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Autotask + Xzazu Integrations

Appy Pie Connect allows you to automate multiple workflows between Autotask and Xzazu

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About Xzazu

Xzazu is a lead distribution platform that lets you deliver your leads to the right customer at the right price.

Xzazu Integrations

Best Autotask and Xzazu Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Microsoft Dynamics CRM

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    {{item.message}} Read More...
    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
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Connect Autotask + Xzazu in easier way

It's easy to connect Autotask + Xzazu without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Outbound Lead

    Triggers when a new outbound lead is available for your contract.

  • New Outbound Ping

    Triggers when a new outbound ping is available for your contract.

  • New Pong Result

    Triggers when a new pong result is available for your ping.

    Actions
  • Create Account

    Creates an account.

  • Create Contact

    Creates a contact.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Update Ticket

    Updates a ticket.

  • Create a New Inbound Lead

    Create an Inbond lead.

How Autotask & Xzazu Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Xzazu as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Xzazu with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and Xzazu

Autotask is a software that helps manage the customer relationship and business processes in IT. It was developed by ZOHO Corporation, which was founded in 1988. Autotask has a number of features, including the following:Autotask began as a software solution for help desk management. It now supports multiple verticals and the Autotask cloud service is used by more than 100,000 partners worldwide.

    What is Autotask?

Autotask's main product is its CRM software, which is used to track customer information and interactions in one place.“The way I use the Autotask system is to keep track of all of my client activities, and also to keep track of vendor relationships," said Dave Pacheco, partner with Technology Solutions Group, LLC. "I'll log into it every day or two to check on things, make sure there are no issues."Another key product is Autotask's Endpoint Manager, a software tool for hardware/software inventory, deployment, compliance and security monitoring. Tasks that can be performed with the tool include installing applications, deploying updates and monitoring security settings on computer systems. The product is used by organizations such as Lockheed Martin Aeronautics Co., which uses Endpoint Manager to track and maintain 5,000 systems and desktop devices, as well as hundreds of mobile devices.

    What is Xzazu?

Xzazu provides system lifecycle management solutions to the healthcare industry. Its offerings include Xzazu PracticePanther, a practice management platform; Xzazu StaffPanther, a human capital management platform; and Xzazu Community, a community portal. xzazu's customers include more than 1,500 practices and approximately 3 million patients nationwide.Xzazu has been recognized for its excellence in customer service by industry analyst firm Gartner. In June 2013 Gartner awarded xzazu a “Leader” recognition for its healthcare technology services in the market research firm's Magic Quadrant for Patient Engagement Technologies report.

The process to integrate Autotask and Xzazu may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.