Freshdesk + Insightly

Freshdesk + Insightly integrations

Create Insightly tasks for new Freshdesk tickets to stay organized

Effortlessly manage your customer support and project tasks with this Freshdesk to Insightly workflow. When a new ticket is created in Freshdesk, a task will be added in Insightly, ensuring you never miss an important support request. Stay organized and improve your team's productivity by keeping support and project management connected and up-to-date.

When this happens...
New TicketTriggers when there is a new ticket is created in Freshdesk.
TriggerInstant
automatically do this!
Create RecordCreates a Record
ActionWrite

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More things you can do with Freshdesk and Insightly

Discover other triggers and actions you can use with Freshdesk and Insightly

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
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Update Contact
Triggers when a user is updated.
Trigger
Instant
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- Name
  Required
- Description
- Notes
- Domains
Action
Write
- Name
  Required
- Description
Action
Write

- Subject
  Required
- Email
  Required
- Name
- Type
- Description
  Required
- Priority
- CC Emails
- Responder ID
- Status
- Source
- Group ID
- Product ID
- Tags
- Internal Agent ID
- Due by
- First Response due by
Action
Write
- Ticket ID
- Name of the requester
- Requester ID
- Email address of the requester
- Facebook ID
- Phone
- Twitter ID
- External ID
- Subject
- Type
- Status
- Priority
- Description
- Responder ID
- Due by
- First response due by
- Group ID
- Parent ID
- Product ID
- Source
- Tags
- Company ID
- Internal Agent ID
- Internal Group ID
- Lookup Parameter
Action
Write

- Email
  Required
Action
Search
- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search

New Contact
Triggers when a new customer is created.
Trigger
Instant
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Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
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- Ticket No
  Required
- Notes
  Required
- Private
  Required
Action
Write
- Forum Category
  Required
- Name
  Required
- Type
  Required
- Visibility
  Required
- Description
Action
Write
- Forum Category
  Required
- Forum
  Required
- Title
  Required
- Topic Description
  Required
- Sticky
- Locked
Action
Write
- Name
  Required
- Email
  Required
- Address
- Description
- Phone
- Job Title
- Tags
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket Id
  Required
Action
Search
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write

About Freshdesk

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

HelpHelp

Related categories

Customer Support

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create new Freshdesk contacts from new Insightly records

Related Zap Templates

Create new Freshdesk contacts from new Insightly records