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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 "Contact Modification" from Portal.io.

Add your action

An action happens after the trigger—such as "Create Task List" in Google Tasks.

You’re connected!

Zapier seamlessly connects Portal.io and Google Tasks, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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

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Connect Portal.io and Google Tasks 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.

Integration categories

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.

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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.

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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.

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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.

An illustration representing how to move and manage data with Zapier.

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.

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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.

triggers, actions, or triggers and actions

Contact Modification
Triggers when a contact updated.
Trigger
Instant
Try It
Update Payment Status
Triggers when a payment status change.
Trigger
Instant
Try It
- Task List
  Required
- Include Assigned Tasks?
Trigger
Polling
Try It
New Task List
Triggers when a new task list is created.
Trigger
Polling
Try It
- Task List
  Required
- List Title
  Required
- Notes
- Due On
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Results will output in a line-item format. Subsequent action steps will need to support line-items. If not, you can transform this into t
- Task List
  Required
- Display Completed Tasks
  Required
Action
Search

Update Order Status
Triggers when an order status change.
Trigger
Instant
Try It
- Proposal Status
Trigger
Instant
Try It
- Task List
  Required
- Include Assigned Tasks?
Trigger
Polling
Try It
- List Title
  Required
Action
Write
- Task List
  Required
- Task
  Required
- List Title
  Required
- Status
- Notes
- Due On
Action
Write
- List
  Required
- List Title
  Required
Action
Search
- List
  Required
- List Title
  Required
- Task List
  Required
- Notes
- Due On
Action
Search or write

Learn how to automate Google Tasks on the Zapier blog

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 Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

Learn moreLearn moreHelpHelp

Related categories

Google Task Management

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