Portal.io Integration: Proposal Sync
When a client accepts a proposal in Portal.io, the integration automatically creates the corresponding quote or ticket in Rev.io — typically within a minute of acceptance. This eliminates the need to manually re-enter won deals and ensures your Rev.io records stay current with your Portal.io pipeline.
How It Works
When a proposal is accepted in Portal.io, the integration:
- Receives notification from Portal.io the instant the proposal is accepted.
- Finds the matching customer in Rev.io, or creates one if needed. See the Portal.io Integration: Customer Matching and Creation article for more information.
- Checks whether the proposal has already been synced. If it has, the integration stops to prevent duplicate quotes.
- Creates the quote and copies the customer's billing address onto it.
- For each area of the proposal, adds a service line and a line for each item, matching every item to a product in your Rev.io catalog or creating one if needed. See the Portal.io Integration: Product Matching and Creation article for more information.
- Approves the quote or holds it for your review. See the Portal.io Integration: Auto-Approve and Quote Review article for more information.
- Sends notifications through the channels you configured. See the Portal.io Integration: Notifications article for more information.
Landing Target: Quote vs. Ticket
You choose where accepted proposals land in Rev.io using the Landing Target setting configured during setup.
| Landing Target | What Gets Created | When to Use It |
| Quote (default) | A Rev.io quote with service lines and product lines. You can review and approve it. On approval, Rev.io creates the ticket and any recurring services automatically. | Most businesses. Gives you a review step before anything becomes billable. |
| Ticket | A Rev.io ticket with the line items, plus any recurring services, created directly. No quote, no review step. | If you'd rather skip the quote stage and have work and billing artifacts created immediately. |
| NOTE: Ticket mode creates the ticket and recurring services immediately with no draft-and-approve step. Choose this option only if you want acceptance to immediately produce billable artifacts. |
Automatic Recovery
Every hour, the integration automatically processes any proposals waiting on a configured sync delay and double-checks for any accepted proposals whose notification may have been missed. This means that even if a notification is delayed or lost, an accepted proposal will still be synced within the hour. Combined with the duplicate check, you get reliable, exactly-once syncing.
If you set a Sync Delay in your configuration, the integration will wait that many minutes after acceptance before creating the quote, giving you a window to review or cancel a proposal first.