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Google Sheets + Portal.io

Update payment status in Portal.io and simultaneously create multiple rows in Google Sheets

Keep track of your payment status updates from Portal.io seamlessly with this workflow. Each time there's a change in payment status in Portal.io, this automation will create multiple new rows in your chosen Google Sheets spreadsheet. This presents an efficient way to log and manage your payment updates, offering you a real-time, organized view of your financial transactions.

Keep track of your payment status updates from Portal.io seamlessly with this workflow. Each time there's a change in payment status in Portal.io, this automation will create multiple new rows in your chosen Google Sheets spreadsheet. This presents an efficient way to log and manage your payment updates, offering you a real-time, organized view of your financial transactions.

  1. When this happens...
    Portal.ioPortal.io
    Update Payment Status

    Triggers when a payment status change.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Portal.io triggers, actions, and search

    Contact Modification

    Triggers when a contact updated.

    Trigger
    Instant
    Try It
  • Portal.io triggers, actions, and search

    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
  • Portal.io triggers, actions, and search

    Update Order Status

    Triggers when an order status change.

    Trigger
    Instant
    Try It
    • Proposal Status

    Trigger
    Instant
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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portalio logo

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.