Integrate IT Portal with Lead Liaison
Send information between IT Portal and Lead Liaison automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate IT Portal and Lead Liaison using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
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
New form submission
Triggers when there is a new submission for the selected form
New email
Triggers when a new email is sent
New prospect
Triggers when a new prospect is created
All Actions - Actions are the automated tasks
Create site
Creates a new site
Create knowledge base article
Creates a new knowledge base article
Add address
Adds a new address
Create contact
Creates a new contact
Create company
Creates a new company
Update company
Updates the details of an existing company
Update address
Updates the details of an existing address
Update contact
Updates the details of an existing contact
Fetch configuration
Fetches the details of an existing configuration
Fetch contact
Fetches the details of an existing contact
Fetch device
Fetches the details of an existing device
Fetch site
Fetches the details of an existing site
Fetch company
Fetches the details of an existing company
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Add prospect to list
Adds a prospect to the selected list
Create prospect
Creates a new prospect
Update prospect
Updates the details of an existing prospect
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch prospect - By email
Fetches the details of an existing prospect by email address
Remove prospect from list
Removes a prospect from the selected list
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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What is Lead Liaison?
Lead Liaison is a marketing automation and lead management tool. You can track website visitors, personalize website experiences, and assign lead ownership through custom criteria.
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Webhook triggers
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Learn more >Logic
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