Integrate IT Portal with Highrise

Send information between IT Portal and Highrise automatically, without writing any code, using Zoho Flow.

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Create a new contact is in IT Portal each time a new contact is created in Highrise

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in IT Portal whenever a new contact is created in Highrise.

How it works
  1. The flow triggers when a new contact is created in Highrise.
  2. Zoho Flow creates a new contact in IT Portal.
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Create a new contact is in IT Portal each time a new contact is created in Highrise

Highrise + IT Portal

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Supported triggers and actions

Integrate IT Portal and Highrise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

New task category

Triggers when a new task category is created

New user

Triggers when a new user is created

New group

Triggers when a new group is created

New tag

Triggers when a new tag is created

New company

Triggers when a new company is created

New deal

Triggers when a new deal is created

New deal category

Triggers when a new deal category is created

New case

Triggers when a new case is created

New contact

Triggers when a new contact is created

New custom fields

Triggers when a new custom field is created

New task

Triggers when a new task is created

All Actions - Actions are the automated tasks

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

Create company

Creates a new company

Fetch company

Fetches a company by name

Create task for contact

Creates a new task for the selected contact

Create deal

Creates a new deal

Create deal for contact

Creates a new deal for the selected contact

Create note for contact

Creates a note for the selected contact

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Create contact

Creates a new contact

Create task for case

Creates a new task associated with a case. Creates a new case if it doesn't exist.

Create case

Creates a new case

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.

What is Highrise?

Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.

CRM

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 >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

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CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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