Freshdesk + Email Parser by Zapier + Insightly Integrations

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Do even more with Freshdesk + Email Parser by Zapier + Insightly

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Freshdesk, Email Parser by Zapier, and Insightly. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Trigger
Instant
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New Ticket Note
Triggers when a Note is added to a Ticket.
Trigger
Instant
Try It
Update Contact
Triggers when a user is updated.
Trigger
Instant
Try It
- NameRequired
  Company Name.
- Description
  Enter more details about this Company e.g. Address , Website etc.
- Notes
  Add some specific notes regarding this company.
- Domains
  Domains for this company. Freshdesk will use this to associated contacts automatically to this company.
Action
Write
- NameRequired
  Name of the forum.
- Description
  Enter a description for the forum.
Action
Write

- SubjectRequired
  Subject for the ticket.
- EmailRequired
  Email of the requester/user.
- Type
  For categorizing the ticket according to the different kinds of issues your team deals with.
- DescriptionRequired
  A description for the ticket. Include details here.
- Priority
  Priority of the ticket.
- CC Emails
  Enter emails of person(s) you want to copy separated by commas.
Action
Write
- Api Docs Info
  API docs for Freshdesk are located here https://developers.freshdesk.com/api/?_ga=2.223262879.541409777.1550189352-1628441631.1550189352
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Ticket IdRequired
Action
Search
New Mailbox
Triggers when a new mailbox is added.
Trigger
Scheduled
Try It
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write

New Contact
Triggers when a new customer is created.
Trigger
Instant
Try It
Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
Try It
- Ticket NoRequired
  Ticket Number ( Display ID) to which notes has to be added.
- NotesRequired
  The Notes that need to be added to the Ticket.
- PrivateRequired
  Indicate Whether this note needs to be Private or Public ( Visible to everyone on the portal ).
Action
Write
- Forum CategoryRequired
  Select the Category under which the Forum needs to be created.
- NameRequired
  Name for the Forum.
- TypeRequired
  Select a Type of Forum.
- VisibilityRequired
  Select the Visibility of the Forum.
- Description
  Description for the Forum.
Action
Write
- Forum CategoryRequired
  Select the Forum Category under which this Topic goes in . You will see a list of Forums once you select the Forum Category.
- ForumRequired
  Please select the Forum under which the topic needs to be created.
- TitleRequired
  Enter a Title for this Topic.
- Topic DescriptionRequired
  Enter a Description for the Topic you are creating.
- Sticky
  Should this topic be sticky ?
- Locked
  Should this Topic be locked ?
Action
Write
- NameRequired
  Full Name.
- EmailRequired
  Email Address of the User.
- Address
- Description
- Phone
- Job Title
- Tags
  Comma-separated list of tags to add to the user.
Action
Write
- EmailRequired
Action
Search
- MailboxRequired
  Only trigger on emails sent to this specific mailbox. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.
Trigger
Instant
Try It
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
  Filter by Object Name
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
  Pick which type of object you want to search for.
- Search ByRequired
- Search ValueRequired
Action
Search

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How to connect Freshdesk + Email Parser by Zapier + Insightly

Step 1: Authenticate Freshdesk, Email Parser by Zapier, and Insightly.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Freshdesk + Email Parser by Zapier + Insightly

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

Related categories

Customer Support

Similar apps

Zendesk

Customer Support

Help Scout

Customer Support

Mojo Helpdesk

Customer Support

About Email Parser by Zapier

Send emails to your custom "@robot.zapier.com" address and extract any data! Visit http://parser.zapier.com/ for more information!

Related categories

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Pipedrive

CRM (Customer Relationship Management)

Keap Max Classic

Marketing Automation

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Freshdesk + Email Parser by Zapier + Insightly Integrations

Freshdesk + Email Parser by Zapier + Insightly Integrations

Do even more with Freshdesk + Email Parser by Zapier + Insightly

New Ticket

New Ticket Note

Update Contact

Create Company

NameRequired

Description

Notes

Domains

Create Forum Category

NameRequired

Description

Create Ticket

SubjectRequired

EmailRequired

Type

DescriptionRequired

Priority

CC Emails

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Ticket by Id

Ticket IdRequired

New Mailbox

New Record

Insightly ObjectRequired

Updated Record

Insightly ObjectRequired

Update Record

Insightly ObjectRequired

New Contact

Update Ticket

Add Notes to a Ticket

Ticket NoRequired

NotesRequired

PrivateRequired

Create Forum

Forum CategoryRequired

NameRequired

TypeRequired

VisibilityRequired

Description

Create Forum Topic

Forum CategoryRequired

ForumRequired

TitleRequired

Topic DescriptionRequired

Sticky

Locked

Create Contact

NameRequired

EmailRequired

Address

Description

Phone

Job Title

Tags

Find Contact

EmailRequired

New Email

MailboxRequired

Deleted Record

Insightly ObjectRequired

Updated Field on Record

Insightly ObjectRequired

Create Record

Insightly ObjectRequired

Find Record

Insightly ObjectRequired

Search ByRequired

Search ValueRequired

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