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Motion + TradePortal

Motion + TradePortal

Motion + TradePortal integrations

Create tasks in Motion when deal stages change in TradePortal

Simplify your workflow with this integration. Whenever a trade deal progresses on TradePortal, corresponding tasks are promptly formed in Motion. This seamless process keeps you abreast with your deals without the stress of navigating multiple platforms, freeing up your schedule for significant tasks.

  1. When this happens...
    Deal Stage Changed
    Deal Stage Changed
    Deal Stage ChangedTriggers when a Deal Stage is changed.
    TriggerInstant
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new Motion Task
    ActionWrite
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More things you can do with TradePortal and Motion

Discover other triggers and actions you can use with TradePortal and Motion

    • Company ID
      Required
    Trigger
    Instant
    Try It
    • Company ID
      Required
    Trigger
    Instant
    Try It
    • Company ID
      Required
    • Given Name
      Required
    • Address
      Required
    • Email
      Required
    • Mobile Number
    • Landline number
    • Description
    • Deal Type
    • Deal Source
      Required
    Action
    Write
  • TradePortal triggers, actions, and search
    Send Email

    Send an Email.

    Action
    Write
    • Company ID
      Required
    • Deal Stage ID
      Required
    Trigger
    Instant
    Try It
    • Company ID
      Required
    Trigger
    Instant
    Try It
    • Company ID
      Required
    • Full Name
      Required
    • Email Address
    • Mobile Number
    • Landline Number
    • Billing Address
      Required
    Action
    Write
    • Company ID
      Required
    • To
      Required
    • From
      Required
    • Message Content
      Required
    Action
    Write
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About Motion
Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
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Related categories
Project Management
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tradeportal logo
About TradePortal
TradePortal is an all-in-one: Sales CRM, Job Management and Invoicing platform for trade business who focus on growth.
HelpHelp
Related categories
CRM (Customer Relationship Management)