Triggers when an event is updated.

Adds attendees to a calendar event.

Create an event in the calendar of your choice.

Creates a draft of an email that can then be reviewed and sent out.

Create a new mail folder.

Delete an email from a shared or own mailbox.

Update the follow-up flag on an email.

Update the read status of an email.

Remove one or more categories from an email.

Send a draft email that was previously created.

Update an email's importance level.

Updates a contact.

Finds Calendar Events in your calendar.

Finds emails based on name.

Finds calendar events in a Microsoft 365 group calendar.

Retrieves calendar events within a specific date range for reporting and automation (maximum of 500 events returned).

Triggers when a new contact is created.

Triggers when a new investment is created. For use with ActiveCampaign.

Triggers when an investment is fund-fully-received. For use with ClickUp.

Creates a meeting for an existing contact in Cash Flow Portal.

Get contacts in CFP by phone number using Zapier actions

Get contact in CFP by its id using Zapier actions

Triggers when a contact is updated.

Sets the categories applied to an email.

Creates a new contact.

Creates a draft reply for an email.

Deletes an existing contact.

Deletes an existing event.

Forward an email to specific recipients based on rules or conditions.

Move an email to a specific folder.

Creates a new reply to a specified email message.

Send an email from your Outlook account.

Updates a calendar event information.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for contacts.

Searches for emails within a specific folder rather than across all mailboxes.

Retrieves a specific email attachment using its ID.

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Triggers when investment is created or updated in any of user-owned deals.

Triggers when a contact is recently created or updated.

Triggers when an existing investment is updated. For use with ActiveCampaign.

If contact exists, update the contact, otherwise create a contact.

Get contact in CFP by its email address using Zapier actions