Email by Zapier + Portal.io

Update proposal status in Portal.io and send outbound emails with Email by Zapier

When a proposal status update occurs in Portal.io, this workflow ensures you stay connected by immediately sending an email with the details. It's a streamlined process for maintaining clear and efficient communication, eliminating the need for manual tracking or constant app checking. Enhance your productivity and ensure your team or clients are always informed in a timely manner.

When a proposal status update occurs in Portal.io, this workflow ensures you stay connected by immediately sending an email with the details. It's a streamlined process for maintaining clear and efficient communication, eliminating the need for manual tracking or constant app checking. Enhance your productivity and ensure your team or clients are always informed in a timely manner.

  1. When this happens...
    Portal.ioPortal.io
    Update Proposal Status

    Triggers when a proposal status change.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.

    ActionWrite
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Supported triggers and actions

  • Portal.io triggers, actions, and search

    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It
  • Email by Zapier triggers, actions, and search

    New Inbound Email

    Triggers when an email is forwarded to your own custom

    Trigger
    Instant
    Try It
    • Zap Id

    • Free Test Limitation

    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    Action
    Write
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Learn more

Related categories

  • Email
  • Zapier
portalio logo
portalio logo

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