Integrate Zendesk with Insightly
Send information between Zendesk and Insightly automatically, without writing any code, using Zoho Flow.
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Add new tasks to your Insightly for new tickets generated in Zendesk
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in your Insightly for newly generated tickets in Zendesk.
How it works
- The flow triggers when a new ticket is created in Zendesk.
- Zoho Flow creates a new task in Insightly.
Add new tasks to your Insightly for new tickets generated in Zendesk
Zendesk + Insightly
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Supported triggers and actions
Integrate Zendesk and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Ticket updated
Triggers when the details of a ticket is updated
Ticket created
Triggers when a new ticket is created
User created
Triggers when a new user is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Add Tag
Adds tag to the selected ticket
Create Organization
Creates a new organization
Create Request
Creates a new ticket in a verified end user's account
Create User
Creates a new user
Create Ticket
Creates a new ticket
Update Organization
Updates an existing organization
Add Comment
Adds comment to the selected ticket
Update Ticket
Updates an existing ticket status or adds comments
Update User Details
Updates an existing user's details
Fetch Ticket
Fetches a ticket by ID
Fetch User
Fetches the details of an existing user by ID
Fetch Organization
Fetches the details of an existing organization
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
What is Zendesk?
Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
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
Siddharth Ahuja
CEO, Fabricroot
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
