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Connect TradePortal and Nibo to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate TradePortal with Nibo - no code necessary. See how you can get setup in minutes.

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TradePortal logo
TradePortal
TradePortal logo
TradePortal
1. Choose trigger event
Nibo logo
Nibo
Nibo logo
Nibo
2. Choose action
TradePortal logo
1. Select the event
Setup
Test
TradePortal logo
TradePortal
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Customer Created" from TradePortal.

Add your action

An action happens after the trigger—such as "Create Category" in Nibo.

You’re connected!

Zapier seamlessly connects TradePortal and Nibo, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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93%

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

Make work flow with AI

Level up your TradePortal to Nibo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect TradePortal and Nibo 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
    • 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
    • Organization
      Required
    • Group
      Required
    • Name
      Required
    • Type
      Required
    Action
    Write
    • Company_id
      Required
    • Deal Stage ID
      Required
    Trigger
    Instant
    Try It
    • Company_id
      Required
    Trigger
    Instant
    Try It
    • Company_id
      Required
    • Given Name
      Required
    • Email
      Required
    • Mobile Number
    • Landline number
    • Address
      Required
    Action
    Write
    • Organization
      Required
    • Name
      Required
    • Email
      Required
    • Phone
    • Tax Id (CPF or CNPJ)
    • Zip Code
    • Address
    • Number
    • District
    • Complement
    • City
    • State
    • Country
    Action
    Write
tradeportal logo
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)
nibo logo
nibo logo
About Nibo
Nibo is a simple but powerful financial management app for SMEs. Among other things, it allows the integration of accounting file.
HelpHelp
Related categories
Accounting

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