Integrate IT Portal with Trigger
Send information between IT Portal and Trigger automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate IT Portal and Trigger using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Company created
Triggers when a new company is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created in the selected project
All Actions - Actions are the automated tasks
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
Create project
Creates a new project
Create company
Creates a new company
Create task
Creates a new task in the selected project
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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What is Trigger?
Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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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
Endless integrations. End to manual work.
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