Connect to Cash Flow Portal on Zapier
Cash Flow Portal uses OAuth to authenticate your account on Zapier.
- Log into Cash Flow Portal to authenticate.
- Grant Zapier permission to access your account if prompted to.
About Cash Flow Portal's app
| Are self-hosted or cloud-hosted accounts supported? | Cloud-hosted accounts only | |
| Is a paid Cash Flow Portal plan required? | No | View Cash Flow Portal's plans. |
| Are any special account permissions required? | No | |
| Are there usage limits? | No | |
| Are there pagination limits? | No | |
| Do trigger samples use real data from your account or generic data? | Not applicable | |
| Are custom fields supported? | No | |
| Do update actions overwrite or append to existing data? | Overwrite existing data | |
| Is there any additional info? | Yes | Find additional info about using Cash Flow Portal in Zapier. |