Put Portal.io to work with AI and enterprise-grade automation
Automate smarter with Portal.io and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
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- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
monday.com
Project Management
QuickBooks Online
Accounting
LeadConnector
Marketing Automation
ServiceTitan
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Simpro
Project Management
CompanyCam
Images & Design
Microsoft Outlook
Calendar, Email, Microsoft
Housecall Pro
Scheduling & Booking
monday.com
Project Management
QuickBooks Online
Accounting
LeadConnector
Marketing Automation
ServiceTitan
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Simpro
Project Management
monday.com
Project Management
QuickBooks Online
Accounting
LeadConnector
Marketing Automation
ServiceTitan
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Simpro
Project Management
CompanyCam
Images & Design
Microsoft Outlook
Calendar, Email, Microsoft
Housecall Pro
Scheduling & Booking
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Update proposal status in Portal.io to automatically create or update module entries in Zoho CRM
PremiumDetails
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Proposal Status
Try ItTriggerInstant- Update Order Status
Triggers when an order status change.
Try ItTriggerInstant - Proposal Status
Try ItTriggerInstant
- Contact Modification
Triggers when a contact updated.
Try ItTriggerInstant - Update Payment Status
Triggers when a payment status change.
Try ItTriggerInstant
For builders
Let your AI safely access Portal.io
Go beyond Zap workflows. Install Zapier in your AI to call Portal.io actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Portal.io from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Portal.io actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Portal.io connection @ https://zapier.com/fr/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "portalio", owner: "me" });
await zapier.runAction({
app: 'portalio',
action: '{actionName}',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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.
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