Connect Portal.io and EZ Texting to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Portal.io with EZ Texting - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Update Change Order Status" from Portal.io.

Add your action

An action happens after the trigger—such as "Create/Update Contact" in EZ Texting.

You’re connected!

Zapier seamlessly connects Portal.io and EZ Texting, automating your workflow.

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.

- Proposal Status
Trigger
Instant
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Update Order Status
Triggers when an order status change.
Trigger
Instant
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- Proposal Status
Trigger
Instant
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New Keyword Opt In
Triggers when a new keyword opt in received.
Trigger
Instant
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- Name
  Required
- Note
- Phone Numbers
Action
Write

Contact Modification
Triggers when a contact updated.
Trigger
Instant
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Update Payment Status
Triggers when a payment status change.
Trigger
Instant
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New Inbound Text
Triggers when a new inbound text received.
Trigger
Instant
Try It
- Phone Number
  Required
- First Name
- Last Name
- Email
- Groups to add contact to
- Groups to remove contact from
Action
Write
- To numbers
- Message text
  Required
- Subject
- Group Ids
Action
Write

For AI agents & developers

Use Portal.io and EZ Texting with AI agents and code

Beyond Zap workflows. Call Portal.io and EZ Texting actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Portal.io and EZ Texting actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create/Update Contact

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Portal.io and EZ Texting actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* portalio / ez-texting action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Portal.io and EZ Texting 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.

Learn how to automate EZ Texting on the Zapier blog

Make work flow with AI

Level up your Portal.io to EZ Texting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

About EZ Texting

EZ Texting is a text marketing platform to send and receive SMS & MMS via web and mobile apps. Use it for group texts or 1:1 messages.