Integrate Deskpro with Insightly

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

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Generate a task within your Insightly for fresh tickets initiated in Deskpro

Efficiently address customer concerns by promptly creating tasks. This flow will add new tasks to your Insightly for new tickets generated in Deskpro.

How it works
  1. The flow triggers when a new ticket is created in Deskpro.
  2. Zoho Flow creates a new task in Insightly.
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Generate a task within your Insightly for fresh tickets initiated in Deskpro

Deskpro + Insightly

Build your own integrations between Deskpro and Insightly

Connect Deskpro 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 Deskpro and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket response received

Triggers when a new response is received for a ticket

Ticket created

Triggers when a new ticket is created

Organization created

Triggers when a new organization is created

Person added

Triggers when a new person is added

Ticket updated

Triggers when any detail of a ticket is updated

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

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Add note to ticket

Adds a note or message to the selected ticket

Create organization

Creates a new organization

Add person

Adds a new person

Create ticket

Creates a new ticket

Update ticket

Updates the details of an existing ticket

Fetch organization

Fetches the details of an existing organization

Fetch person or agent

Fetches the details of a person or agent by their email address or ID

Fetch ticket

Fetches the details of an existing ticket by its ID

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

What is Deskpro?

Deskpro is a helpdesk software with mult-channel support. You can manage your entire user base, collaborate with your teams using instant messaging and notes, and also monitor ticket statistics, agent activities and more.

Customer Support Helpdesk

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.

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Custom functions

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

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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

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

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

Toto

Technical Engineer, Master Liveaboards

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