Log sales activity when shoppers abandon their cart

When a customer abandons their cart in MyCashflow, automatically log an activity and create or update the contact in Cash Flow Portal so sales can follow up.

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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.

MyCashflow Explore MyCashflow →

Triggers

New affiliate approved

Fires when a new affiliate is approved to promote a product in MyCashflow.

Affiliate commission earned

Fires when an affiliate earns a commission in MyCashflow.

Cart abandoned

Fires when a customer abandons their cart before completing checkout in MyCashflow.

Actions

Make a custom API request

Sends a custom API request to MyCashflow for actions not covered by a dedicated action.

Create sales deals for high-performing partners When a new affiliate commission is earned in MyCashflow, automatically create a deal in Cash Flow Portal to track partner revenue expansion. See details

Execute custom store requests when CRM deals close When a deal is marked won in Cash Flow Portal, automatically make a custom API request in MyCashflow to provision partner perks or VIP access. See details

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

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FAQ

Common questions

Can Knit build “Log sales activity when shoppers abandon their cart” between Cash Flow Portal and MyCashflow?

Yes — describe it in the box above and Knit's Integrations Agent researches Cash Flow Portal and MyCashflow'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.

How does connecting MyCashflow to Cash Flow Portal support sales teams?

It lets your team follow up on high-value interactions from MyCashflow, such as abandoned carts or new affiliate approvals, by updating lead records in Cash Flow Portal.

Can affiliate activity in MyCashflow be tracked inside Cash Flow Portal?

Yes, when new affiliates are approved or earn commissions in MyCashflow, customer profiles and deal history update automatically in Cash Flow Portal.