Connect Portal.io and Human in the Loop to power AI-driven automation

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Choose a Trigger

Choose an Action

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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 "Collect Data" in Human in the Loop.

You’re connected!

Zapier seamlessly connects Portal.io and Human in the Loop, 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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- Data collection message
- Data inputs
  Required
- Send request via
  Required
- Type of reviewer
  Required
- On timeout
  Required
- TimeoutLimitExplanation
- Timeout value
  Required
- Timeout unit
  Required
- Send reminder
  Required
- Zap_id
- Zap_step_id
- Zap_run_id
- Zap_path_run_id
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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- Explanation
- Input fields
Trigger
Instant
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- Approval request message
- Content to review
  Required
- Content keys
- Approve button label
- Decline button label
- Action if reviewer declines
  Required
- Let reviewer edit content?
  Required
- Send request via
  Required
- Type of reviewer
  Required
- On timeout
  Required
- TimeoutLimitExplanation
- Timeout value
  Required
- Timeout unit
  Required
- Send reminder
  Required
- Zap_id
- Zap_step_id
- Zap_run_id
- Zap_path_run_id
Action
Write

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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 Human in the Loop 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.

Make work flow with AI

Level up your Portal.io to Human in the Loop 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.

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Related categories

Proposal & Invoice Management

About Human in the Loop

Human in the Loop is a native way complete a manual action during a Zap run.

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