Zapier
Set up 8 triggers and 4 actions to connect onboarding events to Slack, Google Sheets, Asana, QuickBooks, and thousands of other apps without writing code.
Pro plan and above.
Connect Portico to Zapier to trigger workflows in other apps when onboarding events happen. Use Zapier to send notifications, create records, update spreadsheets, and more — without writing code.
Available triggers
Zapier triggers fire when these events happen in Portico:
| Trigger | Fires when |
|---|---|
| Onboarding completed | A client finishes all required fields and the onboarding is marked complete. |
| Onboarding sent | You send an onboarding to a client. |
| Onboarding started | A client opens the onboarding link for the first time. |
| Onboarding overdue | An onboarding passes its due date without being completed. |
| Response submitted | A client submits or resubmits a field response. |
| Signature signed | A client signs a signature field. |
| Payment received | A client's payment is successfully processed through Stripe. |
| File uploaded | A client uploads a file. |
Available actions
| Action | What it does |
|---|---|
| Create client | Add a new client to your Portico directory. |
| Find client | Look up a client by email. |
| Create onboarding | Create a new onboarding from a template and assign it to a client. |
| Send onboarding | Send an existing draft onboarding to the client. |
Common workflows
Here are popular ways teams use Portico with Zapier:
- Onboarding completed — create a project in Asana, Notion, or Monday.com.
- Response submitted — post a notification to a Slack channel.
- Payment received — add a row to a Google Sheet or create a record in QuickBooks.
- Signature signed — send a confirmation email through Gmail or Mailchimp.
- File uploaded — save the file to Google Drive or Dropbox.
- New client in CRM — automatically create a Portico client and send an onboarding.
Setup
- Log in to Zapier and create a new Zap.
- Search for Portico as the trigger app.
- Connect your Portico account using your API key (generated in Settings > Integrations > API keys).
- Select a trigger event and configure the Zap.
Zapier manages the webhook subscription automatically. You do not need to configure a webhook URL manually.
Payload format
Zapier triggers receive the same payload format as webhooks. Each event includes the event type, timestamp, and a data object with event-specific fields.
Zapier and direct webhooks
You can use Zapier and direct webhooks at the same time. They operate independently — enabling one does not affect the other. Zapier subscriptions support all 8 trigger events. Direct webhooks support 6 events (see Webhooks for the full list).
Frequently asked questions
- What can I trigger from Portico in Zapier?
- 8 triggers: onboarding created, sent, opened, submitted, completed, field approved, field rejected, and client created.
- What actions can Zapier perform in Portico?
- 4 actions: create a client, create an onboarding, send an onboarding, and update a client record.
- Do I need a paid Zapier plan?
- Basic Zaps work on Zapier's free tier. Multi-step Zaps and filters require a paid Zapier plan.