Portal.io + Slack Integrations, Built by an AI Agent
Put Portal.io + Slack 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 Slack
See the kind of workflows teams build with Portal.io and Slack below — describe the exact one you want above and the Agent builds it on demand.
Portal.io + Slack
When order status updates in Portal.io, send a notification message to a team channel on Slack.
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Alert accounting channels when payments arrive
When a payment is received in Portal.io, automatically send a message to a designated channel in Slack so the finance team can celebrate and update accounts right away.
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Post overdue invoice warnings to account owners
When an invoice becomes overdue in Portal.io, send a direct message in Slack to the assigned account owner so they can follow up with the client immediately.
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Record receipts as expenses from chat attachments
When a new file is shared in an expenses channel in Slack, automatically create an expense entry in Portal.io to streamline receipt tracking.
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Browse the full workflow library →
Looking to achieve something else with Portal.io and Slack?
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 Slack
Everything Portal.io and Slack 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.
Slack Explore Slack →
Slack is a channel-based messaging platform designed to facilitate real-time team communication and collaboration.
TriggersTriggers when a new message is posted to any public channel.
Triggers when a new #channel is created.
Triggers when a new message is posted to a specific #channel you choose.
Triggers when a custom emoji has been added to a team.
Triggers when a new file is uploaded to your workspace.
Triggers when a username or highlight word is mentioned in a public #channel.
Adds a reaction to a message.
Adds a reminder for yourself or a teammate, just like the /remind slash command.
Archives a conversation (e.g., public channel, private channel, DM, or group DM).
Cancels a message that has been scheduled to be posted.
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Post a message or thread reply to a channel. You can also schedule it to send later.
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 Team Chat apps on Knit
Explore more Team Chat integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AnywhereWorks
AnywhereWorks is team chat software that facilitates instant messaging, video meetings, and remote team collaboration.
Brosix
Brosix is an instant messaging and team collaboration platform designed for secure internal business communication and file sharing.
Chanty
Chanty is a team messaging application featuring group chat, voice messages, video calls, and integrated task management tools.
Chatwork
Chatwork is a business messaging platform that combines group chat, task management, video calling, and file sharing for team collaboration.
Discord
Discord is a voice, video, and text communication platform popular among communities, gaming groups, and online topic discussions.
Fleep
Fleep is a messaging and team collaboration tool that combines chat, project tasks, and file sharing in one platform.
Flock
A business communication and team messaging app that provides channels, video conferencing, and productivity tools in one interface.
Glip
A team messaging and collaboration software by RingCentral featuring group chat, video meetings, and task assignment.
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 + Slack
Is there a pre-built Portal.io + Slack automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Portal.io and Slack's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Portal.io or Slack connector?
No. The Agent works whether or not Portal.io or Slack 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 and Slack improve team productivity?
It delivers key financial updates—like received payments or overdue invoices—directly into Slack channels, so team members can respond quickly without continually logging into Portal.io.
Can team members initiate accounting steps directly from a message in Slack?
Yes, you can set up workflows so specific chat interactions or file shares in Slack automatically record expenses or create invoices in Portal.io.