Integrate Usedesk with Insightly
Send information between Usedesk and Insightly automatically, without writing any code, using Zoho Flow.
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Generate a task within your Insightly for fresh tickets initiated in Usedesk
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in your Insightly for newly generated tickets in Usedesk.
How it works
- The flow triggers when a new ticket is created in Usedesk.
- Zoho Flow creates a new task in Insightly.
Generate a task within your Insightly for fresh tickets initiated in Usedesk
Usedesk + Insightly
Build your own integrations between Usedesk and Insightly
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Supported triggers and actions
Integrate Usedesk 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 client
Triggers when a new client is created
New Contact
Triggers when a new contact is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create chat
Create a chat or send messages to an existing chat on behalf of the client
Create ticket
Create a new ticket
Add comment
Add a comment to a ticket
Create agent
Creates a new agent
Send chat message
Sends a chat message to the client in chat
Create client
Create a new client
Update ticket
Update details of a ticket
Update agent
Updates an existing agent
Update client
Update details of a client
Fetch agent by ID
Fetch details of an agent using id
Fetch ticket
Fetch details of a ticket using ticket id
Fetch client
Fetch details of a client using id
Fetch agent by email
Fetch details of an agent using email id
Create Lead
Creates a new lead
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Task
Creates a new task
What is Usedesk?
Usedesk customer support application
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
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.
Learn more >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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
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
