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 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 Request
Creates a new ticket in a verified end user's account
Create User
Creates a new user
Create Ticket
Creates a new ticket
Add Tag
Adds tag to the selected ticket
Create Organization
Creates a new organization
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 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 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 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.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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
