Salesflare Salesflare Integrations

Portal.io and Salesflare

Proposal & Invoice Management portalio.io ↗

How to connect Portal.io

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.

Portal.io operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Contact Modification — Triggers when a contact updated.
  • Update Change Order Status — Triggers when a change order status change.
  • Update Order Status — Triggers when an order status change.
  • Update Payment Status — Triggers when a payment status change.
  • Update Proposal Status — Triggers when a proposal status change.

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