Cash Flow Portal

Why Add-to-Calendar Works with Cash Flow Portal

Integrate CalendarLink to reduce no-shows and prompt quicker investor actions with clear calendar invites.

• Universal Add-to-Calendar links for your events.
• Boosts attendance with smart reminders and notifications.
• Brandable landing pages for a seamless experience.
• Works across web, email, social, mobile, and embeds.

Using Calendar Links in Cash Flow Portal Workflows

Create Investment Events with Linked Calendar Invites

1. Capture New or Updated Contacts

Whenever a new contact is added or a contact is updated in Cash Flow Portal, signal intent to send a calendar invite.

2. Map Details into CalendarLink

Map the contact's name, investment dates, and event descriptions. Optionally include RSVP to track engagement.

3. Publish the Personalized Invite

Retrieve the Add-to-Calendar link and send a personalized invitation to all event attendees.

Fire Cash Flow Portal Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select the 'New Upcoming Event' trigger to initiate contact updates or investment records.

2. Map Add-to-Calendar Data

Effortlessly transfer event titles, dates, times, and attendees into Cash Flow Portal.

3. Create or Update Investment

Automatically update investor records and gauge engagement using detailed analytics within Cash Flow Portal.

Optimising Calendar Links in Cash Flow Portal

• Use analytics to measure attendance trends.
• Enable smart reminders to minimize no-shows.
• Brand your invites to enhance professionalism.
• Ensure all events include an Add-to-Calendar link.