Portal is the best way to operate a modern, tech-enabled, service business.

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Background

Whether you work at a marketing agency, accounting firm, recruiting agency, or tech-enabled services startup, you might find that it's difficult to provide clients a streamlined experience. Specifically, you are likely using email and a suite of SaaS tools for communication, payments, file-sharing, eSignatures, etc. Unfortunately, when you do that, your clients now have a bunch of different accounts to manage, get emails from several different services, and have a fragmented user experience.

Portal solves this problem:

  1. You can set up a portal with powerful out-of-the-box modules for messaging, payments, file-sharing, eSignatures, intake forms, and more. Your clients get one unified account to work with you.
  2. You can customize your portal so it reflects your brand. Portal is fully white label so you can connect a custom domain for your portal, set up a custom email for notifications, design your theme, and more.
  3. You can extend your portal with custom functionality. You can use Extensions to embed products like Airtable and Google Data Studio. Or you can use Authenticated Extensions to embed your own web app and dynamically render data based on the active client user.
  4. You can set up automations within your portal to automate onboarding, repetitive tasks, and more. Additionally, you can connect external tools like HubSpot and SalesForce.

This API documentation will focus on points (3) and (4).

Getting Started

Before jumping into the API documentation we recommend that you familiarize yourself with the core product first.

  1. You can start a free trial here.
  2. You can watch a 10 minute product tour here.

Support

To receive support from the Portal team you can use the Help Center that is accessible in the bottom-left of your portal or you can email [email protected].

To join the Portal API community you can join our Slack group here and join the #API channel.

API Enhancements

Over time you can expect comprehensive API support for all Portal resources — messages, files, invoices, forms, etc. We do weekly releases every Wednesday, and you can track updates to our API here.