Integrations
Onboarding data should not live in a silo. Connect Portico to your CRM, accounting software, project management tools, and communication channels — or build custom integrations with the REST API and webhooks.
Native
Connect Portico to 6,000+ apps. Trigger workflows when onboardings are submitted, files uploaded, or signatures completed.
Build multi-step automations with visual workflows. Route onboarding data to any tool in your stack.
Full CRUD API for onboardings, templates, clients, and files. Build custom integrations or embed onboarding into your product.
Real-time event notifications for submissions, file uploads, signature completions, and status changes.
Via Zapier and Make
Accounting
Sync new client data to QuickBooks when onboarding completes. Create contacts, invoices, or journal entries automatically.
Accounting
Push client details and payment data to Xero. Keep your accounting software in sync without manual data entry.
CRM
Create or update HubSpot contacts when clients complete onboarding. Sync status, custom fields, and deal properties.
Communication
Get notifications in Slack when clients submit onboardings, upload files, or sign agreements. Route to the right channel.
Data
Log onboarding submissions to a Google Sheet. Build reports, track trends, or feed data to other tools.
Productivity
Create Notion database entries for each new client onboarding. Keep your team's workspace in sync.
CRM
Sync onboarding completions to Pipedrive deals. Move deals through your pipeline automatically.
Data
Push onboarding data into Airtable bases. Build custom dashboards and workflows on top of client intake data.
For developers
Start free. Zapier, Make, REST API, and webhooks available on Pro plans.
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