Integrate SupportBee with Insightly

Send information between SupportBee and Insightly automatically, without writing any code, using Zoho Flow.

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Create a task in Insightly for new tickets created in SupportBee

Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your Insightly for newly generated tickets in SupportBee.

How it works
  1. The flow triggers when a new ticket is created in SupportBee.
  2. Zoho Flow creates a new task in Insightly.
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Create a task in Insightly for new tickets created in SupportBee

SupportBee + Insightly

Build your own integrations between SupportBee and Insightly

Connect SupportBee and Insightly 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 SupportBee and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Ticket

Triggers when a new ticket is created

New Comment

Triggers when a new comment is added to a ticket

New Agent Reply

Triggers when an agent replies to a ticket

New Customer Reply

Triggers when a customer replies to a ticket

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create Ticket

Creates a new ticket

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

What is SupportBee?

SupportBee is an email ticketing system that lets you manage your tickets easily. Create tickets, assign them to agents or teams, and use snippets to answer frequently asked questions.

Customer Support Helpdesk

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.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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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