monday.com + Portal.io
Update proposal status in Portal.io to create items in monday.com
With this workflow, you can instantly post updated proposal statuses from Portal.io into monday.com as new items. This automation ensures that you have an accessible record in your monday.com board, making team collaboration and tracking simpler and more efficient. Adopt this workflow and let it handle timely updates for your team.
With this workflow, you can instantly post updated proposal statuses from Portal.io into monday.com as new items. This automation ensures that you have an accessible record in your monday.com board, making team collaboration and tracking simpler and more efficient. Adopt this workflow and let it handle timely updates for your team.
- When this happens...Update Proposal Status
Triggers when a proposal status change.
- automatically do this!Create Item
Create a new Item in a board
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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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.