Automations for Customer Portal

Automate portal requests, emails, and follow-up in the Customer Portal.

With the Customer Portal, customers can submit requests themselves and view information.

By linking automations to portal events, you handle requests faster and more consistently.

Think of an automatic confirmation email, a notification to planning, or creating a work order.

1

Configure the Customer Portal

First check your portal settings through Settings → Portal settings.

2

Check your email templates

Create the correct portal email templates and link them where needed.

3

Create a new automation

Go to Settings → Settings → Automation and click Add.

4

Name the automation

For example: Confirmation for new portal request.

5

Choose a portal event

Select an event that belongs to a new portal request or a portal process.

6

Add criteria

Filter, for example, by portal customer or work type.

7

Choose the action

For example, set a notification to planning or an automatic email.

8

Save and test

Create a test request from the portal and check whether everything works correctly.

Add a screenshot here of Portal settings and an example automation with a portal event as trigger.

Frequently asked questions

Where do new portal requests appear?

In the work order overview under Requests → Portal requests.

Can I set different automations per customer portal?

Yes. Use criteria to filter by the correct portal customer.

Do I need to set email templates per portal?

Yes. You create portal email templates separately and link them in the portal settings.

Related topics

• How To Create A Customer Portal
• How To Create A Work Order In The Customer Portal
• How To Create Customer Portal Email Templates