Integrate Teamwork Desk with Insightly
Send information between Teamwork Desk and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create action items in your Insightly for newly generated tickets in Teamwork Desk
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in Insightly for new tickets created in Teamwork Desk.
How it works
- The flow triggers when a new ticket is created in Teamwork Desk.
- Zoho Flow creates a new task in Insightly.
Create action items in your Insightly for newly generated tickets in Teamwork Desk
Teamwork Desk + Insightly
Build your own integrations between Teamwork Desk and Insightly
Connect Teamwork Desk and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamwork Desk and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New ticket
Triggers when a new ticket is created
New agent reply
Triggers when an agent sends a reply
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
New customer
Triggers when a new customer is created
New ticket note
Triggers when a ticket note is added
Thread edited
Triggers when a thread in the selected inbox is edited
New customer reply
Triggers when a customer sends a reply
Updated customer details
Triggers when the details of a customer are updated
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 customer
Creates a new customer
Create ticket
Creates a new ticket
Update ticket
Updates an existing ticket
Link task to ticket
Links a task to a ticket
Unassign ticket
Unassigns the selected ticket
Update customer
Updates the details of an existing customer
Assign ticket
Assigns the selected ticket to a user
Reply to ticket
Adds a reply to the selected ticket
Fetch ticket
Fetches a ticket by ticket ID or keyword
Fetch customer
Fetches an existing customer by name or email address. You can choose to create one if none are found.
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 Teamwork Desk?
Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.
Similar apps
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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
