Integrate Octadesk with IT Portal
Send information between Octadesk and IT Portal automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Octadesk and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization added
Triggers when a new organisation is added
Customer added
Triggers when a new customer is added
Ticket added
Triggers when a new ticket is added
Agent added
Triggers when a new agent is added
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
All Actions - Actions are the automated tasks
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Fetch organization
Fetches the details of an existing organization by name
Search ticket
Search for an existing ticket
Update ticket
Updates the details of an existing ticket
Create product
Creates a new product
Create organization
Creates a new organization
Create person
Creates a new person
Create ticket
Creates a new ticket
Create contact
Creates a new contact
Create company
Creates a new company
Create site
Creates a new site
Create knowledge base article
Creates a new knowledge base article
Add address
Adds a new address
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 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
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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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Webhook triggers
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Logic
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Custom functions
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Toto
Technical Engineer, Master Liveaboards
