Google Sheets + Portal.io

Log updated proposal statuses from Portal.io by creating spreadsheet rows in Google Sheets

Effortlessly transfer critical information with this automation that activates when you update a proposal status in Portal.io. Upon detection, it populates a new row in your chosen Google Sheets spreadsheet. This streamlined process not only saves you the trouble of manual data entry but also ensures all updates are systematically catalogued and easy to access for future referencing.

Effortlessly transfer critical information with this automation that activates when you update a proposal status in Portal.io. Upon detection, it populates a new row in your chosen Google Sheets spreadsheet. This streamlined process not only saves you the trouble of manual data entry but also ensures all updates are systematically catalogued and easy to access for future referencing.

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

    Triggers when a proposal status change.

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

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • Portal.io triggers, actions, and search

    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It
    • Dont Change Sheet Structure

    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    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 more

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.
Learn more

Related categories

  • Proposal & Invoice Management