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.

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.

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

    Triggers when a proposal status change.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    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
    • Board

    • List

    • Card

    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
trello logo
trello logo

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

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