Integrate Insightly with IT Portal
Send information between Insightly and IT Portal automatically, without writing any code, using Zoho Flow.
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Create a new contact in IT Portal whenever a new contact is created in Insightly
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in IT Portal whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact in IT Portal whenever a new contact is created in Insightly
Insightly + IT Portal
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Supported triggers and actions
Integrate Insightly and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task 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 Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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.
Similar apps
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Logic
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Custom functions
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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