Skip to content
Log inSign up

monday.com + Portal.io

Update items in monday.com when contacts are modified in Portal.io

Keep your monday.com board updated with the latest contact modifications from Portal.io. With this workflow, any contact changes that happen in Portal.io will result in the creation of a new item in monday.com. This ensures you always have the most recent contact details at your fingertips, providing a streamlined solution to maintaining your contacts.

Keep your monday.com board updated with the latest contact modifications from Portal.io. With this workflow, any contact changes that happen in Portal.io will result in the creation of a new item in monday.com. This ensures you always have the most recent contact details at your fingertips, providing a streamlined solution to maintaining your contacts.

  1. When this happens...
    Portal.ioPortal.io
    Contact Modification

    Triggers when a contact updated.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

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

    • Board IDRequired

    Trigger
    Instant
    Try It

    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
    Try It
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
portalio logo
portalio logo

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 proposal status in Portal.io to create items in monday.com

Related Zap Templates

  • Update proposal status in Portal.io to create items in monday.com