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Portal.io Integrations

Proposal & Invoice Management

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Or pick an app to pair witharrow pointing down
Integrate Gmail with Portal.ioIntegrate Gmail with Portal.io

Gmail

Email, Google
Integrate monday.com with Portal.ioIntegrate monday.com with Portal.io

monday.com

Project Management
Integrate Dropbox with Portal.ioIntegrate Dropbox with Portal.io

Dropbox

File Management & Storage
Integrate Zoho CRM with Portal.ioIntegrate Zoho CRM with Portal.io

Zoho CRM

CRM (Customer Relationship Management), Zoho
Integrate Google Drive with Portal.ioIntegrate Google Drive with Portal.io

Google Drive

File Management & Storage, Google
Integrate Pipedrive with Portal.ioIntegrate Pipedrive with Portal.io

Pipedrive

CRM (Customer Relationship Management)
Integrate Zoho Books with Portal.ioIntegrate Zoho Books with Portal.io

Zoho Books

Accounting, Zoho
Integrate Xero with Portal.ioIntegrate Xero with Portal.io

Xero

Accounting
Integrate HubSpot with Portal.ioIntegrate HubSpot with Portal.io

HubSpot

Marketing Automation
Integrate Gmail with Portal.ioIntegrate Gmail with Portal.io

Gmail

Email, Google
Integrate monday.com with Portal.ioIntegrate monday.com with Portal.io

monday.com

Project Management
Integrate Dropbox with Portal.ioIntegrate Dropbox with Portal.io

Dropbox

File Management & Storage
Integrate Zoho CRM with Portal.ioIntegrate Zoho CRM with Portal.io

Zoho CRM

CRM (Customer Relationship Management), Zoho
Integrate Google Drive with Portal.ioIntegrate Google Drive with Portal.io

Google Drive

File Management & Storage, Google
Integrate Pipedrive with Portal.ioIntegrate Pipedrive with Portal.io

Pipedrive

CRM (Customer Relationship Management)
Integrate Gmail with Portal.ioIntegrate Gmail with Portal.io

Gmail

Email, Google
Integrate monday.com with Portal.ioIntegrate monday.com with Portal.io

monday.com

Project Management
Integrate Dropbox with Portal.ioIntegrate Dropbox with Portal.io

Dropbox

File Management & Storage
Integrate Zoho CRM with Portal.ioIntegrate Zoho CRM with Portal.io

Zoho CRM

CRM (Customer Relationship Management), Zoho
Integrate Google Drive with Portal.ioIntegrate Google Drive with Portal.io

Google Drive

File Management & Storage, Google
Integrate Pipedrive with Portal.ioIntegrate Pipedrive with Portal.io

Pipedrive

CRM (Customer Relationship Management)
Integrate Zoho Books with Portal.ioIntegrate Zoho Books with Portal.io

Zoho Books

Accounting, Zoho
Integrate Xero with Portal.ioIntegrate Xero with Portal.io

Xero

Accounting
Integrate HubSpot with Portal.ioIntegrate HubSpot with Portal.io

HubSpot

Marketing Automation

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Quickly automate Portal.io integrations with Zapier's templates

  • Create new Jobber clients from updated Portal.io contacts

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    • Portal.io logo
    • Jobber logo
    Portal.io + Jobber

  • Send Gmail emails for new Portal payment status updates

    Details
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    • Portal.io logo
    • Gmail logo
    Portal.io + Gmail

  • Create Google Sheets spreadsheets for newly accepted Portal.io proposals

    Details
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    • Portal.io logo
    • Google Sheets logo
    Portal.io + Google Sheets

  • Quick add events in Google Calendar for new updates to order statuses in Portal.io

    Details
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    • Portal.io logo
    • Google Calendar logo
    Portal.io + Google Calendar

  • Send Gmail emails for newly accepted Portal.io proposals

    Details
    Try it
    • Portal.io logo
    • Gmail logo
    Portal.io + Gmail

  • Create new ServiceM8 jobs when proposal statuses are updated in Portal.io

    Details
    Try it
    • Portal.io logo
    • ServiceM8 logo
    Portal.io + ServiceM8

Create new Jobber clients from updated Portal.io contacts

Details
Try it
  • Portal.io logo
  • Jobber logo
Portal.io + Jobber

Send Gmail emails for new Portal payment status updates

Details
Try it
  • Portal.io logo
  • Gmail logo
Portal.io + Gmail

Create Google Sheets spreadsheets for newly accepted Portal.io proposals

Details
Try it
  • Portal.io logo
  • Google Sheets logo
Portal.io + Google Sheets

Quick add events in Google Calendar for new updates to order statuses in Portal.io

Details
Try it
  • Portal.io logo
  • Google Calendar logo
Portal.io + Google Calendar

Send Gmail emails for newly accepted Portal.io proposals

Details
Try it
  • Portal.io logo
  • Gmail logo
Portal.io + Gmail

Create new ServiceM8 jobs when proposal statuses are updated in Portal.io

Details
Try it
  • Portal.io logo
  • ServiceM8 logo
Portal.io + ServiceM8

Supported triggers and actions

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.

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  • Proposal & Invoice Management

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