PortalCX Integrations

Do more with PortalCX integrations

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Project Management

Apollo

Sales & CRM

LeadConnector

Marketing Automation

HubSpot

Marketing Automation

Podio

Project Management

Google Sheets

Google, Spreadsheets

Wix

Website Builders

Zoho CRM

CRM (Customer Relationship Management), Zoho

Gmail

Email, Google

ClickUp

Project Management

Apollo

Sales & CRM

LeadConnector

Marketing Automation

HubSpot

Marketing Automation

Podio

Project Management

Google Sheets

Google, Spreadsheets

ClickUp

Project Management

Apollo

Sales & CRM

LeadConnector

Marketing Automation

HubSpot

Marketing Automation

Podio

Project Management

Google Sheets

Google, Spreadsheets

Wix

Website Builders

Zoho CRM

CRM (Customer Relationship Management), Zoho

Gmail

Email, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate PortalCX integrations with Zapier's templates

Create portals in PortalCX when cards are moved to lists in Trello
Details
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Trello + PortalCX
Generate portals in PortalCX from new rows in Google Sheets
Details
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Google Sheets + PortalCX
New Quickbase records create PortalCX portals
Premium
Details
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Quickbase + PortalCX
Add new Salesforce records to portals in PortalCX
Premium
Details
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Salesforce + PortalCX
Create customer portals on PortalCX from new Google Sheets rows
Details
Try it
Google Sheets + PortalCX
Create PortalCX portals from new HubSpot deals
Details
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HubSpot + PortalCX

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

Details

Try it

Trello + PortalCX

Generate portals in PortalCX from new rows in Google Sheets

Details

Try it

Google Sheets + PortalCX

New Quickbase records create PortalCX portals

Details

Try it

Quickbase + PortalCX

Add new Salesforce records to portals in PortalCX

Details

Try it

Salesforce + PortalCX

Create customer portals on PortalCX from new Google Sheets rows

Details

Try it

Google Sheets + PortalCX

Create PortalCX portals from new HubSpot deals

Details

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HubSpot + PortalCX

Add PortalCX portals from new JobNimbus jobs

Details

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JobNimbus + PortalCX

Update PortalCX portal stages when new jobs are created, modified, or deleted in JobNimbus

Details

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JobNimbus + PortalCX

Add new updates to LeadConnector stages to PortalCX

Details

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LeadConnector + PortalCX

Create PortalCX portals from new Zoho CRM module entries

Details

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Zoho CRM + PortalCX

Create PortalCX portals for new Bitrix24 CRM deals

Details

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Bitrix24 CRM + PortalCX

Create PortalCX portals from new Pipedrive deals

Details

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Pipedrive + PortalCX

Add PortalCX portals from new JobNimbus jobs
Details
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JobNimbus + PortalCX
Update PortalCX portal stages when new jobs are created, modified, or deleted in JobNimbus
Details
Try it
JobNimbus + PortalCX
Add new updates to LeadConnector stages to PortalCX
Details
Try it
LeadConnector + PortalCX
Create PortalCX portals from new Zoho CRM module entries
Premium
Details
Try it
Zoho CRM + PortalCX
Create PortalCX portals for new Bitrix24 CRM deals
Details
Try it
Bitrix24 CRM + PortalCX
Create PortalCX portals from new Pipedrive deals
Details
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Pipedrive + PortalCX

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

New Referral
Triggers when a new referral is generated from a customer portal.
Trigger
Polling
Try It
- Template ID
  Required
- Name
  Required
- Email
  Required
- Phone Number
  Required
- Notify Via Email
  Required
- Notify Via Text
  Required
- Complete First Stage?
- Address 1
- Address 2
- City
- State Code
- Zip Code
- Country
Action
Write
- Portal ID
  Required
- Stage Label
  Required
- Stage ID
- Date Completed
  Required
Action
Write

- Portal ID
  Required
Action
Write
- Portal ID
  Required
- Message Body
  Required
- Notify Via SMS
  Required
- Notify Via Email
  Required
Action
Write

PortalCX Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

Sales & CRM

PortalCX Integrations

Do more with PortalCX integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate PortalCX integrations with Zapier's templates

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

Generate portals in PortalCX from new rows in Google Sheets

New Quickbase records create PortalCX portals

Add new Salesforce records to portals in PortalCX

Create customer portals on PortalCX from new Google Sheets rows

Create PortalCX portals from new HubSpot deals

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

Generate portals in PortalCX from new rows in Google Sheets

New Quickbase records create PortalCX portals

Add new Salesforce records to portals in PortalCX

Create customer portals on PortalCX from new Google Sheets rows

Create PortalCX portals from new HubSpot deals

Add PortalCX portals from new JobNimbus jobs

Update PortalCX portal stages when new jobs are created, modified, or deleted in JobNimbus

Add new updates to LeadConnector stages to PortalCX

Create PortalCX portals from new Zoho CRM module entries

Create PortalCX portals for new Bitrix24 CRM deals

Create PortalCX portals from new Pipedrive deals

Add PortalCX portals from new JobNimbus jobs

Update PortalCX portal stages when new jobs are created, modified, or deleted in JobNimbus

Add new updates to LeadConnector stages to PortalCX

Create PortalCX portals from new Zoho CRM module entries

Create PortalCX portals for new Bitrix24 CRM deals

Create PortalCX portals from new Pipedrive deals

Supported triggers and actions

PortalCX Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular PortalCX Integrations

Popular PortalCX Integrations