Portal.io + Microsoft SharePoint integrations
Update proposal statuses in Portal.io and create corresponding list items in Microsoft SharePoint
Streamline your proposal management process with this Portal.io to Microsoft SharePoint workflow. Use this setup to create a new item in a Microsoft SharePoint list every time a proposal status is updated in Portal.io. This helps keep your team informed and your projects on track, ensuring efficient collaboration and enhanced productivity.
- When this happens...Update Proposal StatusTriggers when a proposal status change.
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More things you can do with Portal.io and Microsoft SharePoint
Discover other triggers and actions you can use with Portal.io and Microsoft SharePoint
- Proposal Status
Try ItTriggerInstant- Update Order Status
Triggers when an order status change.
Try ItTriggerInstant - Proposal Status
Try ItTriggerInstant- Site
- Document Library
- Folder
Try ItTriggerPolling
- Contact Modification
Triggers when a contact updated.
Try ItTriggerInstant - Update Payment Status
Triggers when a payment status change.
Try ItTriggerInstant - Site
- Document Library
- Folder
Try ItTriggerPolling
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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Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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