Integrate with the best Services
Zapier
Integration between My Portal App and Zapier means performing redundant actions in multiple places is a thing of the past. Connecting your My Portal App account in one location means you can perform a multiple of actions across the web, all from your Dashboard. Easily have My Portal App Clients synced to your Gmail contacts, have Tasks automatically created in Asana, have Invoices generated inside Freshbooks, and much more. With the interconnected nature of Zapier, the possibilities are nearly limitless! We are very happy to have built-in integration with their service.
QuickBooks Online
Easily connect your QuickBooks Online account with your My Portal App installation, and whenever you create an Estimate or Invoice, or track a payment, in My Portal App, that data will automatically be synced and logged in your QuickBooks Online dashboard. Client data is automatically pulled over as well, so you can easily view any My Portal App Estimates, Invoices, and payments in either My Portal App or QuickBooks Online, and be confident that it all matches up. Integration is as simple as logging in, and you’ll be up and running and synced in a matter of minutes.
Stripe
Stripe made a name for itself by bursting on the scene with well documented & developer friendly solutions to using payment gateways in eCommerce and mobile apps. With this payment gateway, you can accept both one-time payments and recurring subscription payments.
Braintree
Braintree was a pioneer in developer friendly mobile & eCommerce payments. In it’s early years, Braintree acquired Venmo for $26.2 million, and then just a year later, Braintree was acquired by PayPal for $800 million. With this payment gateway, you can accept both one-time payments and recurring subscription payments.
Authorize.Net
One of the most established and trusted payment gateway solutions out there is Authorize.Net. With this payment gateway, you can accept both one-time payments and recurring subscription payments.
PayPal
PayPal is one of the most universally used and accepted payment exchange solutions. With this payment gateway, you can accept both one-time payments and recurring subscription payments.
Google Calendar
Each member of your Staff can sync their My Portal App calendar to their Google Calendar. This means whenever a Task or Event is assigned to your Team, they will show not only on their My Portal App calendar, but those Tasks/Events will also be replicated in their Google Calendar. If these Tasks/Events are modified, moved or deleted, those changes are also reflected on the Google Calendar side.
WordPress
If your website is built on the WordPress framework, you can seamlessly integrate My Portal App using our free Client Portal Direct Login plugin, available for download and installation from the WordPress Plugin Repository. This plugin adds a simple customizable login form to your WordPress site, which allows you and your clients to login to your My Portal App installation directly from your site, entirely bypassing the normal My Portal App login page. Coupled with Branded Environments, the transition from your site to My Portal App can be made seamless.
Sendgrid
Ensure that all of your Email Marketing Campaigns are delivered successfully, by integrating SendGrid sending services. An optional add-on for the My Portal App Email Marketing functionality (priced at an add-on fee of $20/month), we will setup and configure a dedicated IP address for sending your emails, only used by you and no other customer, with a standard allowance of 10,000 email sends per month. SendGrid is the best in the business when it comes to mass email delivery, and integrating with them will ensure that your clients will always receive any Marketing emails you send.