Integrate SupportBee with Insightly
Send information between SupportBee 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 SupportBee
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 SupportBee.
How it works
- The flow triggers when a new ticket is created in SupportBee.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly for new tickets created in SupportBee
SupportBee + Insightly
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Supported triggers and actions
Integrate SupportBee and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Ticket
Triggers when a new ticket is created
New Customer Reply
Triggers when a customer replies to a ticket
New Agent Reply
Triggers when an agent replies to a ticket
New Comment
Triggers when a new comment is added to a ticket
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 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 SupportBee?
SupportBee is an email ticketing system that lets you manage your tickets easily. Create tickets, assign them to agents or teams, and use snippets to answer frequently asked questions.
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
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
