Integrate Teamwork Desk with Insightly
Send information between Teamwork Desk and Insightly automatically, without writing any code, using Zoho Flow.
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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 agent reply
Triggers when an agent sends a reply
New customer
Triggers when a new customer is created
New ticket note
Triggers when a ticket note is added
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
New customer reply
Triggers when a customer sends a reply
New ticket
Triggers when a new ticket is created
Ticket Unassigned
Triggers when a ticket in the selected inbox is unassigned
Thread edited
Triggers when a thread in the selected inbox is edited
Updated customer details
Triggers when the details of a customer are updated
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
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Link task to ticket
Links a task to a ticket
Create customer
Creates a new customer
Create ticket
Creates a new ticket
Assign ticket
Assigns the selected ticket to a user
Update ticket
Updates the details of an existing ticket
Reply to ticket
Adds a reply to the selected ticket
Update customer
Updates the details of an existing customer
Unassign ticket
Unassigns the selected ticket
Fetch priorities
Fetches the priority of an existing ticket by ID or name
Fetch company
Fetches the details of an existing company by ID, name, or email address
Fetch type
Fetches the type of an existing ticket by ID or name
Fetch agent
Fetches the details of an existing agent by ID, name, or email address
Fetch source
Fetches the source of an existing ticket by ID or name
Fetch tags
Fetch the details of an existing tag by ID or name
Fetch status
Fetches the status of an existing ticket by ID or name
Fetch inbox
Fetches the details of an existing inbox by ID, name, or email address
Fetch ticket
Fetches the details of an existing ticket by ticket ID or name
Fetch customer
Fetches the details of an existing customer by name or email address
Create Opportunity
Creates a new opportunity
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
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.
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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
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
