Integrate Jetpack CRM with IT Portal
Send information between Jetpack CRM 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 Jetpack CRM
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 Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in IT Portal.
Add a new contact in IT Portal whenever a new contact is added in Jetpack CRM
Jetpack CRM + IT Portal
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Supported triggers and actions
Integrate Jetpack CRM and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
Contact status updated
Triggers when the status of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice 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
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
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 Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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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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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
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