Integrate Usedesk with Insightly
Send information between Usedesk 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 Usedesk
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in your Insightly for newly generated tickets in Usedesk.
How it works
- The flow triggers when a new ticket is created in Usedesk.
- Zoho Flow creates a new task in Insightly.
Generate a task within your Insightly for fresh tickets initiated in Usedesk
Usedesk + Insightly
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Supported triggers and actions
Integrate Usedesk 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 client
Triggers when a new client 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
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create agent
Creates a new agent
Add comment
Add a comment to a ticket
Create ticket
Create a new ticket
Create chat
Create a chat or send messages to an existing chat on behalf of the client
Create client
Create a new client
Send chat message
Sends a chat message to the client in chat
Update client
Update details of a client
Update agent
Updates an existing agent
Update ticket
Update details of a ticket
Fetch agent by email
Fetch details of an agent using email id
Fetch client
Fetch details of a client using id
Fetch ticket
Fetch details of a ticket using ticket id
Fetch agent by ID
Fetch details of an agent using id
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 Usedesk?
Usedesk customer support application
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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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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
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
