Connect Totango and portalio to Build Intelligent Automations

Choose a Trigger

Totango

When this happens...

Choose an Action

portalio

Automatically do this!

Enable Integrations or automations with these events of Totango and portalio

Enable Integrations or automations with these events of Totango and portalio

Actions

Get User

Get User

Get details of user account

List Events

List Events

Get all the events form totango.

List Touchpoint Type

List Touchpoint Type

Get all the touchpoint type form totango.

List Touchpoint Tags

List Touchpoint Tags

Get all the touchpoint tags form totango.

List Activity Types

List Activity Types

Get all the Activity Types form totango.

List Teams

List Teams

Get all the teams form totango.

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Frequently Asked Questions

How do I start an integration between Totango and portalio?

To start, connect both your Totango and portalio accounts to viaSocket. Once connected, you can set up a workflow where an event in Totango triggers actions in portalio (or vice versa).

Can we customize how data from Totango is recorded in portalio?

Absolutely. You can customize how Totango data is recorded in portalio. This includes choosing which data fields go into which fields of portalio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Totango and portalio?

The data sync between Totango and portalio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Totango to portalio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Totango and portalio?

Yes, you can set conditional logic to control the flow of data between Totango and portalio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Totango

About Totango

Totango is a Customer Engagement Management platform.

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portalio

About portalio

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.

Learn More