Integrate Deskpro with Insightly
Send information between Deskpro and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a task within your Insightly for fresh tickets initiated in Deskpro
Efficiently address customer concerns by promptly creating tasks. This flow will add new tasks to your Insightly for new tickets generated in Deskpro.
How it works
- The flow triggers when a new ticket is created in Deskpro.
- Zoho Flow creates a new task in Insightly.
Generate a task within your Insightly for fresh tickets initiated in Deskpro
Deskpro + Insightly
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Supported triggers and actions
Integrate Deskpro and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket updated
Triggers when any detail of a ticket is updated
Person added
Triggers when a new person is added
Ticket created
Triggers when a new ticket is created
Ticket response received
Triggers when a new response is received for a ticket
Organization created
Triggers when a new organization 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
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Add person
Adds a new person
Create organization
Creates a new organization
Add note to ticket
Adds a note or message to the selected ticket
Update ticket
Updates the details of an existing ticket
Fetch person or agent
Fetches the details of a person or agent by their email address or ID
Fetch organization
Fetches the details of an existing organization
Fetch ticket
Fetches the details of an existing ticket by its ID
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
What is Deskpro?
Deskpro is a helpdesk software with mult-channel support. You can manage your entire user base, collaborate with your teams using instant messaging and notes, and also monitor ticket statistics, agent activities and more.
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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Owain ap Rees
Sales Director, Artico
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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
