Integrate FluentCRM with IT Portal
Send information between FluentCRM and IT Portal automatically, without writing any code, using Zoho Flow.
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Generate a new contact in IT Portal each time a new contact is created in FluentCRM
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 FluentCRM.
How it works
- The flow triggers when a new contact is created in FluentCRM.
- Zoho Flow creates a new contact in IT Portal.
Generate a new contact in IT Portal each time a new contact is created in FluentCRM
FluentCRM + IT Portal
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Supported triggers and actions
Integrate FluentCRM and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added to tags
Triggers when a contact added to tags
Contact removed from tags
Triggers when a contact removed from tags
Contact remove from lists
Triggers when a contact is removed from lists
Contact created
Triggers when a new contact is created
Contact added to Lists
Triggers when a contact is added to lists
Contact updated
Triggers when an existing contact is updated
Company created or updated
Triggers when a company is created or if the details of an existing company 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
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
All Actions - Actions are the automated tasks
Create list
Creates a new list
Create tag
Creates a new tag
Create contact
Creates a new contact
Update contact
Updates the details of the specified contact
Fetch contact
Fetches the details of an existing contact using ID
Create contact
Creates a new contact
Create company
Creates a new company
Create knowledge base article
Creates a new knowledge base article
Add address
Adds a new address
Create site
Creates a new site
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 company
Fetches the details of an existing company
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Fetch device
Fetches the details of an existing device
Fetch site
Fetches the details of an existing site
Fetch configuration
Fetches the details of an existing configuration
Fetch contact
Fetches the details of an existing contact
What is FluentCRM?
FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.
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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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
