Integrate Dashly with IT Portal
Send information between Dashly and IT Portal automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Dashly and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Conversation created
Triggers when a new conversation is created
Active user created
Triggers when a new active user is created
Lead created
Triggers when a new lead is created
Event occurred
Triggers when a specific event occurs
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
Device created or updated
Triggers when a device is created or if the details of an existing device 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
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
All Actions - Actions are the automated tasks
Send message
Sends a new message
Create site
Creates a new site
Add address
Adds a new address
Create knowledge base article
Creates a new knowledge base article
Create company
Creates a new company
Create contact
Creates a new contact
Update address
Updates the details of an existing address
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Fetch device
Fetches the details of an existing device
Fetch contact
Fetches the details of an existing contact
Fetch company
Fetches the details of an existing company
Fetch site
Fetches the details of an existing site
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Fetch configuration
Fetches the details of an existing configuration
What is Dashly?
Dashly is a marketing platform that allows you to capture leads, onboard new users, and launch message chains.
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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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