Integrate Holded with IT Portal
Send information between Holded 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 Holded
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in IT Portal whenever a new contact is created in Holded.
How it works
- The flow triggers when a new contact is created in Holded.
- Zoho Flow creates a new contact in IT Portal.
Generate a new contact in IT Portal each time a new contact is created in Holded
Holded + IT Portal
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Supported triggers and actions
Integrate Holded and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales invoice created
Triggers when a new sales invoice is created
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
Sales channel created
Triggers when a new sales channel is created
Service created
Triggers when a new service is created
Payment created
Triggers when a new payment is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
Contact group created
Triggers when a new contact group is created
Warehouse created
Triggers when a new warehouse 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 document
Creates a new document
Create payment
Creates a new payment
Create employee
Creates a new employee
Create service
Creates a new service
Create project
Creates a new project
Create contact group
Creates a new contact group
Create sales channel
Creates a new sales channel
Create task
Creates a new task
Create product
Creates a new product
Create warehouse
Creates a new warehouse
Create contact
Creates a new contact
Update contact group
Updates the details of an existing contact group
Update service
Updates the details of an existing service
Update employee
Updates the details of an existing employee
Update warehouse
Updates the details of an existing warehouse
Update project
Updates the details of an existing project
Update sales channel
Updates the details of an existing sales channel
Update contact
Updates the details of an existing contact
Update document
Updates the details of an existing document
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch project
Fetches the details of an existing project using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch document
Fetches the details of an existing document using ID
Fetch task
Fetches the details of an existing task using ID
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 Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
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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.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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