Integrate Insightly with IT Portal

Send information between Insightly 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 Insightly

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in IT Portal whenever a new contact is added in Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  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 Insightly

Insightly + IT Portal

Build your own integrations between Insightly and IT Portal

Connect Insightly 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 Insightly and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity 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 Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

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 Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

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.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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