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Allow non-technical users to provision new cloud PBX environments quickly and efficiently – without the need for specialized training

CloudPBX Onboarding Wizard


  • Provision new cloud PBX environments in just 10-15 minutes, without involving PortaSwitch-trained technical staff
  • Update PBX settings for existing customers
  • Streamline customer migration from other systems (BroadSoft, Metaswitch, Avaya) to PortaSwitch
  • Integrate this wizard with your own CRM, order management system, or fulfillment systems for an end-to-end CPQ flow (Configure, Price, Quote) and automated data provisioning


  • Free up technical staff by outsourcing onboarding tasks to junior personnel
  • Save engineering efforts and man hours on building integrations with other applications, like CRM, order management, or fulfillment systems
  • Reduce costly mistakes and decrease tedious data entry by integrating the wizard to your onboarding backoffice ecosystem, such as CRM, order management, or fulfillment system
  • Support whatever ecosystem you have with a flexible tool that is fast and easy to deploy and go to market
  • Choose whether to make customizations yourself or order a professional service


This user-friendly wizard is designed to empower non-technical users to manage the onboarding of new clients. It allows you to outsource both the creation of new PBX instances and the management of existing ones to junior personnel, resellers, or even end customers. What previously took several hours can now be completed in just 10-30 clicks (yes, we counted!). You can also use this wizard to migrate customers from other systems (like BroadSoft, Avaya, or Metaswitch) to PortaSwitch or to build integrations with other applications – like CRM, accounting, ticketing systems, or number portability management. Even non-developers can create basic integrations!

Here are just a few examples of what our cloud PBX onboarding wizard can help you with:

  • Add new extensions and choose a package of services for each extension
  • Choose a main phone number from the available DID inventory
  • Create hunt groups and call queues
  • Set up auto-attendant IVR menus, prompts, and actions
  • Add more DIDs
  • Update settings for existing customers

The actual parameters, such as the number of allowed phone lines, add-ons, etc., can be defined via:

    • a purchase order
    • a customizable template

Adding customer details

Adding customer details

Selecting DID number from the inventory

Selecting DID number from the inventory

hosted PBX tenant

Creating a hosted PBX tenant based on a purchased package

Configuring the extension

Configuring the extension

Configuring the ring group

Configuring the ring group

Authentication-sign-in page

Authentication/sign-in page

Integration Details

      • PortaBilling API (Realm: Admin)
        • Access level: Admin Role with permissions to modify customers, DID & CPE inventory, read representatives.
      • PortaSIP API (Realm: Account)
        • Access level: permissions to modify auto-attendant
      • Available starting from MR75
      • Runs in PortaOne Workflow Cloud (Boomi - AWS)
      • Includes a subscription to PortaOne Workflows (Boomi Flow & Integrate)
      • White-labeling is available on request as a paid professional service

Contact us for more information.

Cloud PBX onboarding wizard


Toll-free calls (phone & Skype)
+1 866 747 8647
Calls & faxes from abroad:
+1 604 628 2508

PortaOne, Inc.
A113 – 2099 Lougheed Hwy,
Port Coquitlam, BC, V3B 1A8

Superb reliability and scalability with
24/7 professional technical support

Open architecture

Open architecture

PortaOne provides both APIs and source code for PortaSwitch to allow an easy integration
Scalability for growth

Scalability for growth

Our platforms can easily scale up by adding more servers to match your project success
Reliability and redundancy

Reliability and redundancy

Clustering and geo‑redundancy for high availability configuration and zero downtime updates
Agile development

Agile development

PortaOne delivers more than 20 software builds per year - new features are available every 7 weeks
24/7 technical support

24/7 technical support

Over 60% of our 300 engineers are in the technical support services, praised as the best in industry

Core solutions

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