MyCashflow + Cash Flow Portal Integrations
Put MyCashflow + Cash Flow Portal to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between MyCashflow and Cash Flow Portal
See the kind of workflows teams build with MyCashflow and Cash Flow Portal below — describe the exact one you want above and the Agent builds it on demand.
MyCashflow + Cash Flow Portal
When inventory stock changes in MyCashflow, sync financial reporting figures to Cash Flow Portal.
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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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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.
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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.
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Browse the full workflow library →
Looking to achieve something else with MyCashflow and Cash Flow Portal?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for MyCashflow and Cash Flow Portal
Everything MyCashflow and Cash Flow Portal can do inside a workflow — the triggers that start one and the actions that run when it fires.
MyCashflow Explore MyCashflow →
MyCashflow is an e-commerce platform that enables merchants to build online stores, manage product inventories, and process digital sales.
TriggersTriggers when a new customer is created.
Triggers when a customer is added to a customer group.
Triggers when a new email subscriber is added or when someone unsubscribes from the newsletter.
Triggers when a new order is created or the status of an order is changed.
Triggers when a new product is created.
Triggers when the balance of a stock item is changed.
Adds a Customer to Customer Group.
Adds a new Email Subscriber to the store's mailing list.
Creates a new comment (private or public) for the order.
Registers a shipment to access its shipping documents and tracking code (if available).
Removes an Email Subscriber from the store's mailing list.
Cash Flow Portal Explore Cash Flow Portal →
Cash Flow Portal is a real estate investment management platform designed to help syndicators manage investors, capital raising, and deals.
TriggersTriggers when a new contact is created.
Triggers when investment is created or updated in any of user-owned deals.
Triggers when a new investment is created. For use with ActiveCampaign.
Triggers when a new investment is created in any of your deals.
Triggers when a contact is recently created or updated.
Triggers when an investment is fund-fully-received. For use with ClickUp.
Creates a meeting for an existing contact in Cash Flow Portal.
If contact exists, update the contact, otherwise create a contact.
Other eCommerce apps on Knit
Explore more eCommerce integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AbleCommerce
AbleCommerce is an e-commerce platform that allows businesses to build customized online stores and manage digital retail sales.
ablefy
ablefy is an e-commerce platform that enables businesses to market and sell digital products, courses, and memberships.
Affiliatly
An affiliate tracking software that enables e-commerce stores to create, manage, and track custom affiliate marketing programs.
Amazoner Central
A merchant management web interface that enables brands and third-party merchants to sell products directly on Amazon.
Ambassador
A referral marketing platform that enables brands to track, manage, and reward customer affiliates and referral ambassadors.
AmeriCommerce
AmeriCommerce is an e-commerce platform that allows merchants to build online stores, manage product catalogs, and process digital sales.
Amilia
Amilia is an e-commerce and registration management platform built for community, recreation, and activity-focused organizations.
B2B Wave
B2B Wave is a business-to-business e-commerce software designed for wholesale distributors, manufacturers, and brands to accept digital orders.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Active Knocker
Active Knocker is a canvassing and door-to-door sales management software designed to track field reps and leads.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about MyCashflow + Cash Flow Portal
Is there a pre-built MyCashflow + Cash Flow Portal automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches MyCashflow and Cash Flow Portal's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built MyCashflow or Cash Flow Portal connector?
No. The Agent works whether or not MyCashflow or Cash Flow Portal already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build 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.