Integrate Insightly with Freshservice
Send information between Insightly and Freshservice automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Insightly and Freshservice using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
Release created
Triggers when a new release is created
Updated ticket
Triggers when any detail of a ticket is updated
Problem created
Triggers when a new problem is created
Change updated
Triggers when any detail of a change is updated
Updated release
Triggers when any detail of a release is updated
Updated problem
Triggers when any detail of a problem is updated
Ticket created
Triggers when a new ticket is created
Asset updated
Triggers when the details of an asset is updated
Asset created
Triggers when a new asset is created
Change created
Triggers when a new change is created
All Actions - Actions are the automated tasks
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create change
Creates a new change
Create contract
Creates a new contract
Create requester
Creates a new requester
Create department
Creates a new department
Create ticket note
Creates a new ticket note
Create asset
Creates a new asset
Create release
Creates a new release
Create reply conversation
Creates a new reply conversation for the ticket
Create ticket
Creates a new ticket
Add device to software
Adds a new device to the specified software
Create problem
Creates a new problem
Update asset
Updates the details of an existing asset
Update problem
Updates the details of an existing problem
Update ticket
Updates the details of an existing ticket
Fetch department
Fetches the details of an existing department by its name or ID
Fetch ticket
Fetches the details of a ticket by its subject and the requester's ID/email address
Fetch asset
Fetches the details of an existing asset by either its name or ID
Fetch agent
Fetches the details of an existing agent by email or ID
Fetch asset attribute
Fetches the details of an asset type's attribute (product or vendor) by its name
Fetch ticket by ID
Fetches the details of an existing ticket by ID
Fetch requester
Fetches the details of an existing requester by email or ID
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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What is Freshservice?
Freshservice is cloud based IT service management software. You can collaborate with your team, make informed decisions with the analytics, and manage your problems, change, and release.
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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.
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