Connect Trengo and portalio to Build Intelligent Automations

Choose a Trigger

Trengo

When this happens...

Choose an Action

portalio

Automatically do this!

Enable Integrations or automations with these events of Trengo and portalio

Enable Integrations or automations with these events of Trengo and portalio

Actions

Create a profile

Create a profile

Creates a profile

Get a Contact

Get a Contact

Get a Contact by id.

Update a profile

Update a profile

Update a profile by ID.

Delete a profile

Delete a profile

Delete a profile by ID.

Create a note

Create a note

Create a note to profile.

Attach a contact

Attach a contact

Attach a contact

Request a new Action for Trengo

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Frequently Asked Questions

How do I start an integration between Trengo and portalio?

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

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

Absolutely. You can customize how Trengo 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 Trengo and portalio?

The data sync between Trengo 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 Trengo 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 Trengo and portalio?

Yes, you can set conditional logic to control the flow of data between Trengo 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.

Trengo

About Trengo

Trengo is a team collaboration tool to manage conversations from channels such as web chat, email and WhatsApp via one inbox.

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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