Integrate Act! 365 with IT Portal

Send information between Act! 365 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 Act! 365

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 Act! 365.

How it works
  1. The flow triggers when a new contact is created in Act! 365.
  2. Zoho Flow creates a new contact in IT Portal.
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Create a new contact in IT Portal whenever a new contact is created in Act! 365

Act! 365 + IT Portal

Build your own integrations between Act! 365 and IT Portal

Connect Act! 365 and IT Portal with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Act! 365 and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

To-do created

Triggers when a new to-do is created

Contact created

Triggers when a new contact is created

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

Device created or updated

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

Configuration created or updated

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

Site created or updated

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create to-do

Creates a new to-do

Create opportunity

Creates a new opportunity

Fetch contact by email

Fetches the details of an existing contact by email address

Create site

Creates a new site

Add address

Adds a new address

Create knowledge base article

Creates a new knowledge base article

Create company

Creates a new company

Create contact

Creates a new contact

Update address

Updates the details of an existing address

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Fetch device

Fetches the details of an existing device

Fetch contact

Fetches the details of an existing contact

Fetch company

Fetches the details of an existing company

Fetch site

Fetches the details of an existing site

Fetch knowledge base article

Fetches the details of an existing knowledge base article

Fetch configuration

Fetches the details of an existing configuration

What is Act! 365?

Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.

Contact Management

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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

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.

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CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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