Flows, bulk generation, e-signature rollouts, integrations — that's implementation work, and we refer it to vetted partners instead of doing it ourselves. Whichever side you're on, here's where to start.
Record-triggered flows, scheduled bulk runs, e-signature rollouts, integrations — implemented around the documents we build for you. We're vetting our first partners, so tell us what you need and we'll scope it and connect you with the right implementer.
Book a scoping callAlready on Premium Support? Just ask in your private channel.
Join the network of Salesforce consultants and SIs who deliver Portwood automations. We refer the work, you own the engagement and pricing, and every build is backed by the team that writes Portwood.
Apply to partnerPrefer to chat first? Book a partner call.
Portwood is free, and the documents are handled by the product itself: a Premium Support membership unlocks Agentforce for Portwood, so customers write their own templates. When they need automation built around those documents, we send that work to partners.
When Portwood users need record-triggered flows, scheduled bulk runs, e-signature workflows, or integrations, we point them to partners. We don't compete for it — implementation is yours.
Your contract, your pricing, your client relationship. We vet partners for Portwood depth, then stay out of the middle.
The templates your automations generate are written by the customer through Agentforce, unlocked by their membership, and you get a direct line to the team that writes Portwood when an edge case bites.
We read every application personally. The best fits are Salesforce consultants and SIs who live in Flow, bulk data jobs, and e-signature tools — and want a document engine they don't have to babysit.
We read every application personally. Expect a note from our team within a few business days.
Prefer to chat first? Book a 30-minute partner call.
