calendar Event

New Calendar Event

New Email

New Flagged Email

Updated Calendar Event

Add Attendees to Calendar Event

Add User to Distribution List

Create Event

Create Draft Email

Create Folder

Delete Email

Flag / Unflag Email

Mark Email as Read/Unread

Remove Categories From Email

Send Draft Email

Set Email Importance

Update Contact

Find Calendar Events

Find Emails

Find Calendar Events in Group Calendar

Get Calendar Events in Date Range

Create Contact

Investment Created (ActiveCampaign)

Investment Fund Received (ClickUp)

Create or Update Contact

Get Contact by Id

About Cash Flow Portal

Related categories

About Microsoft Outlook

Related categories

Similar apps

Gmail

Zoho Mail