Portico and Salesflare
How to connect Portico
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When payment Received in Portico, create opportunity, then find or create contact in Salesflare.
- When form Response Submitted in Portico, find or create contact in Salesflare.
About Portico
Portico is a client onboarding tool for service businesses. Collect intake forms, e-signatures, documents, and payments in one link.
Portico operations on Zapier
Triggers (8)
Start a workflow when this happens
- Document Signed — Triggers when a client signs a document in an onboarding.
- File Uploaded — Triggers when a client uploads a file during onboarding.
- Form Response Submitted — Triggers when a client submits form responses in an onboarding.
- Onboarding Completed — Triggers when a client finishes all onboarding steps.
- Onboarding Overdue — Triggers when a client misses an onboarding deadline.
Show 3 more triggers
- Onboarding Sent — Triggers when an onboarding invite is sent to a client.
- Onboarding Started — Triggers when a client opens their onboarding link for the first time.
- Payment Received — Triggers when a client completes a payment in an onboarding.
Actions (3)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Onboarding — Creates a new onboarding from a template for a client.
- Send Onboarding — Sends an onboarding invite email to the client.
Searches (2)
Look up existing records
- Find Client — Finds a client by email address.
- Find Onboarding — Finds an onboarding by client or status.
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