Integrate Fluent Support with Insightly

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

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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
  1. The flow triggers when a new ticket is created in Fluent Support.
  2. Zoho Flow creates a new task in Insightly.
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Create a task in Insightly for new tickets created in Fluent Support

Fluent Support + Insightly

Build your own integrations between Fluent Support and Insightly

Connect Fluent Support 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 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.

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.

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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.

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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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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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