Microsoft Excel + Portal.io
Update payment statuses in Portal.io and add rows in Microsoft Excel
Manage your finances effectively with this workflow. When a payment status gets updated in the Portal.io app, a new record is created in your Microsoft Excel worksheet. This helps you keep track of financial changes directly from your spreadsheets, making account management effortless and efficient.
Manage your finances effectively with this workflow. When a payment status gets updated in the Portal.io app, a new record is created in your Microsoft Excel worksheet. This helps you keep track of financial changes directly from your spreadsheets, making account management effortless and efficient.
- When this happens...Update Payment Status
Triggers when a payment status change.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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.
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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.