Portal.io + ServiceM8

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

Effortlessly manage your projects with this streamlined workflow that creates ServiceM8 jobs when proposal statuses are updated in Portal.io. Keep your team informed about project progress, enabling them to quickly address tasks and deliver excellent results. Boost productivity by connecting Portal.io and ServiceM8 seamlessly for an efficient, automated process.

When this happens...
Update Proposal Status
Triggers when a proposal status change.
TriggerInstant
automatically do this!
Create Job
Creates a new job.
ActionWrite

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Supported triggers and actions

Contact Modification
Triggers when a contact updated.
Trigger
Instant
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Update Payment Status
Triggers when a payment status change.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It

- Customer Name
- Job StatusRequired
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write

Update Order Status
Triggers when an order status change.
Trigger
Instant
Try It
- Proposal Status
Trigger
Instant
Try It
- QueueRequired
- Job Category
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
Trigger
Instant
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- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

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.

Related categories

Proposal & Invoice Management

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Learn more

Related categories

CRM (Customer Relationship Management)

Portal.io + ServiceM8

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

Supported triggers and actions

Contact Modification

Update Payment Status

Job Completed

New Client

New Job

Create Job

Update Order Status

Update Proposal Status

Job Queued

New Form Response

Create Client

About Portal.io

Related categories

About ServiceM8

Related categories

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