Integrate Contactually with IT Portal
Send information between Contactually and IT Portal automatically, without writing any code, using Zoho Flow.
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Generate a new contact in IT Portal each time a new contact is created in Contactually
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in IT Portal whenever a new contact is added in Contactually.
How it works
- The flow triggers when a new contact is created in Contactually.
- Zoho Flow creates a new contact in IT Portal.
Generate a new contact in IT Portal each time a new contact is created in Contactually
Contactually + IT Portal
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Supported triggers and actions
Integrate Contactually 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 bucketed contact
Triggers when a contact is added to the selected bucket
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 or update contact
Creates or updates the details of a contact
Create interaction
Creates a new interaction with a contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Fetch bucket
Fetches the details of an existing bucket
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 Contactually?
Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.
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
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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