Integrate Teamwork Desk with Insightly
Send information between Teamwork Desk 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 Teamwork Desk
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in Insightly for new tickets created in Teamwork Desk.
How it works
- The flow triggers when a new ticket is created in Teamwork Desk.
- Zoho Flow creates a new task in Insightly.
Create action items in your Insightly for newly generated tickets in Teamwork Desk
Teamwork Desk + Insightly
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Supported triggers and actions
Integrate Teamwork Desk and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New ticket note
Triggers when a ticket note is added
Thread edited
Triggers when a thread in the selected inbox is edited
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
New customer
Triggers when a new customer is created
Updated customer details
Triggers when the details of a customer are updated
New ticket
Triggers when a new ticket is created
New agent reply
Triggers when an agent sends a reply
New customer reply
Triggers when a customer sends a reply
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 customer
Creates a new customer
Create ticket
Creates a new ticket
Unassign ticket
Unassigns the selected ticket
Update customer
Updates the details of an existing customer
Update ticket
Updates an existing ticket
Link task to ticket
Links a task to a ticket
Assign ticket
Assigns the selected ticket to a user
Reply to ticket
Adds a reply to the selected ticket
Fetch ticket
Fetches a ticket by ticket ID or keyword
Fetch customer
Fetches an existing customer by name or email address. You can choose to create one if none are found.
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 Teamwork Desk?
Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.
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 >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
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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
