Portal.io + Mailshake Integrations, Built by an AI Agent
Put Portal.io + Mailshake to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Portal.io and Mailshake
See the kind of workflows teams build with Portal.io and Mailshake below — describe the exact one you want above and the Agent builds it on demand.
Portal.io + Mailshake
When order status changes in Portal.io, pause or advance prospect sequences in Mailshake.
See details
Send confirmation emails on completed payments
When a payment is received in Portal.io, automatically send a transactional confirmation email to the client using Mailshake.
See details
Sync new marketing subscribers to accounting contacts
When a new subscriber is added in Mailshake, automatically create or sync their contact record in Portal.io for future invoicing.
See details
Add customers with overdue invoices to reminder lists
When an invoice becomes overdue in Portal.io, automatically add the customer to a specific follow-up list in Mailshake.
See details
Browse the full workflow library →
Looking to achieve something else with Portal.io and Mailshake?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Portal.io and Mailshake
Everything Portal.io and Mailshake can do inside a workflow — the triggers that start one and the actions that run when it fires.
Portal.io Explore Portal.io →
A proposal and payment software designed for technology integrators to create visual estimates, proposals, and invoices.
TriggersTriggers when a change order status change.
Triggers when a contact updated.
Triggers when an order status change.
Triggers when a payment status change.
Triggers when a proposal status change.
Mailshake Explore Mailshake →
Mailshake is a cold email outreach and sales engagement software that automates email campaigns and follow-ups.
TriggersTriggers when a recipient clicks on a link.
Triggers when a lead is created.
Triggers when the status of a lead changes.
Triggers when an email is sent to a recipient from one of the campaign sequence messages.
Triggers when a recipient opens an email.
Triggers when a recipient replies to one of your messages.
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent.
Adds a list of recipients to a campaign via a CSV file. Each column can be used as a text replacement. NOTE: This can cause emails to immediately be sent.
Creates leads from existing recipients that match the given email addresses.
Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
4Pay
4Pay is a digital payment processing platform that enables online businesses to manage transactions, payouts, and customer billing seamlessly.
Aarven
Aarven is a financial management platform designed to help organizations automate bookkeeping, manage invoices, and track business expenses.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountGroove
AccountGroove is a cloud-based invoicing and billing platform designed to streamline client account management and financial tracking.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
AdvicePay
AdvicePay is a billing and payment processing platform tailored specifically for fee-for-service financial planning advisors.
AffiniPay
AffiniPay is an online payment processing platform tailored for professional services firms to accept credit cards and eChecks.
Other Email Marketing apps on Knit
Explore more Email Marketing integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Action Network
A digital organizing toolset that provides email marketing, online petitions, and fundraising tools for progressive campaigns and nonprofits.
Acumbamail
An email marketing and SMS platform for creating newsletters, managing subscriber lists, and running automated email campaigns.
Adestra
Adestra is an enterprise email marketing software platform providing message personalization, automation, and campaign delivery tracking.
Audienceful
Audienceful is a content-focused email marketing platform that allows users to publish web content and email newsletters simultaneously.
AWeber
AWeber is an email marketing tool that enables small businesses to design newsletters, automate campaigns, and manage subscribers.
beehiiv
beehiiv is a digital newsletter platform that provides tools for content creators to write, send, scale, and monetize email newsletters.
BigMailer
BigMailer is an email marketing and newsletter platform that allows agencies and high-volume senders to manage bulk email campaigns.
BirdSend
BirdSend is an email marketing automation application designed for content creators to manage contact lists and email campaigns.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Portal.io + Mailshake
Is there a pre-built Portal.io + Mailshake automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Portal.io and Mailshake's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Portal.io or Mailshake connector?
No. The Agent works whether or not Portal.io or Mailshake already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Portal.io with Mailshake benefit billing communications?
You can automatically send transactional emails or update subscriber lists in Mailshake whenever financial milestones like completed payments or overdue invoices occur in Portal.io.
Can subscriber changes in Mailshake sync back to financial contacts in Portal.io?
Yes, when a new subscriber joins via Mailshake marketing campaigns, their contact record can be created or updated automatically in Portal.io.