Add specific change order statuses that you want notification. If you want notification for all statuses leave this field empty.

Add specific proposal statuses that you want notification. If you want notification for all statuses leave this field empty.

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.

Portal.io

In order to trigger when emails are opened, this must be paired with a separate Zap using the **Send Outbound Email** action, with the **Enable Read Receipts?** field set to `True`.

To test with a live email, send an email to yourself using your **Send Outbound Email** action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.

**Trial or Free Zapier plan:**

 - Emails sent during [testing](https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps "https://help.zapier.com/hc/en-us/articles/18811411817741-Test-Zap-steps") are sent to the [Zapier account email address](https://help.zapier.com/hc/en-us/articles/8496274581517-Change-your-Zapier-account-email-address "https://help.zapier.com/hc/en-us/articles/8496274581517-Change-your-Zapier-account-email-address"). Once published, emails go to the intended recipients (To, CC, BCC).
 - You can send a maximum of 5 emails per account per day.

**Paid Zapier plan:**

 - You can send a maximum of 10 emails per account per hour.

Can be a comma separated list of emails. Limited to 5.

You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.

A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).

This will be your "display name" when sending. *Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.*

Specify a reply address other than your own.

Set this to "yes" if your emails are received without line breaks or spacing.

Want to be notified when this email is opened? Set this to to `True` and set up a Zap using the `New Read Receipt` trigger.

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!

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.

Email by Zapier + Portal.io

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

Supported triggers and actions

Update Change Order Status

Update Order Status

Update Proposal Status

New Read Receipt

Contact Modification

Update Payment Status

New Inbound Email

Send Outbound Email

About Email by Zapier

Related categories

About Portal.io

Related categories