Integrate Groove with Insightly
Send information between Groove 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 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
- The flow triggers when a new ticket is created in Groove.
- Zoho Flow creates a new task in Insightly.
Create action items in your Insightly for newly generated tickets in Groove
Groove + Insightly
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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.
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 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
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
