When update proposal status in Portal.io, sync it to ServiceTitan.

When proposal status updates in Portal.io, sync estimate details to ServiceTitan.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Portal.io Explore Portal.io →

Triggers

New invoice created

Fires when a new invoice is created in Portal.io.

Payment received

Fires when a payment is recorded in Portal.io.

Invoice overdue

Fires when an invoice in Portal.io passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Portal.io.

Actions

Create invoice

Creates a new invoice in Portal.io.

Record payment

Records a payment against an invoice in Portal.io.

Create expense

Creates a new expense entry in Portal.io.

Sync customer record

Syncs a customer's billing record in Portal.io.

ServiceTitan Explore ServiceTitan →

Triggers

New contact or lead

Fires when a new contact or lead is added to ServiceTitan.

Contact updated

Fires when a field on a contact changes in ServiceTitan.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in ServiceTitan.

Deal won

Fires when a deal is marked won in ServiceTitan.

Actions

Create or update contact

Creates or updates a contact in ServiceTitan.

Create deal

Creates a new deal in ServiceTitan.

Update record stage

Moves a deal or record to a new stage in ServiceTitan.

Log activity

Logs a call, email, or note against a record in ServiceTitan.

Turn closed deals into client invoices When a deal is marked won in ServiceTitan, automatically create an invoice in Portal.io so billing can start without delay. See details

Update deal status when payments arrive When a payment is received in Portal.io, automatically update the deal stage in ServiceTitan to keep sales reps informed of account standing. See details

Sync client records between systems When contact details are updated in ServiceTitan, automatically sync the customer record in Portal.io to maintain clean billing profiles. See details

See all Portal.io + ServiceTitan integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When update proposal status in Portal.io, sync it to ServiceTitan.” between Portal.io and ServiceTitan?

Yes — describe it in the box above and Knit's Integrations Agent researches Portal.io and ServiceTitan's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does linking Portal.io and ServiceTitan streamline the sales-to-finance handoff?

Closing a deal in ServiceTitan can instantly create an invoice in Portal.io, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Portal.io update deal stages in ServiceTitan?

Yes, when a customer settles an invoice in Portal.io, the corresponding deal stage in ServiceTitan can automatically update to reflect a completed transaction.