monday.com + Portal.io integrations
Update proposal status in Portal.io to create items in monday.com
With this workflow, you can instantly post updated proposal statuses from Portal.io into monday.com as new items. This automation ensures that you have an accessible record in your monday.com board, making team collaboration and tracking simpler and more efficient. Adopt this workflow and let it handle timely updates for your team.
- When this happens...Update Proposal StatusTriggers when a proposal status change.
- automatically do this!Create ItemCreate a new Item in a board
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More things you can do with Portal.io and monday.com
Discover other triggers and actions you can use with Portal.io and monday.com
- Proposal Status
Try ItTriggerInstant- Update Order Status
Triggers when an order status change.
Try ItTriggerInstant - Proposal Status
Try ItTriggerInstant- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant
- Contact Modification
Triggers when a contact updated.
Try ItTriggerInstant - Update Payment Status
Triggers when a payment status change.
Try ItTriggerInstant - Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant
Related categories
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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