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Google Sheets + Portal.io integrations
Create Google Sheets spreadsheets for newly accepted Portal.io proposals
Whenever a new proposal is accepted in Portal.io, a corresponding Google Sheets spreadsheet will be created automatically.
- When this happens...Update Proposal StatusTriggers when a proposal status change.
- automatically do this!Create SpreadsheetCreates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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More things you can do with Portal.io and Google Sheets
Discover other triggers and actions you can use with Portal.io and Google Sheets
- Proposal Status
Try ItTriggerInstant- Update Order Status
Triggers when an order status change.
Try ItTriggerInstant - Proposal Status
Try ItTriggerInstant- Dont_change_sheet_structure
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant
- Contact Modification
Triggers when a contact updated.
Try ItTriggerInstant - Update Payment Status
Triggers when a payment status change.
Try ItTriggerInstant - Dont_change_sheet_structure
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Related categories
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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