Portal.io integration with Google Sheets
How to Create Google Sheets spreadsheets for newly accepted Portal.io proposals
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Google Sheets spreadsheets for newly accepted Portal.io proposals" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Portal.io integrations
Portal.io actions
Nekton can use any feature that is available in Portal.io API.
Using our advanced AI, you can easily create custom automations for Portal.io.
Here are some typical actions you can do in your automated workflows.
Update Order Status
Triggers when an order status change.
Update Proposal Status
Triggers when a proposal status change.
Update Payment Status
Triggers when a payment status change.
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.