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
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
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
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 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 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.
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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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 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.
Neville Mader
Director, Perth Security Services
