Email by Zapier + Portal.io
Email by Zapier + Portal.io
Email by Zapier + Portal.io integrations
Update proposal status in Portal.io and send outbound emails with Email by Zapier
When a proposal status update occurs in Portal.io, this workflow ensures you stay connected by immediately sending an email with the details. It's a streamlined process for maintaining clear and efficient communication, eliminating the need for manual tracking or constant app checking. Enhance your productivity and ensure your team or clients are always informed in a timely manner.
- When this happens...Update Proposal StatusTriggers when a proposal status change.
- automatically do this!Send Outbound EmailSend up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Portal.io and Email by Zapier
Discover other triggers and actions you can use with Portal.io and Email by Zapier
- Proposal Status
Try ItTriggerInstant- Update Order Status
Triggers when an order status change.
Try ItTriggerInstant - Proposal Status
Try ItTriggerInstant- Setup Directions
Try ItTriggerInstant
- Contact Modification
Triggers when a contact updated.
Try ItTriggerInstant - Update Payment Status
Triggers when a payment status change.
Try ItTriggerInstant - Account_wide_copy
- Email address type
Try ItTriggerInstant- Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite
About Email by Zapier
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)
Have direct access to your own email servers? Check out our IMAP and SMTP services!
About Portal.io
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
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