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Integrate Octadesk with Insightly
Send information between Octadesk and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a task in Insightly for new tickets created in Octadesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Insightly for new tickets created in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Insightly.
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Create a task in Insightly for new tickets created in Octadesk
Octadesk + Insightly
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Build your own integrations between Octadesk and Insightly
Connect Octadesk and Insightly with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Octadesk and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Agent added
Triggers when a new agent is added
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Ticket added
Triggers when a new ticket is added
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Customer added
Triggers when a new customer is added
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Organization added
Triggers when a new organisation is added
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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Create ticket
Creates a new ticket
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Create person
Creates a new person
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Create organization
Creates a new organization
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Create product
Creates a new product
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Update ticket
Updates the details of an existing ticket
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Update product
Updates the details of an existing product
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Update organization
Updates the details of an existing organization
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Fetch requester
Fetches the details of an existing requester using email address
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Fetch person
Fetches the details of an existing person using email address
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Fetch organization
Fetches the details of an existing organization by name
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Search ticket
Search for an existing ticket
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Create Organization
Creates a new organization
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Create Contact
Creates a new contact
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Create Project
Creates a new project
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Create Task
Creates a new task
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Create Lead
Creates a new lead
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Create Opportunity
Creates a new opportunity
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, 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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