Portal.io SMS Integration

Yes — Mobile Message integrates with Portal.io. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the Portal.io integration

An installer may be waiting for a payment or proposal decision while the relevant status changes inside Portal.io. Portal aggregates product data, pricing, proposals, payments and purchase orders, while Mobile Message can send a prompt when an order, proposal or payment status changes. This removes the need for a manual chase through the portal.

This connection runs through Zapier. Update Payment Status can trigger Send SMS to a customer or accounts contact, and Update Proposal Status can trigger Send SMS to List for the sales team. Update Order Status can also send a customer-facing progress message, while Contact Modification can alert staff that contact information has changed. Portal.io remains the place where the installer manages the commercial workflow, and Mobile Message sends the selected notification. Each Zap can be limited to the status that matters, with the available Portal.io details mapped into a clear text. That makes important decisions more visible while avoiding messages for every routine portal activity.
Categories:

A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect Portal.io and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A Portal.io payment status changes Portal.io · Update Payment Status
Then Text the customer about payment progress Mobile Message · Send SMS
Use this Zap
When Instant A Portal.io proposal status changes Portal.io · Update Proposal Status
Then Alert the sales team by text Mobile Message · Send SMS to List
Use this Zap
When Instant A Portal.io order status changes Portal.io · Update Order Status
Then Text the customer an order update Mobile Message · Send SMS
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Portal.io supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 5
  • 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.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Portal.io + SMS: common questions

Can Portal.io text a customer when payment status changes?

Yes. Update Payment Status can trigger Send SMS in Mobile Message. Use the Portal.io status and contact information available to create the notification.

Can a proposal status change alert an installer team?

Yes. Update Proposal Status can trigger Send SMS to List, notifying a selected team when a Portal.io proposal status changes.

How do I set up Portal.io status notifications?

You need Portal.io, Mobile Message and Zapier accounts. Pick the relevant Portal.io trigger, add a Mobile Message action, map the fields, test the Zap and activate it without code.

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