Jira Service Desk + Insightly Integration

Integrate Insightly to Jira Service Desk in one click, or tell Integrately AI how you want each lead handled. Sync service requests, update CRM records, alert your support team, and trigger follow-ups automatically.

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1.
  • Jira Service Desk
    Request is created in Jira Service Desk
  • Jira Service Desk
    Request is updated in Jira Service Desk
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.
  • Jira Service Desk
    Comment on request in Jira Service Desk
  • Jira Service Desk
    Search request in Jira Service Desk
  • Jira Service Desk
    Create request in Jira Service Desk
  • Jira Service Desk
    Get attachment by ID in Jira Service Desk
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for Insightly + Jira Service Desk Integration

Create support requests from new leads, update CRM records, alert support agents, and track project milestones, all in just one click.

Most popular automationsmost-popular-automations
Jira Service Desk + Insightly Integration

Create Insightly contact from new Jira Service Desk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Insightly. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Insightly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Insightly.

This makes it easy to keep track of your support tickets and contacts in one place.
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Insightly + Jira Service Desk Integration

Create Jira Service Desk ticket for new Insightly opportunity

Insightly is a great tool for managing customer relationships. However, when an opportunity is created in Insightly, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Jira Service Desk whenever an opportunity is created in Insightly. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Insightly + Jira Service Desk flow

Sync service tickets with messaging channels, update spreadsheets, notify team members, and manage tasks across your tools. Pick a combination and activate it in one click.

Jira Service Desk
Insightly
+
SlackSlack (4)
+
HubSpotHubSpot (3)
+
AsanaAsana (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
ConfluenceConfluence (3)
I
J
S
Create a Jira Service Desk request from every new Insightly lead, and notify your support channel in Slack.
New Insightly leads instantly generate a Jira Service Desk request while your Slack channel gets notified, eliminating manual handoffs.
J
I
S
When a Jira Service Desk request is updated, update the matching Insightly contact and post an update in Slack.
Keep Insightly contacts synchronized when Jira Service Desk requests change, and broadcast updates directly to Slack.
J
I
S
If a Jira Service Desk request is high priority, update the Insightly task and alert the management channel in Slack.
High priority Jira Service Desk requests instantly update Insightly tasks and alert managers in Slack.
J
I
S
Use ChatGPT to summarise every new Jira Service Desk request, update the Insightly lead, and post the brief in Slack.
ChatGPT summarizes Jira Service Desk requests, updates Insightly leads, and posts clean briefs in Slack.

Supported triggers and actions for Jira Service Desk and Insightly

Mix and match to build the exact automation you need

Jira Service Desk
Jira Service Desk Triggers & Actions
Request is created in Jira Service Desk
Triggers the automation when a new request is created
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Request is updated in Jira Service Desk
Triggers the automation when a request is updated
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Comment on request in Jira Service Desk
Adds a comment to a request
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Search request in Jira Service Desk
Searches for a request
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Create request in Jira Service Desk
Generates a new request
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Get attachment by ID in Jira Service Desk
Retrieves an attachment by its unique id
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Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update opportunity in Insightly
Updates the opportunity details as needed
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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Link objects in Insightly
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Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
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What can you automate with Insightly + Jira Service Desk?

Connect your CRM and support desk to eliminate manual handoffs, sync customer data, and streamline request management.

What you can automate?
🔄
Sync Insightly leads to Jira Service Desk requests
Turn every new Insightly lead into a Jira Service Desk request automatically. Sales and support teams stay aligned without manual data entry.
📋
Capture every submitted request field
Map all available Jira Service Desk fields directly into Insightly projects or tasks. Your CRM records retain full context from every support ticket.
🔔
Alert support agents instantly
Notify your team in Slack or via email the moment a critical Jira Service Desk request is created from an Insightly lead.
🔀
Route requests based on submitted criteria
Create different tasks or assign specific priorities in Insightly depending on the category or tier selected in your Jira Service Desk request.
🔄
Keep destination records up to date
Update matching Insightly contacts or opportunities automatically whenever a Jira Service Desk request status changes.
🔍
Search and update instead of creating duplicates
Check existing Insightly contacts before creating new records, updating current entries with fresh Jira Service Desk ticket data.
⏱️
Handle later status changes and resolutions
Trigger automated updates in Insightly projects when Jira Service Desk requests are resolved, closed, or escalated.
🔌
Extend your workflow to team messaging apps
Connect your core Insightly and Jira Service Desk flow to Slack or Gmail to keep stakeholders informed at every step.
And much more...

Who is Insightly + Jira Service Desk integration for?

Customer success teams, account managers, and support leads rely on this integration to keep CRM records and service requests aligned without manual data entry.

Data analysts and operations leads
Data analysts and operations leads
Customer support agents
Customer support agents
Account managers and client success
Account managers and client success
High-volume service teams
High-volume service teams
Sales development representatives
Sales development representatives
Project managers and operations heads
Project managers and operations heads
📈
Data analysts and operations leads
You're reviewing support metrics and CRM pipeline data, but service requests logged in Jira Service Desk never make it to your Insightly reports, so your performance dashboards are always incomplete — this integration means every ticket syncs instantly and your reporting stays accurate.
Customer support agents
You need to act fast when high-value clients report issues, but client history lives in Insightly while tickets stay in Jira Service Desk, so you waste time searching for context — automating both apps means ticket creation immediately surfaces contact details right where you work.
🤝
Account managers and client success
You answer to key clients who expect immediate updates on their service requests, but tracking ticket statuses across platforms requires manual checks, so clients sometimes find out about delays too late — connecting these apps means every request update reflects in your CRM immediately.
📦
High-volume service teams
The volume of daily customer requests is too high for anyone to keep up by hand, and manual ticket creation leads to dropped service items and missed CRM updates — with this integration, every request populates your pipeline automatically and nothing gets lost.
🎯
Sales development representatives
You own the handoff from sales to customer onboarding, but sales leads created in Insightly require manual support ticket setup in Jira Service Desk, so onboarding delays frustrate new clients — automating both apps means new leads trigger service requests instantly.
🗂️
Project managers and operations heads
You need a reliable history of client projects and support interactions, but data scattered between Insightly and Jira Service Desk creates persistent audit gaps, so your project timelines are hard to verify — this integration means your system logs form a complete, continuous record.
Our team

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Why choose Integrately to automate Jira Service Desk + Insightly

Build and manage your Jira Service Desk + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Jira Service Desk + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Insightly to Jira Service Desk?
Frequently Asked Questions
You can connect Insightly to Jira Service Desk in 1 click using ready workflows on Integrately. Choose a template, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Jira Service Desk requests from new Insightly leads?
Frequently Asked Questions
Can I connect Insightly, Jira Service Desk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Insightly and Jira Service Desk?
Frequently Asked Questions
How does Insightly data handle updates in Jira Service Desk requests?
Frequently Asked Questions
Can Jira Service Desk trigger updates in Insightly projects?
Frequently Asked Questions
Do I need coding skills to automate Insightly and Jira Service Desk?
Frequently Asked Questions
Is the Insightly and Jira Service Desk integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Insightly or Jira Service Desk With 1500+ Other Apps

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Jira Service Desk
Popular Jira Service Desk Integrations
Sync Jira Service Desk with notification tools, issue trackers, and reporting databases to streamline support operations.