Gmail + Portal.io
Update proposal statuses in Portal.io and create drafts in Gmail
Streamline your proposal management with this efficient workflow. Whenever a proposal status updates in Portal.io, it preps a corresponding email draft inside Gmail. This ensures your communication is prompt, keeping all parties in the loop, and removes the need for manual email creation - saving you more time for essential tasks.
Streamline your proposal management with this efficient workflow. Whenever a proposal status updates in Portal.io, it preps a corresponding email draft inside Gmail. This ensures your communication is prompt, keeping all parties in the loop, and removes the need for manual email creation - saving you more time for essential tasks.
- When this happens...Update Proposal Status
Triggers when a proposal status change.
- automatically do this!Create Draft
Create a draft email message.
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About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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.