Cash Flow Portal + Wix
Create or update Cash Flow Portal contacts from new Wix forms
Simplify your customer management process with this efficient workflow. As soon as a form is completed on your Wix site, contact details are either created or updated in the Cash Flow Portal app. This automation boosts operational effectiveness, leaving you more time to concentrate on other key aspects of your business.
Simplify your customer management process with this efficient workflow. As soon as a form is completed on your Wix site, contact details are either created or updated in the Cash Flow Portal app. This automation boosts operational effectiveness, leaving you more time to concentrate on other key aspects of your business.
- When this happens...Forms
Triggers when a form is submitted.
- automatically do this!Create or Update Contact
Triggers when a contact is recently created or updated.
- Free forever for core features
- 14 day trial for premium features & apps
About Cash Flow Portal
Real-estate syndication software that accelerates capital raising.
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About Wix
The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated and dynamic online presence.
