Portal.io

Why Calendar Links Supercharge Portal.io

Integrating CalendarLink reduces no-shows and ensures prompt customer action with clear Add-to-Calendar calls to action.

• Universal Add-to-Calendar support for all major platforms.
• One-click, no-code setup for quick integration.
• Detailed click and attendance analytics to track engagement.
• Time-zone and daylight-saving safe scheduling.

Add Calendar Links in Portal.io: Triggers & Actions

Turn Portal.io Activity into Calendar Events

1. Create a CalendarLink for updated statuses

Use triggers like Update Change Order Status and Update Proposal Status to initiate calendar events.

2. Send data to CalendarLink

Map the names, dates, and descriptions, optionally capturing RSVP details.

3. Publish the personalised invite

Receive the Add-to-Calendar link back and incorporate it into your customer communications.

Fire Portal.io Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Upcoming Event or RSVP to start workflows in Portal.io.

2. Map Add-to-Calendar Data

Effortlessly flow titles, dates, times, and attendee lists into Portal.io.

3. Create a new row or update a row

Update proposal statuses or log engagement based on CalendarLink information using the actions available.

Best Practices for automting Portal.io Calendar Invites

• Utilize click and attendance analytics to refine event timing.
• Sync subscription calendars to prevent scheduling conflicts.
• Customize invite branding to align with your service identity.
• Leverage smart reminders to boost event attendance.