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Integrate Insightly with IT Portal
Send information between Insightly and IT Portal automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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
- The flow triggers when a new contact is created in Insightly.
- 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
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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
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New Project
Triggers when a new project is created
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New Task
Triggers when a new task is created
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New Lead
Triggers when a new lead is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Organization
Triggers when a new organization is created
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Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
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Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
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Device created or updated
Triggers when a device is created or if the details of an existing device are updated
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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
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Site created or updated
Triggers when a site is created or if the details of an existing site are updated
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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
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Create Opportunity
Creates a new opportunity
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Create Event
Creates a new event
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Create Contact
Creates a new contact
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Create Task
Creates a new task
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Create Project
Creates a new project
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Create Lead
Creates a new lead
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Create Organization
Creates a new organization
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Create company
Creates a new company
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Create site
Creates a new site
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Create contact
Creates a new contact
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Create knowledge base article
Creates a new knowledge base article
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Add address
Adds a new address
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Update address
Updates the details of an existing address
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Update contact
Updates the details of an existing contact
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Update company
Updates the details of an existing company
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Fetch knowledge base article
Fetches the details of an existing knowledge base article
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Fetch site
Fetches the details of an existing site
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Fetch company
Fetches the details of an existing company
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Fetch contact
Fetches the details of an existing contact
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Fetch device
Fetches the details of an existing device
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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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