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
  1. The flow triggers when a new ticket is created in Zendesk.
  2. Zoho Flow creates a new task in Insightly.
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Add new tasks to your Insightly for new tickets generated in Zendesk

Zendesk + Insightly

Build your own integrations between Zendesk and Insightly

Connect Zendesk and Insightly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zendesk and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

User created

Triggers when a new user is created

Ticket created

Triggers when a new ticket is created

Ticket updated

Triggers when the details of a ticket is updated

Organization created

Triggers when a new organization 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 Organization

Creates a new organization

Add Tag

Adds tag to the selected ticket

Create Ticket

 Creates a new ticket

Create User

Creates a new user

Create Request

Creates a new ticket in a verified end user's account

Update User Details

Updates an existing user's details

Update Ticket

Updates an existing ticket status or adds comments

Add Comment

Adds comment to the selected ticket

Update Organization

Updates an existing organization

Fetch Organization

Fetches the details of an existing organization

Fetch User

Fetches the details of an existing user by ID

Fetch Ticket

Fetches a ticket by 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 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.

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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