Integrate EngageBay with IT Portal
Send information between EngageBay 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 EngageBay
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 EngageBay.
How it works
- The flow triggers when a new contact is created in EngageBay.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact is in IT Portal each time a new contact is created in EngageBay
EngageBay + IT Portal
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Supported triggers and actions
Integrate EngageBay and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
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
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing 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 EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, 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.
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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.
Learn more >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
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
