Integrate Groove with Insightly

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

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Create action items in your Insightly for newly generated tickets in Groove

Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Insightly for new tickets created in Groove.

How it works
  1. The flow triggers when a new ticket is created in Groove.
  2. Zoho Flow creates a new task in Insightly.
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Create action items in your Insightly for newly generated tickets in Groove

Groove + Insightly

Build your own integrations between Groove and Insightly

Connect Groove 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 Groove and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket closed

Triggers when a ticket is closed

Ticket created

Triggers when a new ticket is created

Customer replied

Triggers when a customer replies to a ticket

Ticket tagged

Triggers when a ticket is tagged

Agent replied

Triggers when an agent replies to a ticket

Note added

Triggers when a note is added to a ticket

Customer added

Triggers when a customer is added

Ticket assigned

Triggers when a ticket is assigned

Ticket deleted

Triggers when a ticket is deleted from trash

Ticket opened

Triggers when a ticket is opened

Ticket priority changed

Triggers when a ticket's priority is changed

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 new ticket

Starts a new ticket for your customer

Add note

Adds a private note to an existing ticket

Assign agent to ticket

Assigns an agent to a ticket

Close ticket

Changes the state of a ticket to Closed

Change ticket state

Changes the state of a ticket

Reopen ticket

Changes the state of a ticket to Opened

Find customer

Fetches customer profile details using email address

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 Groove?

GrooveHQ is a help desk platform meant for small businesses and startups. It lets you chat with your customers, collaborate on conversations and more.

Customer Support

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.

Learn more >

Custom functions

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

Learn more >

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Toto

Technical Engineer, Master Liveaboards

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