FormaPortal

Features

Portal reporting and integration features

The portal is not the only thing you run, so it reports out and it connects up: your numbers on a dashboard you can filter and take away, your ledger in step, and the rest of your stack wired in.

Integrate

It reports out and it connects up

Your numbers on a dashboard, your ledger in step, and the rest of your stack wired in.

7 features

See how your portal is actually doing

Real-Time Dashboard Analytics

Contacts, submissions, events and revenue reported over time and filtered how you like. Take any of it away as a file when somebody asks for it.

Wire your portal into everything else you run

Zapier Automation

Connect through Zapier so something happening in your portal sets off an action in another tool, or the other way round. Thousands of apps, and no code to write.

Your books stay in step with your portal

Accounting Sync

Send invoices and payments straight through to Xero or QuickBooks so the two agree. Nobody re-keys a figure to close the month.

Ask your portal a question in plain English

MCP Integration

Connect an AI assistant through MCP and let it read what you allow it to read. Ask for a figure or a list and get it back without building a report first.

Run your own tags and your own tracking

Google Tag Manager Integration

Drop your GTM container into your portal and manage analytics, conversions and tags from the account you already use. Your measurement, in your hands.

Build straight onto your portal

Public REST API

A documented REST API, published openly, so your own systems can read contacts and form submissions. Apps connect through a sign-in you approve and can revoke whenever you like.

Your portal tells your systems what happened

Event Webhooks

Point a web address at your portal and it posts there the moment a form is submitted or a contact registers. Deliveries retry on their own, so a service being down loses nothing.

Contact us

Tell us how we can help with your portal

Share who’s using it, what you need to track, and how you want to onboard users. We’ll recommend the right setup and plan for your business.

We review every request and reply within one working day.