Integrate Fluent Support with Insightly
Send information between Fluent Support and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightly for new tickets created in Fluent Support
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Insightly for new tickets generated in Fluent Support.
How it works
- The flow triggers when a new ticket is created in Fluent Support.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly for new tickets created in Fluent Support
Fluent Support + Insightly
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Supported triggers and actions
Integrate Fluent Support and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket closed
Triggers when an existing ticket is closed
Ticket agent changed
Triggers when a ticket agent is changed
Ticket reopened
Triggers when a ticket is reopened
Tickets moved
Triggers when tickets are moved
Ticket created
Triggers when a new ticket is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
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
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create ticket
Creates a new ticket
Fetch customer
Fetches the details of an existing customer
Fetch agent
Fetches the details of an existing agent
Fetch ticket
Fetches the details of an existing ticket
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
What is Fluent Support?
Fluent Support is a WordPress support ticket management system that allows businesses to manage support agents, customers, and tickets.
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 >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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
