Integrate Fluent Support with Insightly
Send information between Fluent Support and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightly for new tickets created in Fluent Support
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Insightly for new tickets generated in Fluent Support.
How it works
- The flow triggers when a new ticket is created in Fluent Support.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly for new tickets created in Fluent Support
Fluent Support + Insightly
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Supported triggers and actions
Integrate Fluent Support and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Tickets moved
Triggers when tickets are moved
Ticket created
Triggers when a new ticket is created
Ticket closed
Triggers when an existing ticket is closed
Ticket agent changed
Triggers when a ticket agent is changed
Ticket reopened
Triggers when a ticket is reopened
New Organization
Triggers when a new organization is created
New Contact
Triggers when a new contact is created
New Task
Triggers when a new task is created
New Project
Triggers when a new project is created
New Opportunity
Triggers when a new opportunity is created
New Lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create customer
Creates a new customer
Fetch customer
Fetches the details of an existing customer
Fetch agent
Fetches the details of an existing agent
Fetch ticket
Fetches the details of an existing ticket
Create Task
Creates a new task
Create Organization
Creates a new organization
Create Opportunity
Creates a new opportunity
Create Project
Creates a new project
Create Contact
Creates a new contact
Create Lead
Creates a new lead
What is Fluent Support?
Fluent Support is a WordPress support ticket management website that allows businesses to manage support agents, customers, and tickets.
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
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
