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monday.com
Project Management
Google Drive
File Management & Storage, Google
Gmail
Email, Google
Slack
Team Chat
SignNow
Signatures
Jobber
Scheduling & Booking
Mailshake
Drip Emails
Jotform
Forms & Surveys
Dropbox
File Management & Storage
monday.com
Project Management
Google Drive
File Management & Storage, Google
Gmail
Email, Google
Slack
Team Chat
SignNow
Signatures
Jobber
Scheduling & Booking
monday.com
Project Management
Google Drive
File Management & Storage, Google
Gmail
Email, Google
Slack
Team Chat
SignNow
Signatures
Jobber
Scheduling & Booking
Mailshake
Drip Emails
Jotform
Forms & Surveys
Dropbox
File Management & Storage
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM
PremiumDetails
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
Try ItTriggerInstant- Update Order Status
Triggers when an order status change.
Try ItTriggerInstant - Proposal Status
Try ItTriggerInstant
- Contact Modification
Triggers when a contact updated.
Try ItTriggerInstant - Update Payment Status
Triggers when a payment status change.
Try ItTriggerInstant
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.
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