Cash Flow Portal + Jotform

Create or update Cash Flow Portal contacts with new Jotform submissions

Streamline your contact management process with this smart workflow. When a new submission is received in Jotform, the information is seamlessly used to create or update a contact in Cash Flow Portal. It takes away the need for manual data entry and ensures that your Cash Flow Portal is always up-to-date with the latest information. Ease your workload and enhance efficiency in managing your contacts.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
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

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It

- Team
Trigger
Instant
Try It
- 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

- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
Trigger
Instant
Try It
- Team
Trigger
Polling
Try It
- Team
Trigger
Instant
Try It
- Email addressRequired
- Team
Action
Search

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Related categories

CRM (Customer Relationship Management)

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

Cash Flow Portal + Jotform

Create or update Cash Flow Portal contacts with new Jotform submissions

Supported triggers and actions

New Submission

Assign Form

Create Submission

Create Contact

Investment Created (ActiveCampaign)

Investment Fund Received (ClickUp)

Create or Update Contact

Get Contact by Id

New Signed Document

Assign Prefilled Form

API Request (Beta)

Create or Update Investment

Create or Update Contact

Investment Updated (ActiveCampaign)

Get Contact by Email Address

About Cash Flow Portal

Related categories

About Jotform

Related categories

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