Best Portal Software for Zapier

Moxo's Service Orchestration Platform reimagines the concept of a portal by providing a dynamic, collaborative workspace for managing client, vendor, and partner interactions. This secure digital environment goes beyond traditional portals, offering comprehensive workflow orchestration capabilities. Moxo Flow enables businesses to streamline processes such as onboarding, document collection, and account servicing within a single, intuitive interface. The platform's customizable workflow templates and native actions, including digital signatures and real-time collaboration, allow for personalized service experiences. With robust integration capabilities, Moxo ensures that the portal remains synchronized with existing systems, creating a centralized hub for all stakeholder interactions and information exchange.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

Jamespot is the most popular french cloud software for collaboration and communication needs of businesses of any size, whether at the organizational or team level. 1. An interface to your image Jamespot can be configured to meet your specific needs. 2. There are many possibilities Jamespot provides 100% of your collaboration needs with its 100 native and partner apps. Jamespot can be connected to O365, GSuite, and many other solutions via our open API. 3. Accessible via your phone Jamespot's mobile app allows you to follow your platform wherever you go with the Jamespot mobile app 4. A 100% secure french solution All data is stored in France and we comply with GDPR requirements. We have even been certified to host health data. 5. Ultra rapid deployment Are you in a hurry? Our team adapts to you and your pace throughout the deployment, whether it is for a few days or weeks.

Malcolm! This is a collection of web-based tools that allow you to interact with your users. Transform repetitive tasks and procedures into Workflows. You can create anything, from a simple form to a multi-step customer journey. You can either start from scratch or choose one of our pre-configured templates. Teach Malcolm! Teach Malcolm! You can also have your answers rated by users to help you improve your content. We make it easy to display content from Malcolm if you already have a website and/or app. There are many options for embed, widget, overlay, plugin and plugin options. If you don't own a website, or you would like to create a dedicated area within Malcolm for your content! Our hosted Hub is a great choice. Connect Malcolm! Connect Malcolm! Webhooks allow you to integrate with your own systems.

Blink is a comprehensive employee experience platform designed to keep frontline workers connected and engaged through a single, mobile-first application. It features an intuitive news feed for company-wide updates, secure messaging for real-time communication, and a centralized portal for accessing essential documents, policies, and resources. The platform also includes digital forms to simplify workflows and data collection, along with seamless single sign-on (SSO) integration for easy access to workplace tools. By streamlining communication and enhancing accessibility, Blink empowers organizations to improve workforce collaboration and engagement. Its user-friendly interface ensures that employees stay informed, connected, and productive, no matter where they work.

Replace multiple services and apps for your business with a single ecosystem. Bitrix24: Discover the tools. You have at your disposal the Activity Stream, Group Chat, Calendars, Workgroups, and other collaboration tools. Bitrix24 will help you plan and execute projects on time, every time. Available online and on premise with open-source code access. Collaboration task management for large and small teams. Time tracking, templates, reminders and reporting, as well as task dependencies, are all available. The most popular free CRM in the world by number of companies (12 million and growing). Real-time assistance tools that make customers happy and keep them coming back to buy your products or services. Anyone can create stunning websites, landing pages, and online shops without having to write a single line code. Includes free domain name and hosting. Bitrix24 can be run on your own server.

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

Clinked is a cloud-based white label client portal that allows teams to share files and manage projects. Clinked's key features include search tool integrations, file sharing, task managing, task management and collaboration tools. Clinked can also be accessed via Android and iOS mobile apps.

Most business software products are a 'one-trick' solution. This means that businesses must 'cobble together" many software tools to achieve their goals. It is inefficient, time-consuming, costly, and disruptive. SuiteDash solves the problem by combining most commonly used business tools into a cloud-based software platform. The tools are preintegrated and have many useful automations. The entire platform can be white labeled to match your brand! SuiteDash will help your business become more efficient, organized, and more profitable.

These are the foundations of successful communities.

Large file delivery service for digital media producers, advertising agencies, and creative studios. Our service for large file delivery is fast and reliable. Amazon servers are enterprise-grade to ensure your files are safe and arrive quickly. We have primary file servers on four continents, and edge servers in more than 50 major cities around world.

Knack is an easy-to-use application builder that is designed for non-developer business owners. Drag-and-drop allows users to create intuitive apps for CRM/Lead manager, Membership Directory, Project manager, Inventory manager, Quote/Order manger, or HIPAA compliant apps. Existing users love how easy it was for them to take their entire app with them on the move, whether they are using an Android or iOS device. Collaboration functions, which include whiteboards and tag & look tools, can make it easier for larger teams with multiple admin users to work efficiently. The automated analytics dashboard dashboard allows you to monitor application usage and how customers or staff interact with it.

Fast-growing companies can bring their workplaces closer together. Twine is a communication tool for modern workplaces. Apps such as Knowledge, News & Broadcast and Wellbeing allow you to bring together your people, content, and ideas in one place. These can be integrated with your existing systems as well: sign-on with Okta or Active Directory, pull files from Dropbox, Google, Box, and many other features. It's modular so you can choose the features that you need and build your ideal digital workplace. Check out the promo video here: https://www.twineapp.com/feature-video

We provide a single platform that allows employees to communicate and share information. This makes it easier for work to happen without any friction. We help you create a digital hub that connects all your employees. Today's employee experience is poor. There are too many tools and outdated systems to manage. MangoApps is a modern cloud-based platform that unites content, communication, training and operations for all levels of an organization. This is possible: Over the past 10 years, we have carefully created a broad platform that can help all sizes of organizations meet their future goals with confidence.

It is difficult to collect electronic files from clients. They don't all have the same software. Email can be messy and insecure. To organize and gather content, use a branded upload page that allows you to drag and drop. Spend more time on the important tasks and less worrying about security and logistics. No matter what software you use, clients can easily receive digital documents, photos, or videos. All files uploaded go directly to your cloud storage. They are then collected under the client's name. No more searching for files that are lost or time-consuming. File Request Pro connects to OneDrive, SharePoint and GoogleDrive. In 5 minutes, you can get started.

Magentrix portal for partner relationship management (PRM) can help you increase the productivity of your channel partners. You can customize the look and feel of your brand. You can control access to standard and customized objects, files, document sharing and eLearning. FEATURES Partner onboarding, Playbooks and Training & Certification, Pop-up Alerts, Deal Registration, Document Management, Content Management and Market Development Funds (MDF), among other things! INTEGRATIONS Magentrix seamlessly integrates with your CRM (e.g. Magentrix seamlessly integrates with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot, and many more) to provide a single source of corporate data. You have complete control over security and permissions. Intelligently optimizes Salesforce data synchronization for faster data access and high performance. You can extend your portal with the growing number of 3rd-party applications (including Zapier), or you can use the RESTful API for integration.

FeatValue provides a customer portal to agencies and service providers. Its deep integration with the most popular project-management systems allows clients to be easily integrated into current processes. FeatValue offers a client review process and synchronizes tasks. Clients can view and create tasks.