Portal.io + Microsoft SharePoint

Update proposal statuses in Portal.io and create corresponding list items in Microsoft SharePoint

Streamline your proposal management process with this Portal.io to Microsoft SharePoint workflow. Use this setup to create a new item in a Microsoft SharePoint list every time a proposal status is updated in Portal.io. This helps keep your team informed and your projects on track, ensuring efficient collaboration and enhanced productivity.

Streamline your proposal management process with this Portal.io to Microsoft SharePoint workflow. Use this setup to create a new item in a Microsoft SharePoint list every time a proposal status is updated in Portal.io. This helps keep your team informed and your projects on track, ensuring efficient collaboration and enhanced productivity.

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

    Triggers when a proposal status change.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create List Item

    Creates a new item on a list.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Portal.io triggers, actions, and search

    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It
    • Site

    • FolderRequired

    Trigger
    Polling
    Try It
    • Site

    • FolderRequired

    Trigger
    Polling
    Try It
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
sharepoint logo
sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration