CRM Integration: Embedded Calling and Omnichannel Messaging for B2B Clients
Add embedded calling to CRMs like HubSpot and Zoho, and enhance B2B engagement with an omnichannel messaging platform that streamlines agent workflows too
PortaOne Workflows
An easy-to-use, visual, low-code iPaaS integration platform that connects the components of your existing technology stack, including CRM, Accounting, Customer Engagement, and eCommerce platforms, with PortaBilling.
What is it?
PortaOne Workflows is a robust and user-friendly Integration Platform as a Service (iPaaS) that empowers you to effortlessly build integrations between PortaBilling and other business applications.
Powered by Boomi, it connects PortaBilling with various business applications.
Use existing PortaOne integrations as a template or configure your own with just a few clicks.
Combine multiple products into a single, ultra-powerful solution in just a few days.
Connect seamlessly with CRM, ERP, accounting and hundreds of popular applications without any coding.
Traditional integration methods are costly and complex
If your company relies on data from multiple systems and applications, manually handling that data can result in the following challenges:
- Inconsistent and error-prone data management.
- Limited scalability hindering effective reseller collaboration.
- Painful integrations or vendor lock-in with no integrations.
- Delays in product launches due to manual workflows.
- Hidden costs for do-it-yourself integrations or vulture licensing for vendor black box integrations.
Discover a better way
With PortaOne Workflows you’ll experience an easier way to tackle data sync and integration challenges, capitalizing on an integration platform as a service platform.
Self-sufficiency
Access a low-code/no-code platform for effortless workflow creation.
Best support
Benefit from best-in-industry support and a thriving community.
Quick launch
Start selling new products within weeks with an accelerated launch process.
Fair pricing
Enjoy simple SaaS fees based on the number of connected systems.
Engagement
Involve non-technical team members for increased collaboration.
Flexible Service Options
Choose the approach that suits you best - whether you prefer self-management or leveraging PortaOne's expertise for a seamless and accelerated implementation process that caters to your specific requirements.
The comprehensive PortaOne service package includes:
Personalized consultation
Enjoy 5 hours/month of one-on-one consultation for expert guidance.
Experienced Boomi developers
Our team brings valuable past experiences, helpful hints, and innovative ideas.
Comprehensive solutions
We perform thorough analysis, design solutions, and execute seamless implementation and rollout processes.
What you can do ...
Check out these functionalities that help you build, deploy, and manage your workflows with less effort, more independence, and more results:
Build
Effortlessly create workflows with a user-friendly no-code UI or low code (JS/Groovy) for advanced data transformation.
Deploy
Choose from flexible deployment scenarios, including Boomi Cloud for quick setup or Private Cloud for enhanced security and performance. Or, leverage your existing PortaSwitch server for staging systems.
Manage
Access advanced execution reporting and management interfaces through Web, Email, and API for effective monitoring and control of your workflows.
Client feedback
Hear what our customers say about utilizing a powerful and empowering iPaaS integration solution built with a visual low-code/no-code platform.
“It’s been an eye-opener and business changer for us. Throughout the journey, we discovered that there are a lot of other things that you could possibly use to add value to your business, which was very exciting.”
Real integration examples
Explore a variety of integrations available to PortaOne Workflows subscribers:
Integration with PCRF to automate content-based billing
Pass the info about depleted quotas via the Spending Limit Control API service for 5G systems (3GPP TS 29.594).
Data sync from SAP Business One to PortaBilling
Enable the automated creation of customer records, the synchronization of transactions, and the addition of SIM cards to PortaBilling as they are triggered by events in the SAP Business One ERP system.
Automated invoicing and payment sync
Enable the automated import of invoices/payments from PortaBilling into an external accounting system, e.g., Xero or Bexio.
Integration with Cisco IoT Control Center (formerly Cisco Jasper)
Configure an automated workflow for IoT/M2M SIM card provisioning, e.g., a SIM card is activated for a retail customer only after a successful payment
Combined quotas for IoT/M2M SIM cards
Combine quotas into a shared pool when a customer activates multiple SIM cards with the same plan
Integration with MTN, Globalscape, and Google Maps
A workflow for mobile data service provided at a fixed address – it dynamically allocates mobile numbers to PortaBilling accounts, provisions subscriber location to MTN, and notifies about service usage from a different address (i.e., a service violation)
Integration with Freshdesk
Enable the automated creation of tickets in the Freshdesk helpdesk support system when specific events happen in PortaBilling, e.g., a new account is created
HubSpot-to-PortaBilling sync of customer records
Enable the automated creation of a customer record in PortaBilling when your sales manager successfully completes a sale (i.e., when the customer deal is marked “Closed Won” in the HubSpot CRM)
PortaBilling-to-HubSpot sync of customer records
Enable the automated creation of a customer record in the HubSpot CRM after a new customer is created in PortaBilling (e.g., the customer signs up via the CloudPBX Signup Portal)
Cloud PBX provisioning based on HubSpot data
Pass the parameters of a new PBX customer deal in the HubSpot CRM to the CloudPBX Onboarding Wizard (e.g., product, number of phone lines sold, purchased add-ons, etc.)
Integration with QuickBooks
Import invoices and payments from PortaBilling to QuickBooks accounting software and reconcile invoices and e-payments in both systems
Your own custom Workflows integration
Do you need something that’s not on the list? You can create new types of integrations either by yourself or with the assistance of PortaOne professionals.
How it works
PortaBilling is your hub for customer management, service configuration, billing, and online charging. PortaOne Workflows acts as the binding element, connecting applications and enabling workflows to execute seamlessly across multiple systems.
- Customer Care agent manages customers and service configuration through PortaBilling’s web interface.
- PortaBilling notifies PortaOne Workflows of service configuration updates.
- Workflows can interact with the PortaBilling API, connect with other apps via connectors, and notify Customer Care of progress.
- NOC and data owners use the web UI to ensure processing and data consistency.
How you benefit
With PortaOne Workflows, you get an integration solution that helps you
- Increase your competitive advance and never miss the chance to launch new products due to slow development
- Empower non-technical employees to take on a larger role in the development process
- Increase your confidence thanks to the reliability offered by highly available architecture for run-time and resilient implementation
- Easily maintain and make adjustments to existing workflows using internal IT resources and in hours rather than days or weeks
- Decrease dependency on unreliable and resource-intensive data syncs
Talk with us
Unlock efficiency, enhance customer experience, and save costs with PortaOne Workflows.
Contact us now for more information and get started on optimizing your IT projects.
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