Integrate ConvergeHub with IT Portal

Send information between ConvergeHub 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 ConvergeHub

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in IT Portal each time a new contact is created in ConvergeHub.

How it works
  1. The flow triggers when new contact is created in ConvergeHub.
  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 ConvergeHub

ConvergeHub + IT Portal

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Supported triggers and actions

Integrate ConvergeHub and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New target

Triggers when a new target is created

New event

Triggers when a new event is created

New account

Triggers when a new account is created

New lead

Triggers when a new lead is created

New contact

Triggers when 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 target

Creates a new target

Create account

Creates a new account

Create event

Creates a new event

Create contact

Creates a new contact

Create lead

Creates a new lead

Update lead

Updates the details of an existing lead

Fetch account

Fetches an existing account by ID

Fetch event

Fetches an existing event by ID

Fetch contact

Fetches an existing contact by ID

Fetch lead

Fetches an existing lead by ID

Fetch target

Fetches an existing target by ID

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 ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

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.

Learn more >

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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Technical Engineer, Master Liveaboards

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