Freshservice and Insightly integrations and automations

Do everything in one place

Customize your Freshservice and Insightly integration with the following triggers and actions.

Triggers

When this happens…

Freshservice
  • New ticket
    New ticket in Freshservice
  • New/updated ticket
    New or updated ticket in Freshservice

    • Any other trigger you can think up

Insightly
  • New contact
    New contact in Insightly
  • New organisation
    New organisation in Insightly
  • Updated contact
    Updated contact in Insightly
  • Updated opportunity
    Updated opportunity in Insightly
  • Updated organisation
    Updated organisation in Insightly

    • Any other trigger you can think up

Actions

Do this…

Freshservice
  • Custom action
    Custom action in Freshservice (Custom)
  • Create agent
    Create agent in Freshservice
  • Create incident
    Create incident in Freshservice
  • Create onboarding request
    Create onboarding request in Freshservice
  • Create requester
    Create requester in Freshservice
  • Create service request
    Create service request in Freshservice
  • Get agent details
    Get Agent details by ID in Freshservice
  • List agent fields
    List agent fields in Freshservice
  • List service items
    List service items in Freshservice
  • List onboarding form fields
    List onboarding form fields in Freshservice
  • Get requester details
    Get requester by ID in Freshservice
  • List requester fields
    List requester fields in Freshservice
  • List ticket form fields
    List ticket form fields in Freshservice
  • Search agents
    Search agents in Freshservice
  • Search requesters
    Search requesters in Freshservice
  • Search tickets
    Search tickets in Freshservice
  • Update requester
    Update requester in Freshservice

    • Any other action you can think up

Insightly
  • Custom action
    Custom action in Insightly (Custom)
  • Add note to opportunity
    Add note to opportunity in Insightly
  • Create contact
    Create contact in Insightly
  • Create event
    Create event in Insightly
  • Create opportunity
    Create opportunity in Insightly
  • Create organisation
    Create organisation in Insightly
  • Get user by ID
    Get user by ID in Insightly
  • Search contacts Batch
    Search contacts in Insightly
  • Search pipelines Batch
    Search pipelines in Insightly
  • Search users Batch
    Search users in Insightly
  • Update contact
    Update contact in Insightly
  • Update opportunity
    Update opportunity in Insightly

    • Any other action you can think up

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