Integrate Dashly with IT Portal

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

Build your own integrations between Dashly and IT Portal

Connect Dashly and IT Portal with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Dashly and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event occurred

Triggers when a specific event occurs

Active user created

Triggers when a new active user is created

Lead created

Triggers when a new lead is created

Conversation created

Triggers when a new conversation is created

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

Device created or updated

Triggers when a device is created or if the details of an existing device 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

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

All Actions - Actions are the automated tasks

Send message

Sends a new message

Create company

Creates a new company

Create site

Creates a new site

Create contact

Creates a new contact

Create knowledge base article

Creates a new knowledge base article

Add address

Adds a new address

Update address

Updates the details of an existing address

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch knowledge base article

Fetches the details of an existing knowledge base article

Fetch site

Fetches the details of an existing site

Fetch company

Fetches the details of an existing company

Fetch contact

Fetches the details of an existing contact

Fetch device

Fetches the details of an existing device

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.

Marketing Automation

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.

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.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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