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Integrate Holded with IT Portal
Send information between Holded and IT Portal automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Generate a new contact in IT Portal each time a new contact is created in Holded
Holded + IT Portal
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Build your own integrations between Holded and IT Portal
Connect Holded and IT Portal with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Holded and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Employee created
Triggers when a new employee is created
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Sales channel created
Triggers when a new sales channel is created
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Product created
Triggers when a new product is created
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Warehouse created
Triggers when a new warehouse is created
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Contact created
Triggers when a new contact is created
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Payment created
Triggers when a new payment is created
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Project created
Triggers when a new project is created
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Service created
Triggers when a new service is created
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Contact group created
Triggers when a new contact group is created
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Task created
Triggers when a new task is created
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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
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Device created or updated
Triggers when a device is created or if the details of an existing device are updated
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Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
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Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
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Company created or updated
Triggers when a company is created or if the details of an existing company are updated
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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
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Create sales channel
Creates a new sales channel
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Create contact group
Creates a new contact group
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Create service
Creates a new service
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Create employee
Creates a new employee
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Create payment
Creates a new payment
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Create warehouse
Creates a new warehouse
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Create document
Creates a new document
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create product
Creates a new product
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Create project
Creates a new project
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Update service
Updates the details of an existing service
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Update sales channel
Updates the details of an existing sales channel
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Update contact
Updates the details of an existing contact
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Update contact group
Updates the details of an existing contact group
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Update employee
Updates the details of an existing employee
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Update project
Updates the details of an existing project
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Update document
Updates the details of an existing document
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Update warehouse
Updates the details of an existing warehouse
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Fetch employee
Fetches the details of an existing employee using ID
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Fetch project
Fetches the details of an existing project using ID
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Fetch sales channel
Fetches the details of an existing sales channel using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch service
Fetches the details of an existing service using ID
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Fetch contact group
Fetches the details of an existing contact group using ID
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Fetch product
Fetches the details of an existing product using ID
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Fetch warehouse
Fetches the details of an existing warehouse using ID
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Fetch document
Fetches the details of an existing document using ID
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Fetch payment
Fetches the details of an existing payment using ID
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Create site
Creates a new site
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Add address
Adds a new address
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Create knowledge base article
Creates a new knowledge base article
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Create company
Creates a new company
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Create contact
Creates a new contact
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Update address
Updates the details of an existing address
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Update company
Updates the details of an existing company
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Update contact
Updates the details of an existing contact
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Fetch device
Fetches the details of an existing device
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Fetch contact
Fetches the details of an existing contact
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Fetch company
Fetches the details of an existing company
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Fetch site
Fetches the details of an existing site
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Fetch knowledge base article
Fetches the details of an existing knowledge base article
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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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