

Integrate Insightly with IT Portal
Send information between Insightly 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 Insightly
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in IT Portal whenever a new contact is added in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in IT Portal.


Create a new contact in IT Portal whenever a new contact is created in Insightly
Insightly + IT Portal

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Supported triggers and actions
Integrate Insightly and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New Task
Triggers when a new task is created

New Project
Triggers when a new project is created

New Opportunity
Triggers when a new opportunity is created

New Lead
Triggers when a new lead is created

New Organization
Triggers when a new organization is created

New Contact
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 Project
Creates a new project

Create Contact
Creates a new contact

Create Lead
Creates a new lead

Create Task
Creates a new task

Create Organization
Creates a new organization

Create Opportunity
Creates a new opportunity

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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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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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