Integrate Teamwork CRM with IT Portal
Send information between Teamwork CRM 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 Teamwork CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in IT Portal each time a new contact is created in Teamwork CRM.
How it works
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact in IT Portal whenever a new contact is created in Teamwork CRM
Teamwork CRM + IT Portal
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Supported triggers and actions
Integrate Teamwork CRM and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
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 lost reason
Creates a new lost reason
Create note
Creates a new note
Create deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
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 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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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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.
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CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
