Integrate EvaluAgent with IT Portal

Send information between EvaluAgent and IT Portal automatically, without writing any code, using Zoho Flow.

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Add a new contact in IT Portal whenever a new contact is added in EvaluAgent

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in IT Portal each time a new contact is created in EvaluAgent.

How it works
  1. The flow triggers when a new contact is created in EvaluAgent.
  2. Zoho Flow creates a new contact in IT Portal.
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Add a new contact in IT Portal whenever a new contact is added in EvaluAgent

EvaluAgent + IT Portal

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Supported triggers and actions

Integrate EvaluAgent and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Evaluation created

Triggers when a new evaluation is added

Contact created

Triggers when a new contact is created

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Device created or updated

Triggers when a device is created or if the details of an existing device are updated

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

Knowledge base article created or updated

Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated

All Actions - Actions are the automated tasks

Create user

Adds a new user

Create contact

Creates a new contact

Update user

Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.

Create contact

Creates a new contact

Create company

Creates a new company

Create knowledge base article

Creates a new knowledge base article

Add address

Adds a new address

Create site

Creates a new site

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update address

Updates the details of an existing address

Fetch device

Fetches the details of an existing device

Fetch site

Fetches the details of an existing site

Fetch configuration

Fetches the details of an existing configuration

Fetch contact

Fetches the details of an existing contact

Fetch company

Fetches the details of an existing company

Fetch knowledge base article

Fetches the details of an existing knowledge base article

What is EvaluAgent?

EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.

Customer Support

What is IT Portal?

IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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