Integrate LiveAgent with Insightly
Send information between LiveAgent 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 LiveAgent
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your Insightly for newly generated tickets in LiveAgent.
How it works
- The flow triggers when a new ticket is created in LiveAgent.
- Zoho Flow creates a new task in Insightly.
Generate a task within your Insightly for fresh tickets initiated in LiveAgent
LiveAgent + Insightly
Build your own integrations between LiveAgent and Insightly
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Supported triggers and actions
Integrate LiveAgent and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Ticket created
Triggers when a new ticket is created
Company created
Triggers when a new company 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
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Add contact to group
Adds a contact to the selected group
Create contact
Creates a new contact
Create company
Creates a new company
Create ticket
Creates a new ticket
Remove contact from group
Removes a contact from the selected group
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update ticket
Updates the details of an existing ticket
Fetch ticket
Fetches the details of an existing ticket by ID or subject
Fetch company
Fetches the details of an existing company by ID, name, or email address
Fetch contact
Fetches the details of an existing contact by ID, first name, last name, or email address
Create Opportunity
Creates a new opportunity
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
What is LiveAgent?
LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.
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.
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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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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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.
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Director, Perth Security Services
