Integrate CloudTalk with IT Portal

Send information between CloudTalk and IT Portal automatically, without writing any code, using Zoho Flow.

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Add a new contact in IT Portal whenever a new contact is added in CloudTalk

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in IT Portal each time a new contact is created in CloudTalk.

How it works
  1. The flow triggers when a new contact is created in CloudTalk.
  2. Zoho Flow creates a new contact in IT Portal.
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Add a new contact in IT Portal whenever a new contact is added in CloudTalk

CloudTalk + IT Portal

Build your own integrations between CloudTalk and IT Portal

Connect CloudTalk and IT Portal with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CloudTalk and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Call created

Triggers when a new call of the selected type is created

Agent created

Triggers when a new agent is created

Contact created

Triggers when a new contact is created

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Device created or updated

Triggers when a device is created or if the details of an existing device are 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

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

All Actions - Actions are the automated tasks

Create agent

Creates a new agent

Add activity

Adds an activity to an existing contact

Create contact

Creates a new contact

Send SMS

Sends an SMS message

Add note

Adds a note to an existing contact

Update contact

Updates the details of an existing contact

Update agent

Updates the details of an existing agent

Fetch contact

Fetches the details of an existing contact using ID or keyword

Create company

Creates a new company

Create site

Creates a new site

Create contact

Creates a new contact

Create knowledge base article

Creates a new knowledge base article

Add address

Adds a new address

Update address

Updates the details of an existing address

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch knowledge base article

Fetches the details of an existing knowledge base article

Fetch site

Fetches the details of an existing site

Fetch company

Fetches the details of an existing company

Fetch contact

Fetches the details of an existing contact

Fetch device

Fetches the details of an existing device

Fetch configuration

Fetches the details of an existing configuration

What is CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Sales Director, Artico

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CEO, Lakeside CNC Group

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

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