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 Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact 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 agent
Updates an existing agent
Update client
Update details of a client
Update ticket
Update details of a ticket
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
Fetch agent by ID
Fetch details of an agent using id
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Task
Creates a new task
Create Organization
Creates a new organization
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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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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
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