Portal.io Integrations

Name: Zapier
Availability: InStock

Put Portal.io to work with AI and enterprise-grade automation

Automate smarter with Portal.io and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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monday.com

Project Management

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Gmail

Email, Google

Slack

Team Chat

Jobber

Scheduling & Booking

Mailshake

Drip Emails

Jotform

Forms & Surveys

Pipedrive

CRM (Customer Relationship Management)

monday.com

Project Management

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Gmail

Email, Google

Slack

Team Chat

Jobber

Scheduling & Booking

monday.com

Project Management

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Gmail

Email, Google

Slack

Team Chat

Jobber

Scheduling & Booking

Mailshake

Drip Emails

Jotform

Forms & Surveys

Pipedrive

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new Jobber clients from updated Portal.io contacts
Details
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Portal.io + Jobber
Send Gmail emails for new Portal payment status updates
Details
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Portal.io + Gmail
Create Google Sheets spreadsheets for newly accepted Portal.io proposals
Details
Try it
Portal.io + Google Sheets
Quick add events in Google Calendar for new updates to order statuses in Portal.io
Details
Try it
Portal.io + Google Calendar
Send Gmail emails for newly accepted Portal.io proposals
Details
Try it
Portal.io + Gmail
Create new ServiceM8 jobs when proposal statuses are updated in Portal.io
Details
Try it
Portal.io + ServiceM8

Create new Jobber clients from updated Portal.io contacts

Details

Try it

Portal.io + Jobber

Send Gmail emails for new Portal payment status updates

Details

Try it

Portal.io + Gmail

Create Google Sheets spreadsheets for newly accepted Portal.io proposals

Details

Try it

Portal.io + Google Sheets

Quick add events in Google Calendar for new updates to order statuses in Portal.io

Details

Try it

Portal.io + Google Calendar

Send Gmail emails for newly accepted Portal.io proposals

Details

Try it

Portal.io + Gmail

Create new ServiceM8 jobs when proposal statuses are updated in Portal.io

Details

Try it

Portal.io + ServiceM8

Update payment status in Portal.io and simultaneously create multiple rows in Google Sheets

Details

Try it

Portal.io + Google Sheets

Create sales invoices in Xero for updated proposals in Portal.io

Details

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Portal.io + Xero

Update proposal status in Portal.io and send outbound emails with Email by Zapier

Details

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Portal.io + Email by Zapier

Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM

Details

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Portal.io + Zoho CRM

Update proposal statuses in Portal.io and create corresponding cards in Trello

Details

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Portal.io + Trello

Update proposal statuses in Portal.io and create drafts in Gmail

Details

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Portal.io + Gmail

Update payment status in Portal.io and simultaneously create multiple rows in Google Sheets
Details
Try it
Portal.io + Google Sheets
Create sales invoices in Xero for updated proposals in Portal.io
Premium
Details
Try it
Portal.io + Xero
Update proposal status in Portal.io and send outbound emails with Email by Zapier
Details
Try it
Portal.io + Email by Zapier
Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM
Premium
Details
Try it
Portal.io + Zoho CRM
Update proposal statuses in Portal.io and create corresponding cards in Trello
Details
Try it
Portal.io + Trello
Update proposal statuses in Portal.io and create drafts in Gmail
Details
Try it
Portal.io + Gmail

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.

- Proposal Status
Trigger
Instant
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Update Order Status
Triggers when an order status change.
Trigger
Instant
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- Proposal Status
Trigger
Instant
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Contact Modification
Triggers when a contact updated.
Trigger
Instant
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Update Payment Status
Triggers when a payment status change.
Trigger
Instant
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Portal.io 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 Portal.io

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.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

Portal.io Integrations

Put Portal.io to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new Jobber clients from updated Portal.io contacts

Send Gmail emails for new Portal payment status updates

Create Google Sheets spreadsheets for newly accepted Portal.io proposals

Quick add events in Google Calendar for new updates to order statuses in Portal.io

Send Gmail emails for newly accepted Portal.io proposals

Create new ServiceM8 jobs when proposal statuses are updated in Portal.io

Create new Jobber clients from updated Portal.io contacts

Send Gmail emails for new Portal payment status updates

Create Google Sheets spreadsheets for newly accepted Portal.io proposals

Quick add events in Google Calendar for new updates to order statuses in Portal.io

Send Gmail emails for newly accepted Portal.io proposals

Create new ServiceM8 jobs when proposal statuses are updated in Portal.io

Update payment status in Portal.io and simultaneously create multiple rows in Google Sheets

Create sales invoices in Xero for updated proposals in Portal.io

Update proposal status in Portal.io and send outbound emails with Email by Zapier

Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM

Update proposal statuses in Portal.io and create corresponding cards in Trello

Update proposal statuses in Portal.io and create drafts in Gmail

Update payment status in Portal.io and simultaneously create multiple rows in Google Sheets

Create sales invoices in Xero for updated proposals in Portal.io

Update proposal status in Portal.io and send outbound emails with Email by Zapier

Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM

Update proposal statuses in Portal.io and create corresponding cards in Trello

Update proposal statuses in Portal.io and create drafts in Gmail

Supported triggers and actions

Portal.io 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 Portal.io Integrations

Popular Portal.io Integrations

Portal.io Integrations

Put Portal.io to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new Jobber clients from updated Portal.io contacts

Send Gmail emails for new Portal payment status updates

Create Google Sheets spreadsheets for newly accepted Portal.io proposals

Quick add events in Google Calendar for new updates to order statuses in Portal.io

Send Gmail emails for newly accepted Portal.io proposals

Create new ServiceM8 jobs when proposal statuses are updated in Portal.io

Create new Jobber clients from updated Portal.io contacts

Send Gmail emails for new Portal payment status updates

Create Google Sheets spreadsheets for newly accepted Portal.io proposals

Quick add events in Google Calendar for new updates to order statuses in Portal.io

Send Gmail emails for newly accepted Portal.io proposals

Create new ServiceM8 jobs when proposal statuses are updated in Portal.io

Update payment status in Portal.io and simultaneously create multiple rows in Google Sheets

Create sales invoices in Xero for updated proposals in Portal.io

Update proposal status in Portal.io and send outbound emails with Email by Zapier

Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM

Update proposal statuses in Portal.io and create corresponding cards in Trello

Update proposal statuses in Portal.io and create drafts in Gmail

Update payment status in Portal.io and simultaneously create multiple rows in Google Sheets

Create sales invoices in Xero for updated proposals in Portal.io

Update proposal status in Portal.io and send outbound emails with Email by Zapier

Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM

Update proposal statuses in Portal.io and create corresponding cards in Trello

Update proposal statuses in Portal.io and create drafts in Gmail

Portal.io Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}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 Portal.io Integrations

Popular Portal.io Integrations

Connect Your App Accounts to Zapier