Integrate OnePageCRM with IT Portal
Send information between OnePageCRM 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 OnePageCRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in IT Portal whenever a new contact is added in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact in IT Portal whenever a new contact is created in OnePageCRM
OnePageCRM + IT Portal
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Supported triggers and actions
Integrate OnePageCRM and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
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 note
Creates a new note for the specified contact
Create contact
Creates a new 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 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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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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