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Microsoft Excel + Portal.io

Update proposal status in Portal.io and add rows in Microsoft Excel

Keep your records updated effectively with this seamless workflow. As soon as you modify a proposal status in Portal.io, this change is reflected instantly in a Microsoft Excel sheet, helping avoid manual entries and minimizing errors. Your proposal status alterations are displayed in real-time, providing you an accurate, up-to-date overview every time.

Keep your records updated effectively with this seamless workflow. As soon as you modify a proposal status in Portal.io, this change is reflected instantly in a Microsoft Excel sheet, helping avoid manual entries and minimizing errors. Your proposal status alterations are displayed in real-time, providing you an accurate, up-to-date overview every time.

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

    Triggers when a proposal status change.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

  • Portal.io triggers, actions, and search

    Contact Modification

    Triggers when a contact updated.

    Trigger
    Instant
    Try It
  • Portal.io triggers, actions, and search

    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It

    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    Trigger
    Polling
    Try It
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excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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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.
Learn more

Related categories

  • Proposal & Invoice Management

Related Zap Templates

  • Update payment statuses in Portal.io and add rows in Microsoft Excel

Related Zap Templates

  • Update payment statuses in Portal.io and add rows in Microsoft Excel