Cash Flow Portal + WordPress

Create or update contacts in Cash Flow Portal for new users in WordPress

Efficiently manage your new WordPress users within your Cash Flow Portal. With this workflow, every time there's a new user on WordPress, it will instantly create or update the contact information in your Cash Flow Portal, keeping all your details up-to-date. Experience a seamless integration that lets you concentrate on growing your business.

When this happens...
New User
Triggers when a new user is created.
TriggerPolling
automatically do this!
Create or Update Contact
Triggers when a contact is recently created or updated.
ActionWrite

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Supported triggers and actions

- Status
Trigger
Polling
Try It
- Post Status
- Post Type
Trigger
Polling
Try It
Updated User
Triggers when a user is updated.
Trigger
Instant
Try It
- FileRequired
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt Text
- Comment Status
- Ping Status
Action
Write
- Post TypeRequired
Action
Write

- User IDRequired
- Email
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
- Meta
Action
Write
- TitleRequired
Action
Search

- Copy Search Keyword
- Search KeywordRequired
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
Action
Search or write
- Company portal
Trigger
Instant
Try It
- Company portal
Trigger
Polling
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- 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

New Media
Triggers when a new media is uploaded.
Trigger
Polling
Try It
- Post Types
- Post Statuses
- Trigger only when state changes?
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Post TypeRequired
Action
Write
- EmailRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- Name
- Nickname
- Description
- Website
- Role
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy Search Keyword
- Search KeywordRequired
Action
Search
- 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 titleRequired
- Start timeRequired
- DurationRequired
- Outcome
- Company members
- Note
- Meeting reminder
Action
Write
- Email addressRequired
- Company portal
Action
Search

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Related categories

CRM (Customer Relationship Management)

About WordPress

WordPress is web software you can use to create a beautiful website or blog. Nearly 20% of the top 10 million websites and over 60 million people have chosen WordPress to power the place on the web they call "home".

Learn more

Related categories

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Cash Flow Portal + WordPress

Create or update contacts in Cash Flow Portal for new users in WordPress

Supported triggers and actions

New Comment

New Post

Updated User

Upload Media

Update Post

Update User

Find Post

Find or Create User

Create or Update Investment

Create or Update Contact

Investment Updated (ActiveCampaign)

Create or Update Contact

Get Contact by Id

New Media

Updated Post

New User

Create Post

Create User

API Request (Beta)

Find User

Create Contact

Investment Created (ActiveCampaign)

Investment Fund Received (ClickUp)

Create Meeting

Get Contact by Email Address

About Cash Flow Portal

Related categories

About WordPress

Related categories

Similar apps

Zapier Forms