Cash Flow Portal SMS Integration

Yes — Mobile Message integrates with Cash Flow Portal. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

Cash Flow Portal logo
Mobile Message

About the Cash Flow Portal integration

A property syndication team using Cash Flow Portal records a new contact or sees an investment created while speaking with prospective investors. The information is captured, yet the person may not receive a prompt acknowledgement because staff still need to prepare a separate message. That delay can make a capital raising process feel less responsive at an important moment.

Through Zapier, Create Contact or Create Investment can start Mobile Message's Send SMS action. A new contact can receive a welcome message, while a new investment can prompt a confirmation or explain the next step. Cash Flow Portal's Create or Update Contact action can also run when a Mobile Message reply arrives, creating or updating a contact record from the details in the inbound text. You can select the event that suits your process.

This workflow helps investment teams add a timely SMS without moving contact information manually between tools. Cash Flow Portal provides the event, and Mobile Message handles the message. The connection is set up in Zapier and is one-directional for each Zap, not a continuous native sync between the two systems.
Categories:

A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect Cash Flow Portal and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new investor contact is created Cash Flow Portal · Create Contact
Then Text the contact a welcome message Mobile Message · Send SMS
Use this Zap
When Instant An investment is created or updated Cash Flow Portal · Create Investment
Then Text the investor a process update Mobile Message · Send SMS
Use this Zap
When An investor sends an SMS reply Mobile Message · Inbound SMS Received
Then Create or update the Cash Flow contact Cash Flow Portal · Create or Update Contact
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Cash Flow Portal supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 6
  • Create Contact — Triggers when a new contact is created.
  • Create or Update Investment — Triggers when investment is created or updated in any of user-owned deals.
  • Investment Created (ActiveCampaign) — Triggers when a new investment is created. For use with ActiveCampaign.
  • Investment Fund Received (ClickUp) — Triggers when an investment is fund-fully-received. For use with ClickUp.
  • Investment Updated (ActiveCampaign) — Triggers when an existing investment is updated. For use with ActiveCampaign.
  • Create or Update Contact — Triggers when a contact is recently created or updated.
Actions 2
  • Create Meeting — Creates a meeting for an existing contact in Cash Flow Portal.
  • Create or Update Contact — If contact exists, update the contact, otherwise create a contact.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Cash Flow Portal + SMS: common questions

Can Cash Flow Portal text a new contact?

Yes. Create Contact can trigger Mobile Message's Send SMS action in Zapier. Use the contact information supplied by Cash Flow Portal to send a welcome note or acknowledge the start of communication.

Can an investment event send an investor update?

Yes. Create Investment can start Send SMS, and the event covers an investment created or updated in an owned deal. Map the available investor mobile number and investment details into the message.

How do I connect Cash Flow Portal with Mobile Message?

Use Zapier with active Cash Flow Portal and Mobile Message accounts. No code is needed. Choose an event or Mobile Message inbound trigger, select the other app's action, map the fields, test the workflow, and enable it.

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