Integrate LionDesk with IT Portal

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

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Create a new contact is in IT Portal each time a new contact is created in LionDesk

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in IT Portal each time a new contact is created in LionDesk.

How it works
  1. The flow triggers when a new contact is created in LionDesk.
  2. Zoho Flow creates a new contact in IT Portal.
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Create a new contact is in IT Portal each time a new contact is created in LionDesk

LionDesk + IT Portal

Build your own integrations between LionDesk and IT Portal

Connect LionDesk and IT Portal with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LionDesk and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is added

New event

Triggers when a new event is created

New task

Triggers when a new task is created

New contact

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 contact

Creates a new contact

Create task

Creates a new task

Create event

Creates a new event

Fetch contact

Fetches an existing contact

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 LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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 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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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