Integrate Autopilot with IT Portal

Send information between Autopilot and IT Portal automatically, without writing any code, using Zoho Flow.

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Create a new contact in IT Portal whenever a new contact is created in Autopilot

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 Autopilot.

How it works
  1. The flow triggers when a new contact is added in Autopilot.
  2. 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 Autopilot

Autopilot + IT Portal

Build your own integrations between Autopilot and IT Portal

Connect Autopilot and IT Portal with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Autopilot and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact unsubscribed

Triggers when a contact unsubscribes

Contact added to list

Triggers when a contact is added to the selected list

Contact removed from list

Triggers when a contact is removed from the selected list

New contact

Triggers when a new contact is added

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

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

Device created or updated

Triggers when a device is created or if the details of an existing device are updated

All Actions - Actions are the automated tasks

Add contact to list

Creates a new contact and adds it to the selected list

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact by its email address or contact ID

Unsubscribe contact

Unsubscribes the selected contact from all emails

Delete contact

Deletes the selected contact

Create company

Creates a new company

Create contact

Creates a new contact

Add address

Adds a new address

Create knowledge base article

Creates a new knowledge base article

Create site

Creates a new site

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Update address

Updates the details of an existing address

Fetch configuration

Fetches the details of an existing configuration

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 knowledge base article

Fetches the details of an existing knowledge base article

What is Autopilot?

Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.

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.

Learn more >

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.

Learn more >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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