Integrate EngageBay with IT Portal
Send information between EngageBay and IT Portal automatically, without writing any code, using Zoho Flow.
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Create a new contact is in IT Portal each time a new contact is created in EngageBay
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in IT Portal each time a new contact is created in EngageBay.
How it works
- The flow triggers when a new contact is created in EngageBay.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact is in IT Portal each time a new contact is created in EngageBay
EngageBay + IT Portal
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Supported triggers and actions
Integrate EngageBay and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal 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 contact
Creates a new contact
Create event
Creates a new event
Create deal
Creates a new deal
Create company
Creates a new company
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
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 EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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
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