Integrate CloudTalk with IT Portal
Send information between CloudTalk 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 CloudTalk
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in IT Portal each time a new contact is created in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in IT Portal.
Add a new contact in IT Portal whenever a new contact is added in CloudTalk
CloudTalk + IT Portal
Build your own integrations between CloudTalk and IT Portal
Connect CloudTalk and IT Portal with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate CloudTalk and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent is created
Contact created
Triggers when a new contact is created
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 contact
Creates a new contact
Create agent
Creates a new agent
Send SMS
Sends an SMS message
Add note
Adds a note to an existing contact
Add activity
Adds an activity to an existing contact
Update agent
Updates the details of an existing agent
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID or keyword
Create knowledge base article
Creates a new knowledge base article
Add address
Adds a new address
Create site
Creates a new site
Create contact
Creates a new contact
Create company
Creates a new company
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update address
Updates the details of an existing address
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 CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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 >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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