Put Portico to work with AI and enterprise-grade automation
Automate smarter with Portico and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
QuickBooks Online
Accounting
Airtable
Databases
ActiveCampaign
Marketing Automation
Xero
Accounting
QuickBooks Online
Accounting
Airtable
Databases
ActiveCampaign
Marketing Automation
Xero
Accounting
QuickBooks Online
Accounting
Airtable
Databases
ActiveCampaign
Marketing Automation
Xero
Accounting
Join millions worldwide who automate their work using Zapier
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.
- File Uploaded
Triggers when a client uploads a file during onboarding.
Try ItTriggerInstant - Onboarding Overdue
Triggers when a client misses an onboarding deadline.
Try ItTriggerInstant - Onboarding Started
Triggers when a client opens their onboarding link for the first time.
Try ItTriggerInstant - Form Response Submitted
Triggers when a client submits form responses in an onboarding.
Try ItTriggerInstant
- Onboarding Completed
Triggers when a client finishes all onboarding steps.
Try ItTriggerInstant - Onboarding Sent
Triggers when an onboarding invite is sent to a client.
Try ItTriggerInstant - Payment Received
Triggers when a client completes a payment in an onboarding.
Try ItTriggerInstant - Document Signed
Triggers when a client signs a document in an onboarding.
Try ItTriggerInstant
For builders
Let your AI safely access Portico
Go beyond Zap workflows. Install Zapier in your AI to call Portico actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Portico from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Portico actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Portico connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "portico", owner: "me" });
await zapier.runAction({
app: 'portico',
action: 'create_client',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Portico Help & Support
Common questions
Related categories