Integrate LiveAgent with Insightly

Send information between LiveAgent and Insightly automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new ticket is created in LiveAgent.
  2. Zoho Flow creates a new task in Insightly.
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Generate a task within your Insightly for fresh tickets initiated in LiveAgent

LiveAgent + Insightly

Build your own integrations between LiveAgent and Insightly

Connect LiveAgent 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 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.

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.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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