Integrate Zendesk with Insightful

Send information between Zendesk and Insightful automatically, without writing any code, using Zoho Flow.

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Generate a task within your Insightful for fresh tickets initiated in Zendesk

Efficiently address customer concerns by promptly creating tasks. This flow will generate a task within your Insightful for fresh tickets initiated in Zendesk.

How it works
  1. The flow triggers when a new ticket is created in Zendesk.
  2. Zoho Flow creates a new task in Insightful.
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Generate a task within your Insightful for fresh tickets initiated in Zendesk

Zendesk + Insightful

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Supported triggers and actions

Integrate Zendesk and Insightful 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

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team is created

Project created

Triggers when a new project is created

Employee updated

Triggers when the details of an existing employee are updated

All Actions - Actions are the automated tasks

Add Tag

Adds tag to the selected ticket

Create Organization

Creates a new organization

Create User

Creates a new user

Create Ticket

 Creates a new ticket

Create Request

Creates a new ticket in a verified end user's account

Update Ticket

Updates an existing ticket status or adds comments

Update User Details

Updates an existing user's details

Update Organization

Updates an existing organization

Add Comment

Adds comment to the selected ticket

Fetch Organization

Fetches the details of an existing organization

Fetch Ticket

Fetches a ticket by ID

Fetch User

Fetches the details of an existing user by ID

Create task

Creates a new task

Create project

Creates a new project

Create team

Creates a new team

Create employee

Creates a new employee

Update project

Updates the details of an existing project

Update team

Updates the details of an existing team

Update task

Updates the details of an existing task

Deactivate employee

Deactivates an existing employee

Update employee

Updates the details of an existing employee

Fetch team

Fetches the details of an existing team using ID

Fetch task

Fetches the details of an existing task using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch project

Fetches the details of an existing project using ID

Fetch employee by email address or name

Fetch record by email address or name

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.

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.

Owain ap Rees

Director of Sales, CASIOPE

We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.

Mattias Johansson

CEO, Infinite Solutions

We used to discover new signups only once a week. With Zoho Flow, we are notified instantly and can reach out to clients much faster, enabling us offering them bespoke solutions.

Graham Todd

Director of Operations and Sales, Artico

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