Portal.io + Microsoft SharePoint

Update proposal statuses in Portal.io and create corresponding list items in Microsoft SharePoint

Streamline your proposal management process with this Portal.io to Microsoft SharePoint workflow. Use this setup to create a new item in a Microsoft SharePoint list every time a proposal status is updated in Portal.io. This helps keep your team informed and your projects on track, ensuring efficient collaboration and enhanced productivity.

When this happens...
Update Proposal Status
Triggers when a proposal status change.
TriggerInstant
automatically do this!
Create List Item
Creates a new item on 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
- Site
Trigger
Polling
Try It
- Site
- ListRequired
Trigger
Polling
Try It

- Site
- Folder
Trigger
Polling
Try It
- Info
- Site
- FilterRequired
Trigger
Polling
Try It

- Info
- File or folderRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- ListRequired
- IdRequired
- E Tag
Action
Write
- Site
- ListRequired
Action
Write
- Info
- FileRequired
- FolderRequired
- Overwrite
Action
Write
- Site
- ListRequired
- Item IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- ListRequired
Action
Search
- Site
Action
Search

Contact Modification
Triggers when a contact updated.
Trigger
Instant
Try It
Update Payment Status
Triggers when a payment status change.
Trigger
Instant
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- SiteRequired
- ListRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination siteRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- SharePoint URLRequired
- Allow editing
Action
Write
- Site
- Parent folderRequired
- Folder nameRequired
Action
Write
- Site
- Template
- List's nameRequired
- Description
Action
Write
- SiteRequired
- PageRequired
Action
Write
- Site
- FolderRequired
- File's nameRequired
- Should we overwrite the file?
- New FileRequired
Action
Write
- Site
- FolderRequired
- NameRequired
Action
Search
- Site
- FolderRequired
- Include detailed metadata
Action
Search

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

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Portal.io + Microsoft SharePoint

Update proposal statuses in Portal.io and create corresponding list items in Microsoft SharePoint

Supported triggers and actions

Update Change Order Status

Update Order Status

Update Proposal Status

New List

New List Item

New or Updated Folder

New or Updated List

Copy File or Folder (Within Site)

Delete List Item

Create List Item

Move File

Update List Item

API Request (Beta)

Find List Item

Get Site Information

Contact Modification

Update Payment Status

New File in Folder

New File in Subfolders

New or Updated File

Updated List Item

Copy File or Folder (Across Sites)

Create Anonymous Sharing Link

Create Folder

Create a list

Publish Page

Upload a File

Find File

Get Folder Contents

About Portal.io

Related categories

About Microsoft SharePoint

Related categories