When create or update investment in Cash Flow Portal, sync it to Apollo.

Sync new or updated investment details from Cash Flow Portal into Apollo CRM records.

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See all Cash Flow Portal + Apollo integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Cash Flow Portal Explore Cash Flow Portal →

Triggers

New lead created

Fires when a new lead or contact is created in Cash Flow Portal.

Deal stage changed

Fires when a deal moves to a new stage in Cash Flow Portal.

Deal won

Fires when a deal is marked won in Cash Flow Portal.

Contact updated

Fires when a field on a contact changes in Cash Flow Portal.

Actions

Create or update contact

Creates or updates a contact in Cash Flow Portal.

Create deal

Creates a new deal in Cash Flow Portal.

Update deal stage

Moves a deal to a new stage in Cash Flow Portal.

Log activity

Logs a call, email, or note against a record in Cash Flow Portal.

Apollo Explore Apollo →

Triggers

New lead created

Fires when a new lead or contact is created in Apollo.

Deal stage changed

Fires when a deal moves to a new stage in Apollo.

Deal won

Fires when a deal is marked won in Apollo.

Contact updated

Fires when a field on a contact changes in Apollo.

Actions

Create or update contact

Creates or updates a contact in Apollo.

Create deal

Creates a new deal in Apollo.

Update deal stage

Moves a deal to a new stage in Apollo.

Log activity

Logs a call, email, or note against a record in Apollo.

Sync newly created leads across CRM platforms When a new lead is captured in Cash Flow Portal, automatically create or update the matching contact in Apollo to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Apollo, update the corresponding opportunity stage in Cash Flow Portal for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Cash Flow Portal, log a status update activity on the corresponding account record in Apollo. See details

See all Cash Flow Portal + Apollo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When create or update investment in Cash Flow Portal, sync it to Apollo.” between Cash Flow Portal and Apollo?

Yes — describe it in the box above and Knit's Integrations Agent researches Cash Flow Portal and Apollo's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.