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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Create Contact" from Cash Flow Portal.

Add your action

An action happens after the trigger—such as "Add/Move Opportunity to Pipeline/Stage" in WooSender.

You’re connected!

Zapier seamlessly connects Cash Flow Portal and WooSender, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- 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 ID
- Team
Action
Search

Appointment Created
Appointment Created By WooSender
Trigger
Instant
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Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
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- Pipeline
  Required
- Stage
  Required
Trigger
Instant
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- Add tags
Trigger
Instant
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- Contact ID
- Contact Email
- Phone number
- Opportunity Name
- Same As Contact Name
  Required
- Heat Score
  Required
- Value
- Pipeline
  Required
- Stage
  Required
- Numbers Of Products
  Required
- Update all fields if an opportunity already exists in the same pipeline
  Required
Action
Write
- Full Name
- First name
- Last name
- Contact Email
- Phone number
- Assignee
- Campaign
- Pipeline
  Required
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact ID
Action
Write
- Contact ID
  Required
- Full Name
- Last name
- Contact Email
- Phone number
- Assignee
- Campaign
- Pipeline
  Required
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search

- Team
Trigger
Instant
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- Team
Trigger
Polling
Try It
- Team
Trigger
Instant
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- Email address
- Team
Action
Search
Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
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Appointment Updated
Appointment Updated By WooSender
Trigger
Instant
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New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
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- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Add tags
Trigger
Instant
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- Title
  Required
- Start time
  Required
- End time
  Required
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
  Required
- Stage
  Required
Action
Write
- Full Name
- First name
- Last name
- Contact Email
- Phone number
- Assignee
- Campaign
- Pipeline
  Required
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- Id
  Required
- Title
  Required
- Start time
  Required
- End time
  Required
- Appointment Assignee
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First name
- Last name
- Contact Email
- Phone number
- Assignee
- Campaign
- Pipeline
  Required
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Cash Flow Portal and WooSender to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cash Flow Portal to WooSender integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cash Flow Portal

Real-estate syndication software that accelerates capital raising.

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Related categories

CRM (Customer Relationship Management)

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.

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