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PortalCX Integrations

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Quickly automate PortalCX integrations with Zapier's templates

  • Create portals in PortalCX when cards are moved to lists in Trello

    • Trello logo
    • PortalCX logo
    Trello + PortalCX
  • Update portal stages in PortalCX when new cards are moved to lists in Trello

    • Trello logo
    • PortalCX logo
    Trello + PortalCX
  • Generate portals in PortalCX from new rows in Google Sheets

    • Google Sheets logo
    • PortalCX logo
    Google Sheets + PortalCX
  • New Quickbase records create PortalCX portals

    Premium
    Details
    • Quickbase logo
    • PortalCX logo
    Quickbase + PortalCX
  • Add new Salesforce records to portals in PortalCX

    Premium
    Details
    • Salesforce logo
    • PortalCX logo
    Salesforce + PortalCX
  • Create customer portals on PortalCX from new Google Sheets rows

    • Google Sheets logo
    • PortalCX logo
    Google Sheets + PortalCX

Create portals in PortalCX when cards are moved to lists in Trello

  • Trello logo
  • PortalCX logo
Trello + PortalCX

Update portal stages in PortalCX when new cards are moved to lists in Trello

  • Trello logo
  • PortalCX logo
Trello + PortalCX

Generate portals in PortalCX from new rows in Google Sheets

  • Google Sheets logo
  • PortalCX logo
Google Sheets + PortalCX

New Quickbase records create PortalCX portals

Premium
Details
  • Quickbase logo
  • PortalCX logo
Quickbase + PortalCX

Add new Salesforce records to portals in PortalCX

Premium
Details
  • Salesforce logo
  • PortalCX logo
Salesforce + PortalCX

Create customer portals on PortalCX from new Google Sheets rows

  • Google Sheets logo
  • PortalCX logo
Google Sheets + PortalCX

Supported triggers and actions

  • PortalCX triggers, actions, and search

    New Referral

    Triggers when a new referral is generated from a customer portal.

    Trigger
    Scheduled
    Try It
    • Template IDRequired

    • NameRequired

    • EmailRequired

    • Phone NumberRequired

    • Notify Via EmailRequired

    • Notify Via TextRequired

    • Complete First Stage?

    • Address 1

    • Address 2

    • City

    • State Code

    • Zip Code

    • Country

    Action
    Write
    • Portal IDRequired

    • Stage LabelRequired

    • Stage ID

    • Date CompletedRequired

    Action
    Write
    • Portal IDRequired

    Action
    Write
    • Portal IDRequired

    • Message BodyRequired

    • Notify Via SMSRequired

    • Notify Via EmailRequired

    Action
    Write
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portal-cx logo

About PortalCX

PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.

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