Cash Flow Portal + MailerLite

Create contacts in Cash Flow Portal and add subscribers to a group in MailerLite

Streamline your contact management process with this efficient workflow. Whenever you create a new contact in your Cash Flow Portal app, they will be promptly added to a specific group in your MailerLite app. This instant process ensures seamless communication with your new contacts, providing them with relevant emails or newsletters without requiring manual effort on your part. Boost your productivity and maintain organized contact lists with this simple yet effective workflow optimization.

When this happens...
Create Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Subscriber to a Group
Add existing subscriber to a specific group by email address.
ActionWrite

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Supported triggers and actions

- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Contact ID
- Email address
- Team
- 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
Action
Write
- Contact IDRequired
- Team
Action
Search

Subscriber Opened Campaign
Triggers when a subscriber opens a campaign.
Trigger
Instant
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Spam Complaint
Triggers when a subscriber issues a spam complaint about an email.
Trigger
Instant
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- AutomationRequired
Trigger
Instant
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Subscriber Created
Triggers when a subscriber was created on your mailing list.
Trigger
Instant
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- Subscriber GroupRequired
Trigger
Instant
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Subscriber Unsubscribed
Triggers when a subscriber has unsubscribed from your mailing list.
Trigger
Instant
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- Subscriber GroupRequired
- EmailRequired
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Subscriber Groups
- EmailRequired
- Resubscribe
Action
Write
- Campaign nameRequired
- Email subjectRequired
- Email sender nameRequired
- Email from addressRequired
- Email contentRequired
- Subscriber Groups
- Subscriber Segments
Action
Write
- Group nameRequired
Action
Search

- Team
Trigger
Instant
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- Team
Trigger
Polling
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- Team
Trigger
Instant
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- Email addressRequired
- Team
Action
Search
Subscriber Clicked Campaign Link
Triggers when a subscriber clicks a link in a campaign.
Trigger
Instant
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Campaign Sent
Triggers when a campaign has been sent out.
Trigger
Instant
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- Subscriber GroupRequired
Trigger
Instant
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Subscriber Bounced
Triggers when an email to a subscriber bounces.
Trigger
Instant
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Subscriber Deleted
Triggers when a subscriber is deleted or forgotten.
Trigger
Instant
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- AutomationRequired
Trigger
Instant
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Subscriber Fields Updated
Triggers when the subscriber fields have been updated.
Trigger
Instant
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- EmailRequired
- New EmailRequired
Action
Write
- Group nameRequired
Action
Write
- Subscriber GroupRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- Email or nameRequired
Action
Search

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Related categories

CRM (Customer Relationship Management)

About MailerLite

MailerLite’s super-fast email marketing platform helps you grow your business online using innovative email designs, automations, email segmentation and intuitive no-code tools to create websites, landing pages, and signup forms.

Learn more