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Automate Portal.io with Intelligent Messaging & Calling

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to supplie Transform your Portal.io workflows into intelligent SMS, WhatsApp, and phone call campaigns with just 2 simple steps.

What is Agentic Send?

Agentic Send is Seasalt.ai's revolutionary AI-powered automation that collapses complex multi-step Zapier workflows into a single action. Instead of manually configuring 5-17 steps, you simply tell the AI what you want to do.

Traditional Workflow

Fragile 5-Step Process:

  • • Event trigger
  • • Extract data with formatter
  • • Check if data exists (Path)
  • • Validate data format (Path)
  • • Send message

Agentic Send Workflow ✨

Simple 2-Step Process:

  • • Event trigger
  • • Agentic Send (AI handles everything)

Why Agentic Send?

Transform your Portal.io workflows into intelligent messaging with zero complexity

Radical Simplicity

10-step Old Way
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1-Step Agentic Way
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Done! ✨

98% Open Rates

0%

Messages get read within minutes

AI Data Cleaning

555-010 2399
+15550102399
AI fixes a bad number instantly.

Global Reach

Send to customers worldwide, instantly

190+ countries • 200+ carriers • Instant delivery

How it Works

1

Connect

Select Portal.io

2

Prompt

Tell the AI what to do in plain English

3

Activate

The AI handles the data extraction and sending

Popular Use Cases with Portal.io

Invoice sent from Portal.io

Payment reminders

Invoice approval notifications

Popular Portal.io Triggers

Invoice sent Invoice paid Payment overdue

Ready to Automate Portal.io?

Join thousands of businesses using Agentic Send to simplify their workflows

Any questions? We follow up with every message.