

Integrate Helpshift with Insightly
Send information between Helpshift and Insightly automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Helpshift and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Issue created
Triggers when a new issue is created

Issue updated
Triggers when the details of an existing issue are updated

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

Add message
Adds a message to an existing issue

Add note
Adds a private note to an existing issue

Create issue
Creates a new issue

Create FAQ
Creates a new FAQ

Fetch user
Fetches the details of an existing user by email address

Fetch issue
Fetches the details of an existing issue by issue ID, author email address, or assignee ID

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 Helpshift?
Helpshift is a mobile-first customer service platform that delivers a superior in-app help experience for many of the world's top mobile apps and games.
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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