Portal.io + Storage by Zapier

Update proposal statuses in Portal.io and remove values in Storage by Zapier

Streamline your work process with this efficient workflow. Whenever a proposal status is updated in Portal.io, this automation swiftly removes a specific value in Storage by Zapier. Not only does this save valuable time, but it also eliminates the chance of human error, providing you with a clean and accurate data set to work from.

When this happens...
Update Proposal Status
Triggers when a proposal status change.
TriggerInstant
automatically do this!
Remove Value
Remove a value stored at a defined key. Also works if the value is a list.
ActionWrite

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Supported triggers and actions

- Proposal Status
Trigger
Instant
Try It
Update Order Status
Triggers when an order status change.
Trigger
Instant
Try It
- Proposal Status
Trigger
Instant
Try It
- KeyRequired
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write

- KeyRequired
Action
Write
- Keys and Values
Action
Write

- KeyRequired
- Value
- Previous Value
Action
Write
- KeyRequired
- Item FormatRequired
- Item Separator
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
Action
Search
- KeyRequired
Action
Search
- KeyRequired
- Value
Action
Search or write

Contact Modification
Triggers when a contact updated.
Trigger
Instant
Try It
Update Payment Status
Triggers when a payment status change.
Trigger
Instant
Try It
- KeyRequired
- Increment Amount
Action
Write
- KeyRequired
- ValueRequired
- Location
Action
Write
- KeyRequired
- Child Keys
Action
Write
- KeyRequired
- Child Values
Action
Write
- KeyRequired
- Value
Action
Write
Get All Values
Get all values stored.
Action
Search
- KeysRequired
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- KeyRequired
- Child KeysRequired
- Should this action match all existing child keys?
- Child Values
Action
Search or write

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