Integrate Teamwork Desk with Insightful

Send information between Teamwork Desk and Insightful automatically, without writing any code, using Zoho Flow.

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Create a task in Insightful for new tickets created in Teamwork Desk

Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in Insightful for new tickets created in Teamwork Desk.

How it works
  1. The flow triggers when a new ticket is created in Teamwork Desk.
  2. Zoho Flow creates a new task in Insightful.
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Create a task in Insightful for new tickets created in Teamwork Desk

Teamwork Desk + Insightful

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Supported triggers and actions

Integrate Teamwork Desk and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Thread edited

Triggers when a thread in the selected inbox is edited

New customer

Triggers when a new customer is created

New ticket note

Triggers when a ticket note is added

New agent reply

Triggers when an agent sends a reply

New customer reply

Triggers when a customer sends a reply

Ticket assigned

Triggers when a ticket in the selected inbox is assigned

Ticket Unassigned

Triggers when a ticket in the selected inbox is unassigned

New ticket

Triggers when a new ticket is created

Updated customer details

Triggers when the details of a customer are updated

Employee created

Triggers when a new employee is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team is created

All Actions - Actions are the automated tasks

Create ticket

Creates a new ticket

Create customer

Creates a new customer

Link task to ticket

Links a task to a ticket

Reply to ticket

Adds a reply to the selected ticket

Unassign ticket

Unassigns the selected ticket

Update customer

Updates the details of an existing customer

Update ticket

Updates the details of an existing ticket

Assign ticket

Assigns the selected ticket to a user

Fetch source

Fetches the source of an existing ticket by ID or name

Fetch priorities

Fetches the priority of an existing ticket by ID or name

Fetch agent

Fetches the details of an existing agent by ID, name, or email address

Fetch type

Fetches the type of an existing ticket by ID or name

Fetch inbox

Fetches the details of an existing inbox by ID, name, or email address

Fetch status

Fetches the status of an existing ticket by ID or name

Fetch company

Fetches the details of an existing company by ID, name, or email address

Fetch tags

Fetch the details of an existing tag by ID or name

Fetch ticket

Fetches the details of an existing ticket by ticket ID or name

Fetch customer

Fetches the details of an existing customer by name or email address

Create team

Creates a new team

Create employee

Creates a new employee

Create project

Creates a new project

Create task

Creates a new task

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch task

Fetches the details of an existing task using ID

Fetch team

Fetches the details of an existing team using ID

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.

Customer Support Helpdesk

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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