Connect AI by Zapier and PortalCX to unlock the power of automation
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Choose an Action
How Zapier works
Zapier makes it easy to integrate AI by Zapier with PortalCX - no code necessary. See how you can get setup in minutes.
Select a trigger from AI by Zapier
A trigger is an event that starts your Zap and runs the workflow."
Setup an action from PortalCX
An action is what takes place after the automation is triggered. For example, with PortalCX, the action could be "Cancel Project."
That’s it! You just connected AI by Zapier to PortalCX
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Connect AI by Zapier and PortalCX to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- PromptRequired
- Output fields
- Portal IDRequired
- Portal IDRequired
- Message BodyRequired
- Notify Via SMSRequired
- Notify Via EmailRequired
- New Referral
Triggers when a new referral is generated from a customer portal.
Try It - Template IDRequired
- NameRequired
- EmailRequired
- Phone NumberRequired
- Notify Via EmailRequired
- Notify Via TextRequired
- Complete First Stage?
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
- Portal IDRequired
- Stage LabelRequired
- Stage ID
- Date CompletedRequired
Learn how to automate AI by Zapier on the Zapier blog
Learn how to automate PortalCX on the Zapier blog
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About PortalCX
PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.
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