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
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.
Generate a new contact in IT Portal each time a new contact is created in Holded
Holded + IT Portal
Build your own integrations between Holded and IT Portal
Connect Holded 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 Holded and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Contact group created
Triggers when a new contact group is created
Service created
Triggers when a new service is created
Payment created
Triggers when a new payment is created
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Warehouse created
Triggers when a new warehouse is created
Employee created
Triggers when a new employee is created
Sales channel created
Triggers when a new sales channel 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 group
Creates a new contact group
Create sales channel
Creates a new sales channel
Create service
Creates a new service
Create warehouse
Creates a new warehouse
Create contact
Creates a new contact
Create task
Creates a new task
Create product
Creates a new product
Create project
Creates a new project
Create payment
Creates a new payment
Create employee
Creates a new employee
Create document
Creates a new document
Update project
Updates the details of an existing project
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update contact
Updates the details of an existing contact
Update sales channel
Updates the details of an existing sales channel
Update employee
Updates the details of an existing employee
Update contact group
Updates the details of an existing contact group
Update document
Updates the details of an existing document
Fetch employee
Fetches the details of an existing employee using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch project
Fetches the details of an existing project using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch document
Fetches the details of an existing document using ID
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch task
Fetches the details of an existing task using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
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 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.
Similar apps
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.
Similar apps
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
