Integrate EvaluAgent with IT Portal

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

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Add a new contact in IT Portal whenever a new contact is added in EvaluAgent

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in IT Portal each time a new contact is created in EvaluAgent.

How it works
  1. The flow triggers when a new contact is created in EvaluAgent.
  2. Zoho Flow creates a new contact in IT Portal.
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Add a new contact in IT Portal whenever a new contact is added in EvaluAgent

EvaluAgent + IT Portal

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Supported triggers and actions

Integrate EvaluAgent and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Evaluation created

Triggers when a new evaluation is added

Contact created

Triggers when a new contact 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 contact

Creates a new contact

Create user

Adds a new user

Update user

Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.

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 EvaluAgent?

EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.

Customer Support

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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Owain ap Rees

Sales Director, Artico

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.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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