Integrate LiveAgent with Insightly
Send information between LiveAgent 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 LiveAgent
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your Insightly for newly generated tickets in LiveAgent.
How it works
- The flow triggers when a new ticket is created in LiveAgent.
- Zoho Flow creates a new task in Insightly.
Generate a task within your Insightly for fresh tickets initiated in LiveAgent
LiveAgent + Insightly
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Supported triggers and actions
Integrate LiveAgent and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Ticket created
Triggers when a new ticket is created
Contact created
Triggers when a new contact is created
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
Add contact to group
Adds a contact to the selected group
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create company
Creates a new company
Update company
Updates the details of an existing company
Remove contact from group
Removes a contact from the selected group
Update ticket
Updates the details of an existing ticket
Update contact
Updates the details of an existing contact
Fetch company
Fetches the details of an existing company by ID, name, or email address
Fetch ticket
Fetches the details of an existing ticket by ID or subject
Fetch contact
Fetches the details of an existing contact by ID, first name, last name, or 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 LiveAgent?
LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
