Softr
#522 most-usedBuild portals, manage users, and sync data without code
Softr is a no-code platform for building client portals, vendor portals, company intranets, and internal CRMs on top of existing databases. Connect it to Actionist and your agents can provision and remove portal users, write and update records in Softr databases, react to data changes in the portal, and keep every portal in sync with upstream systems — all without manual data entry or IT tickets.
Eliminates manual work. Agents eliminate the manual cycle of provisioning portal users, entering data into Softr databases from upstream systems, and running access audits by hand.
What your Softr agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Softr × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Client portal access live the moment a deal closes
When a deal is marked Closed Won in HubSpot, the agent creates the client as a portal user in Softr, generates a magic link, creates their billing record in the portal database, posts the login details to the #onboarding Slack channel, and schedules a 30-day check-in — all before the account manager closes the deal record.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales20 min / weekManual client portal setup
Account managers submit an IT or ops ticket to provision each new client's portal access, then chase the status before the onboarding call — a 1-2 day delay on every new client.
Sales Agent0 minAgent provisions portal access at deal closeWhen a deal closes, the agent creates the Softr portal user, generates a magic link, and posts login details to the account manager — portal access live before the first onboarding call.
- Marketing30 min / weekManual portal lead export and list upload
Marketing manually exports new portal user lists and uploads them to the email marketing platform — a weekly batch that leaves leads out of nurture sequences for days.
Marketing Agent0 minAgent keeps portal lead data current automaticallyNew portal leads are enrolled in the nurture database and campaign lists within about a minute of signing up, without the marketing team touching two systems.
- Customer Support25 min / weekManual ticket status update and client notification
Support agents update the ticket status in the portal manually, then send a separate email to the client — two steps per resolution, every time.
Customer Support Agent0 minAgent updates ticket status and notifies clients instantlyWhen a ticket is resolved, the agent logs the resolution in the portal database and sends the client a magic link — the client sees the answer in the portal without a separate email.
- Human Resources15 min / weekManual new hire portal setup
HR emails an IT request for each new hire's intranet access, chases confirmation, and manually sends the login details — a process that takes 1-3 days and often isn't complete before the employee starts.
Human Resources Agent0 minAgent provisions intranet access for every new hireWhen a new hire is added to the HRIS, the agent creates their intranet account and sends a magic link — the employee can access onboarding resources before day one.
- Finance20 min / weekManual vendor portal invoice entry
Finance manually enters invoice details into the vendor portal after raising them in the billing system — double entry that takes time and introduces transcription errors.
Finance Agent0 minAgent writes invoice records to vendor portal at creationWhen an invoice is raised in the billing system, the agent creates the record in the Softr vendor portal — vendors see it immediately without a separate notification email.
- Operations40 min / weekManual portal database audit
Operations manually checks each Softr portal database for missing records, schema changes, and user count discrepancies — a quarterly task that catches problems too late.
Operations Agent0 minAgent runs weekly portal health and reconciliation checksThe operations agent checks that all databases and tables are present, reconciles record counts against source systems, and flags discrepancies — all without a manual audit task.
- Legal12 min / weekManual external party portal provisioning
Legal submits an IT request for each new counterparty's portal access, then manually emails login instructions — a process that takes a day and often delays document review.
Legal Agent0 minAgent provisions secure portal access for external partiesWhen an engagement is confirmed, the agent creates the counterparty's portal access and delivers a magic link — external counsel can access documents within a minute of the event.
Calculate what your team saves
Based on Softr's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Softr into Actionist
Pick the connection method that suits your environment.
Connect Softr to Actionist using your Softr API key. The key is found in your Softr workspace Settings under the API tab and grants access to user management and database operations across all your Softr apps.
Log in to Softr and open your workspace. Go to Settings in the left sidebar and click on the API tab.
Copy your Softr API key. Treat it as a password and store it securely — this key grants access to all apps in your Softr workspace.
In Actionist, paste your API key and enter your Softr app domain (e.g. yourapp.softr.app). Click Test connection — Actionist verifies the credentials before any actions run.
14 actions your agent can call
Read and write operations available to your Actionist agent.
2 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.