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Freshdesk + Insightly

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.

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.

  1. When this happens...
    FreshdeskFreshdesk
    New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

    TriggerInstant
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Freshdesk triggers, actions, and search

    New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

    Trigger
    Instant
    Try It
  • Freshdesk triggers, actions, and search

    New Ticket Note

    Triggers when a Note is added to a Ticket.

    Trigger
    Instant
    Try It
    • NameRequired

    • Description

    • Notes

    • Domains

    Action
    Write
    • Ticket NoRequired

    • NotesRequired

    • PrivateRequired

    Action
    Write
    • Forum CategoryRequired

    • NameRequired

    • TypeRequired

    • VisibilityRequired

    • Description

    Action
    Write
freshdesk logo
freshdesk logo

About Freshdesk

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

Related categories

  • Customer Support

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insightly logo
insightly logo

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.

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