Integration with external systems using Zapier

You can integrate Portfoleon with other systems using a Zapier connector.

To start using Zapier follow the following steps.

Step 1. Create an API key. To connect to Portfoleon you will need an API key. To generate a new API key, go to Administration - Integrations menu, and click New API key.

Integrations menu

Step 2. Connect to Portfoleon with Zapier. In Zapier go to My apps - Add connection and authenticate using your API key.

Zapier authentication

Step 3. Create a new Zap! Make Zaps that can create and update Portfoleon items.

To react on Portfoleon events you can also use Webhooks. Use a webhook rule action to react to a Portfoleon event.

Visit the developers website and explore the Swagger UI to learn more about API integration.