Cash Flow Portal + Gmail

Send emails in Gmail for newly created contacts in Cash Flow Portal

Quickly respond to new contacts in your Cash Flow Portal app by setting up this efficient workflow. As soon as you create a new contact within Cash Flow Portal, an email is immediately sent to them via Gmail. This automation aids in maintaining expedition in communication and customer engagement without additional manual work.

When this happens...
Create Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- 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
- Street address line 1
- Street address line 2
- City
- State/Province
- Zip/Postal code
- Country
Action
Write
- Contact IDRequired
- Team
Action
Search

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It

New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

- Team
Trigger
Instant
Try It
- Team
Trigger
Polling
Try It
- Team
Trigger
Instant
Try It
- Email addressRequired
- Team
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

Related categories

CRM (Customer Relationship Management)

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

Related categories

Similar apps

Related Zap Templates

Send emails via Gmail when investments are updated in Cash Flow Portal

Send emails in Gmail for each new investment created in Cash Flow Portal

Send emails in Gmail when new or updated investments are created in Cash Flow Portal

Cash Flow Portal + Gmail

Send emails in Gmail for newly created contacts in Cash Flow Portal

Supported triggers and actions

Create Contact

Investment Created (ActiveCampaign)

Investment Fund Received (ClickUp)

Create or Update Contact

Get Contact by Id

New Label

New Email

New Starred Email

Add Label to Email

Create Draft

Create Label

Remove Label From Email

Find Email

Create or Update Investment

Create or Update Contact

Investment Updated (ActiveCampaign)

Get Contact by Email Address

New Attachment

New Labeled Email

New Email Matching Search

New Thread

Delete Email

Create Draft Reply

Send Email

Reply to Email

Find or Send Email

About Cash Flow Portal

Related categories

About Gmail

Related categories

Similar apps

IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

Related Zap Templates

Related Zap Templates