Integrate Usedesk with Insightly
Send information between Usedesk 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 Usedesk
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in your Insightly for newly generated tickets in Usedesk.
How it works
- The flow triggers when a new ticket is created in Usedesk.
- Zoho Flow creates a new task in Insightly.
Generate a task within your Insightly for fresh tickets initiated in Usedesk
Usedesk + Insightly
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Supported triggers and actions
Integrate Usedesk and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Client added
Triggers when a new client is added
Ticket created
Triggers when a new ticket 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
Create client
Creates a new client
Create agent
Creates a new agent
Add comment
Adds a comment to the specified ticket
Create chat
Creates a chat or send messages to an existing chat on behalf of the client
Send chat message
Sends a chat message to the specified client
Create ticket
Creates a new ticket
Update agent
Updates the details of an existing agent
Update client
Updates the details of an existing client
Update ticket
Updates the details of an existing ticket
Fetch client
Fetches the details of an existing client using client ID
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch agent by email address
Fetches the details of an existing agent using email address
Fetch agent by ID
Fetches the details of an existing agent using agent ID
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 Usedesk?
Usedesk is a cloud-based solution that lets you automate customer engagement services and solve customer support tickets. It allows you to create templates, set up automatic responses, make automatic changes to customer status, and more.
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.
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