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.

PortaOne Workflows what it is

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:

data
workflow

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.

p1 success stories

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.

excited

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.

p1 workflow

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.

PortaOne Workflows how it works scheme
  • 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.
PortaOne Workflows playlist
We’ve collected so many inspiring tips, how-tos, and use cases for Boomi-based PortaOne Workflows that we’ve had to collect them all in one place. Visit our YouTube playlist for plenty of ideas on how this flexible, low-code integration platform could streamline your operations.
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How you benefit

With PortaOne Workflows, you get an integration solution that helps you

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.

Schedule a personal (video) call with sales or technical experts
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Request all technical specs and documentation
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More PortaOne Workflows information

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PortaOne African Meetup 2023 Summary & Materials

PortaOne’s African Meetup 2023 gathered experts in Johannesburg for a dynamic exchange on telecom trends, cloud tech, MVNO myths, rural connectivity, and innovative workflow automation, setting the stage for future industry growth

PortaOne Workflows Webinar: Real-World Use Cases for Automating Your Operations

PortaOne Workflows automation webinar recording and highlights

We invited ECN’s Mike Britz to share real-world lessons from his company’s case study in CSP automation with PortaOne Workflows. Watch the full video to learn about the use cases he discovered for this no-code Boomi-based workflow process automation tool, or read on for the key webinar highlights

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