Integrate Autopilot with IT Portal
Send information between Autopilot and IT Portal automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in IT Portal whenever a new contact is created in Autopilot
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in IT Portal each time a new contact is created in Autopilot.
How it works
- The flow triggers when a new contact is added in Autopilot.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact in IT Portal whenever a new contact is created in Autopilot
Autopilot + IT Portal
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Supported triggers and actions
Integrate Autopilot and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact removed from list
Triggers when a contact is removed from the selected list
Contact added to list
Triggers when a contact is added to the selected list
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 contact
Creates a new contact
Add contact to list
Creates a new contact and adds it to the selected list
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Delete contact
Deletes the selected contact
Unsubscribe contact
Unsubscribes the selected contact from all emails
Create site
Creates a new site
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
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 device
Fetches the details of an existing device
Fetch contact
Fetches the details of an existing contact
Fetch configuration
Fetches the details of an existing configuration
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Fetch company
Fetches the details of an existing company
Fetch site
Fetches the details of an existing site
What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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
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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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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
