---
title: "Portal.io Integration: Notifications"
url: "https://help.psarev.io/en/article/portalio-integration-notifications"
language: "en"
last_updated: "2026-06-26T13:24:23.838Z"
---

# Portal.io Integration: Notifications

The integration can alert you about five types of events. You configure which channels each event uses during setup on the Notifications page. All channels are enabled by default.

### Notification Events

| **Event** | *When It Fires* |
| --- | --- |
| **Products Auto-Created** | *The sync created one or more new products and is holding the quote for your review.* |
| **Sync Success** | *A proposal synced cleanly to a quote and was approved, if Auto-Approve is on.* |
| **Sync Failure** | *Something went wrong during the sync.* |
| **New Customer** | *The integration created a new Rev.io customer from a proposal.* |
| **Ambiguous Customer** | *The sync was blocked because it could not confidently identify one customer.* |

### Notification Channels

The following channels are available for each event.

| **Channel** | *Description* |
| --- | --- |
| **Rev.io Push Notification** | *An in-app notification sent to the Rev.io user designated as the Notification User during setup.* |
| **Rev.io Note** | *A note written on the quote, or on the customer for the New Customer event.* |
| **Portal.io Internal Note** | *A note written back onto the proposal in Portal.io, visible to your team but not to the client.* |
| **Action Required Flag** | *For events that need attention, such as new products or a new customer, the quote is flagged so it stands out in Rev.io.* |

You can turn any channel off for any event. Turning everything off for an event silences it entirely.

| **NOTE:** Push notifications go to the single Rev.io user selected as the Notification User during setup. Make sure it is someone who actively monitors these alerts. |
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