Portal.io + Storage by Zapier integrations
Update proposal statuses in Portal.io and remove values in Storage by Zapier
Streamline your work process with this efficient workflow. Whenever a proposal status is updated in Portal.io, this automation swiftly removes a specific value in Storage by Zapier. Not only does this save valuable time, but it also eliminates the chance of human error, providing you with a clean and accurate data set to work from.
- When this happens...Update Proposal StatusTriggers when a proposal status change.
- automatically do this!Remove ValueRemove a value stored at a defined key. Also works if the value is a list.
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More things you can do with Portal.io and Storage by Zapier
Discover other triggers and actions you can use with Portal.io and Storage by Zapier
- Proposal Status
Try ItTriggerInstant- Update Order Status
Triggers when an order status change.
Try ItTriggerInstant - Proposal Status
Try ItTriggerInstant- KeyRequired
- Location
- Default Value
ActionWrite
- Contact Modification
Triggers when a contact updated.
Try ItTriggerInstant - Update Payment Status
Triggers when a payment status change.
Try ItTriggerInstant - KeyRequired
- Increment Amount
ActionWrite- KeyRequired
- ValueRequired
- Location
ActionWrite
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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Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.
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