In sales, timing is everything. Knowing when a proposal is opened, a payment is made, or an order is received lets you act fast, stay informed, and deliver a better customer experience. Portal’s Advanced Notifications feature makes sure the right people on your team are always in the loop.
Why Notification Customization Matters
By default, Portal sends proposal notifications to the person who initiated the activity. That works great for solo users, but growing teams need more flexibility. Different roles need different alerts—and Advanced Notifications delivers exactly that.
Here’s What You Can Do
From the "My Notifications" section in your Settings, any team member can subscribe to updates for:
Proposals: Be alerted when they’re opened, viewed, or accepted
Payments: Know the moment a customer pays
Orders: Track order confirmations and delivery milestones
Let’s say your:
Admin wants to know when a payment hits—they can subscribe.
Project Manager needs to track order status—they can subscribe.
Sales Manager wants to be notified every time a proposal is submitted—they can subscribe.
Entire Team wants to celebrate every win—they can all receive notifications when a proposal is accepted.
This ensures everyone is informed, aligned, and ready to move the project forward.
Power Your Workflow with Zapier
Even better, Portal's notifications integrate with Zapier. That means you can:
Trigger automations in your CRM
Send Slack messages when a proposal is viewed
Update project boards when a payment comes in
Notifications become not just alerts—but automation triggers for a more efficient business.
Available on Premium and higher plans
Advanced Notifications are part of our Premium and Unlimited tiers. It’s perfect for teams who want tighter communication, smoother handoffs, and faster response times.
Celebrate Wins, Act Faster, Work Smarter
Advanced Notifications help your team stay connected and proactive. Whether it’s a sales manager tracking pipeline activity or an admin watching payments, everyone stays in sync.