Zapier Action: Create Portal (Dynamic)

Guide to: 'Create Portal' action in PortalCX - Zapier Integration

Benjamin Schwen avatar
Written by Benjamin Schwen
Updated over a week ago

Field Definitions:

1. Project Name - The name of your project. This will be what is displayed on the top of your customer portal, as well as in your customer notifications. For example, if I am a solar company creating a portal for my customer's solar installation project, i'll put something like "Solar Installation" as the project name. You can also add dynamic details to this like the customer's address i.e. "Solar Installation at 22 north ave".

2. Project Contact Email - The email address at which you'd like displayed as the contact email for your company in your customer portal.

3. Project Contact Phone - The support phone number at which you'd like displayed as the contact phone number for your company in your customer portal.

4. Customer Name - The name of the customer you're creating the portal for.

5. Customer Email - The email of the customer you're creating the portal for. This is the email that will be receiving the customer portal notifications.

6. Customer Phone - The phone number of the customer you're creating the portal for. This is the number that will be receiving the customer portal notifications.

7. Stages - These are the dynamic stages for your portal project. These stages will be presented in the customer portal. You're able to define a few aspects of each stage:

Label (the stage name)
Order (the display order in which this stage is displayed)
Description (the description set below the stage, used to give a better definition of the stage).

All of these stages can be set once if your process is always the same, however you can dynamically set these for each customer portal if your process requires it.
Stages are setup in JSON format (more info on json here).
Here is an example of a Pest Control company setting up their stages:

[ 

{ "label": "Welcome to Pest Control", "order": "0" },
{ "label": "Payment Captured", "order": "1" },
{ "label": "Scheduling Service", "order": "2" },
{ "label": "Service Scheduled", "description": "We have scheduled your service with our technicians", "order": "3" },
{ "label": "Service Completed", "order": "4" },
{ "label": "Customer Follow Up", "order": "5" },
{ "label": "Your Home is Pest Free!", "description": "We have completed your service", "order": "6" }

]

We recommend not going over 20 stages as it can hinder the appearance of your customer portal.

**IMPORTANT** -
this action returns the PortalId field for the customer portal. The PortalId field will need to be stored back to your CRM or tool you're integrating with in order to push subsequent updates to the customer portal. Such as the action: 'Update Portal Stage'

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