Integrate Zoho Desk with IT Portal

Send information between Zoho Desk 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 Zoho Desk

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 Zoho Desk.

How it works
  1. The flow triggers when a new contact is created in the selected portal in Zoho Desk.
  2. Zoho Flow creates a new contact in IT Portal.
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Create a new contact is in IT Portal each time a new contact is created in Zoho Desk

Zoho Desk + IT Portal

Build your own integrations between Zoho Desk and IT Portal

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Supported triggers and actions

Integrate Zoho Desk and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Call updated

Triggers when the details of a call is updated in the selected portal

Account updated

Triggers when the details of the selected account is updated

Time entry updated

Triggers when a time entry is updated in the selected task

Agent created

Triggers when a new agent is created in the selected portal

Ticket comment added

Triggers when a new ticket comment is added in the selected portal

Agent availability updated

Triggers when the availability of an agent is updated

Task updated

Triggers when the details of a task is updated in the selected portal

Task created

Triggers when a new task is created in the selected portal

Agent updated

Triggers when the details of an agent is updated in the selected portal

Contact created

Triggers when a new contact is created in the selected portal

Ticket status updated

Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.

Ticket updated

Triggers when the details of the selected ticket are updated

Time entry created

Triggers when a new time entry is created in the selected task

Ticket thread added

Triggers when a new ticket thread is added in the selected portal

Account created

Triggers when a new account is created in the selected portal

Ticket approval added

Triggers when a new ticket approval is added

Event updated

Triggers when the details of an event is updated

Ticket approval updated

Triggers when the details of an existing ticket approval are updated

Call created

Triggers when a new call is created in the selected portal

Product created

Triggers when a new product is created

Article updated

Triggers when an existing article is updated

Contact updated

Triggers when the details of a contact is updated in the selected portal

Ticket created or updated

Triggers when a new ticket is created or the details of an existing ticket are updated

Ticket moved

Triggers when a ticket is moved to a different team or department

Ticket comment updated

Triggers when the selected ticket comment is updated

Event created

Triggers when a new event is created in the selected portal

Article created

Triggers when a new article is created

Ticket created

Triggers when a new ticket is created in the selected portal

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 article

Creates a new article

Create agent

Creates a new agent in the selected organization

Create product

Creates a new product in the selected organization

Create event

Creates a new event in the selected organization

Send email reply

Sends a reply for the specified ticket created in the email channel

Create task comment

Creates a new comment in the specified task

Create ticket

Creates a new ticket in the selected organization

Create topic

Creates a new topic

Create topic comment

Creates a comment for the specified topic

Add task time entry

Adds time entry for an existing task

Create task

Creates a new task in the selected department

Create call

Creates a new call in the selected organization

Request approval for ticket

Requests an approval for an existing ticket from the specified approver

Remove tag

Removes a tag from the specified ticket

Create custom module record

Creates a new custom module record

Add user to group

Adds the specified users to an existing group

Add ticket time entry

Adds time entry for an existing ticket

Create contract

Creates a new contract for the selected account

Create account

Creates a new account in the selected organization

Create contact comment

Creates a comment in the selected contact

Create ticket comment

Creates a comment in the selected ticket

Create contact

Creates a new contact in the selected organization

Add tag

Adds a tag to the specified ticket

Update ticket timer

Updates the timer of an existing ticket

Update custom module record

Updates the details of an existing custom module record

Update task

Updates the details of an existing task

Update contact comment

Updates the specified comment in the selected contact

Close ticket

Closes the specified tickets

Invite contact to the help center

Invites the specified contacts to help center

Mark or Unmark ticket as spam

Marks or unmarks the specified ticket as spam

Move ticket

Moves the specified ticket to the selected department

Remove user from group

Removes the specified users from an existing group

Update topic

Updates the details of an existing topic

Update agent availability

Updates the availability status of an existing agent

Update ticket comment

Updates the comment for the specified ticket

Update task timer

Updates the timer of an existing task

Update call timer

Updates the timer of an existing call

Update agent

Updates the details of an existing agent

Update contract

Updates the details of an existing contract

Update KB user status

Updates the status of an existing KB user

Associate accounts to contact

Associates the specified account with the specified contact

Update call

Updates the details of the specified call

Edit ticket time entry

Edits the time entry of an existing ticket

Update account

Updates the selected account

Update product

Updates the details of the selected product

Send custom channel reply

Sends reply for a ticket via the selected channel

Update article

Updates the details of an existing article

Update contact

Updates the selected contact

Update ticket

Updates the details of an existing ticket

Fetch custom module record

Fetches the details of an existing custom module record

Fetch contact

Fetches a contact by email address, unique ID, or contact name

Fetch customer happiness

Fetches the happiness feedback of an existing customer

Fetch ticket thread

Fetches an existing ticket thread by unique ID

Fetch task

Fetches the details of an existing task by ID

Fetch ticket

Fetches the details of an existing ticket

Fetch account

Fetches an existing account by name or ID

Fetch ticket tags

Fetches ticket tags using ticket ID

Fetch contract

Fetches the details of an existing contract

Fetch product

Fetches the details of an existing product by unique ID or name

Fetch agent

Fetches the details of an existing agent by ID or email

Fetch article

Fetches the details of an existing article

Fetch event

Fetches the details of an event based on the selected field

Fetch call

Fetches the details of a call based on the selected field

Fetch ticket time entry

Fetches the time entry of an existing ticket

Fetch KB user

Fetches the details of an existing KB user

Trash contact

Moves selected contact to the recycle bin

Trash account

Moves selected account to the recycle bin

Trash ticket

Moves selected ticket to the recycle bin

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 Zoho Desk?

Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.

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.

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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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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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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.

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