Portal.io + Trello

Update proposal statuses in Portal.io and create corresponding cards in Trello

Streamline your project management process with this convenient workflow. The moment you update a proposal status in Portal.io, the same change will reflect in Trello by creating a fresh card. This consistent mirroring ensures none of your project updates are overlooked or forgotten, offering you a seamless cross-platform tracking experience. Say goodbye to manual updates and embrace this efficient integration.

When this happens...
Update Proposal Status
Triggers when a proposal status change.
TriggerInstant
automatically do this!
Create Card
Adds a new card on a specific board and list.
ActionWrite

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Supported triggers and actions

- Proposal Status
Trigger
Instant
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Update Order Status
Triggers when an order status change.
Trigger
Instant
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- Proposal Status
Trigger
Instant
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- Board ID
- List ID
- Filter
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Instant
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- Board ID
- Card ID
Trigger
Instant
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- Board IDRequired
Trigger
Polling
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- Board IDRequired
Trigger
Polling
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New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
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- Board IDRequired
- Member IDRequired
- Membership TypeRequired
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- Label IDRequired
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- Member ID(s)Required
- List ID
- Card IDRequired
Action
Write
- Board IDRequired
- List IDRequired
- NameRequired
- Description
- Label ID
- Custom Labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board IDRequired
Action
Write
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item IDRequired
Action
Write
- Board ID
- List ID
- Card ID
- Checklist IDRequired
Action
Write
- BoardRequired
- NameRequired
Action
Write
- Action IDRequired
Action
Search
- Board IDRequired
- Label NameRequired
Action
Search
- Card IDRequired
Action
Search
- Board IDRequired
- List ID
- Card ID
- SearchRequired
Action
Search
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- SearchRequired
Action
Search
- Label IDRequired
Action
Search
- Member IDRequired
Action
Search
- Organization IDRequired
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
Action
Search
- Board IDRequired
- Label NameRequired
- Color
Action
Search or write
- Board IDRequired
- List ID
- Card IDRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write

Contact Modification
Triggers when a contact updated.
Trigger
Instant
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Update Payment Status
Triggers when a payment status change.
Trigger
Instant
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New Board
Triggers when a new board is added.
Trigger
Polling
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- Board ID
- List ID
- Card ID
Trigger
Polling
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- ActivityRequired
- Board ID
- List ID
- Card ID
Trigger
Instant
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- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
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- Board IDRequired
Trigger
Polling
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- Board IDRequired
- Label ID
Trigger
Instant
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- Board IDRequired
Trigger
Polling
Try It
- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item NameRequired
- Checklist Item Position
Action
Write
- Organization ID
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card IDRequired
- File Attachments
- URL Attachments
Action
Write
- Board IDRequired
- From List ID
- Card IDRequired
- To Board ID
- To List IDRequired
Action
Write
- Board ID
- List ID
- Card IDRequired
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card IDRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card IDRequired
- Comment TextRequired
Action
Write
- Board IDRequired
- NameRequired
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board IDRequired
- Label NameRequired
- Color
Action
Write
- Board IDRequired
- List ID
- Card IDRequired
- Label IDRequired
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- List NameRequired
Action
Search
- Card IDRequired
Action
Search
- Checklist IDRequired
Action
Search
- Checklist IDRequired
- Checklist Item IDRequired
Action
Search
- List IDRequired
Action
Search
- Organization IDRequired
- Board NameRequired
Action
Search
- Trello Query StringRequired
- Organization ID
- Cards Limit
Action
Search
- Organization IDRequired
- Member NameRequired
Action
Search
- Board IDRequired
- List NameRequired
Action
Search or write
- Organization IDRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

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 more

Related categories

Proposal & Invoice Management

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Learn more

Related categories

Project Management

Portal.io + Trello

Update proposal statuses in Portal.io and create corresponding cards in Trello

Update Change Order Status

Update Order Status

Update Proposal Status

New Card

New Comment in Card

Card Moved to List

Card Updated

New Label

New List

New Notification

Add Member to Board

Archive Card

Add Label to Card

Add Members to Card

Create Card

Close Board

Complete Checklist Item in Card

Delete Checklist in Card

Create List

Find Action by ID

Find Label on Board

Find Card Attachments by Card ID

Find Checklist

Find Checklist Item

Find Label by ID

Find Member by ID

Find Organization by ID

Find Card

Find or Create Label

Find or Create Checklist

Contact Modification

Update Payment Status

New Board

New Card Archived

New Activity

Card Due

New Checklist

New Label Added to Card

New Member on Board

Create Checklist Item in Card

Create Board

Add Attachment to Card

Move Card to List

Update Card

Add Checklist to Card

Create Comment

Copy Board

Create Label

Remove Label From Card

Find Board by ID

Find List on a Board

Find Card by ID

Find Checklist by ID

Find Checklist Item by ID

Find List by ID

Find Board

Find Card by Custom Query

Find Member

Find or Create List on a Board

Find or Create Board

About Portal.io

Related categories

About Trello

Related categories

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