Portal.io + Zoho Projects

Portal.io + Zoho Projects integrations

Update proposal statuses in Portal.io and create corresponding projects in Zoho Projects

Streamline your project management processes with this simple solution. Whenever you change a proposal status in Portal.io, the same update will be reflected in Zoho Projects. This efficient method eradicates the need for manual status updates, saving you valuable time and allowing you to focus more on delivering optimum quality work. With this integration, you can effectively reduce administrative burdens and bolster your project management efficiencies.

When this happens...
Update Proposal StatusTriggers when a proposal status change.
TriggerInstant
automatically do this!
Create ProjectCreates a new Project.
ActionWrite

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More things you can do with Portal.io and Zoho Projects

Discover other triggers and actions you can use with Portal.io and Zoho Projects

- Proposal Status
Trigger
Instant
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Update Order Status
Triggers when an order status change.
Trigger
Instant
Try It
- Proposal Status
Trigger
Instant
Try It
- Project
  Required
- Folder
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It

- Status
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Log Name
  Required
- Notes
- Date
  Required
- Billing Status
  Required
- Hours
  Required
Action
Write

- Project
  Required
- Milestone Name
  Required
- Who Is Responsible?
  Required
- Milestone Flag
  Required
Action
Write
- Project
  Required
- Task List
- Task Name
  Required
- Description
- Start Date
- End Date
- Who Is Responsible?
Action
Write
- Project Id
  Required
- Project Name
  Required
- Project Description
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
- Task & Issue Prefix
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Owner Name
  Required
Action
Search

Contact Modification
Triggers when a contact updated.
Trigger
Instant
Try It
Update Payment Status
Triggers when a payment status change.
Trigger
Instant
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Users
  Required
- Time
  Required
- Date
  Required
- Billing Status
  Required
- Task/Bug
  Required
Trigger
Polling
Try It
New Project
Trigger when a new project is created.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Bug Title
  Required
- Description
- Assign To
- Attachement
- Module
- Flag
Action
Write
- Project Name
  Required
- Project Description
- Project Template
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
Action
Write
- Project
  Required
- Task List Name
  Required
- Flag
Action
Write
- Project
  Required
- Folder
- File
  Required
Action
Write
- Enter Search Key
  Required
Action
Search

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

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Zoho

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