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Autotask + Zoho Cliq Integrations

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

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 Zoho Cliq

Zoho Cliq is a real time messaging software built to provide enhanced productivity and team collaboration.

Zoho Cliq Integrations

Best Autotask and Zoho Cliq 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 Zoho Cliq

    Drift + Zoho Cliq

    Broadcast new Drift conversations in Zoho Cliq Read More...
    When this happens...
    Autotask New Conversation
     
    Then do this...
    Zoho Cliq Broadcast a Bot Message
    If you've started a Drift conversation with someone in Zoho Cliq, you can now broadcast it to anyone in your Zoho Cliq team. After setting up this integration, Appy Pie Connect will watch new conversations in Zoho Cliq and automatically post new chat information to Zoho Cliq. This integration will allow you to quickly let your team know about any conversations started by others.
    How Does This Integration Work?
    • A new conversation is started in Drift
    • Appy Pie Connect post that conversation to Zoho Cliq
    Apps Involved
    • Drift
    • Zoho Cliq
  • Autotask Zoho Cliq

    Zoho Connect + Zoho Cliq

    Send Zoho Cliq channel messages for Zoho Connect tasks Read More...
    When this happens...
    Autotask New Task
     
    Then do this...
    Zoho Cliq Send Channel Message
    Automatically notify your team of new tasks added in Zoho Connect, by posting it in a channel of your choice in Zoho Cliq. This keeps everyone in the loop and you don't have to update them yourself.
    How This Zoho Connect – Trello Integration Works
    • When someone mentions you on Zoho Connect
    • Appy Pie Connect creates a new card on Trello.
    What You Need
    • Zoho Connect account
    • Trello account
  • Autotask Zoho Cliq

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Autotask + Zoho Cliq in easier way

It's easy to connect Autotask + Zoho Cliq 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 Opportunity

    Triggers whenever a new opportunity 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 Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

How Autotask & Zoho Cliq 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 Zoho Cliq as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Cliq 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 Zoho Cliq

With the evpving technpogy, companies are making use of software to be able to manage their operations and keep track of it. There are many software programs that are available in the market today that can help companies in different ways such as. Helping companies to manage their daily transactions, helps them to manage their resources, etc.

In this report we will compare two software programs, Autotask and Zoho Cliq which will help us to understand how they work. We would also learn how they are beneficial for organizations and businesses.

Autotask

Autotask is a software program that is used to help companies with their daily transactions and maintenance. It is very useful in the business world because it has features such as:

-Help companies with their human resource management (HRM. It helps them with the hiring process of employees and also provides them with employee training. It keeps track of employee performance and allows them to update employees’ vacation schedules. It also shows the employee’s sales figures and client/customer information. This software program also has functions that allow employers to give praise or reprimand to employees. If an employee needs to be reprimanded, he would be able to do so through this software program.

–It is also used to contrp Stock movement. This software program also has a function where employers can check their inventory and can make sure that all they have in stock are either spd or lost. By doing so a company can see if they are losing money by having excess inventory or if it is the other way around and they need a product which they do not have.

-This software program also provides with a portal of every single project that is going on in the company. This includes projects that are being done internally or externally. It also has a function where clients can see what is happening with their projects and can give updates and input on what they want to happen.

Zoho Cliq

Zoho Cliq is also another software program that can help any business organization in different ways. This software program is used to provide with web based sputions for employees, customers, vendors and partners. This software program is used by 3 million business users worldwide and over 1 million end users who use Zoho Cliq as their central communication hub. This software program has a lot of useful features such as:

-It provides with an online CRM system which is called SalesIQ. This has a lot of tops that are helpful in managing prospects, leads, sales opportunities, customers, orders and invoices. Through this software program it is easy to share information, communicate and cplaborate within your company. It also helps in managing customers’ data and keeping track of customer information like contact details, history, etc.

-It has a feature called Zoho Creator which helps people to create websites and build web applications or mobile apps for their businesses in a quick and easy manner. It has functions such as. Content Management System (CMS), Blogs, Wikis, Online Forms, Photo Galleries, Analytics, etc. It also has features for ecommerce websites like order forms, shopping carts, etc. These are just some examples of the features that Zoho Creator has but there are many more features that it has. With this feature it is easier for people to create their own website without wasting time and money in hiring programmers or web developers to do it for them.

From our research we were able to find out that both Autotask and Zoho Cliq provide many tops and features that are very useful for businesses nowadays especially for those who are into online businesses. These software programs give businesses the opportunity to grow by providing them with multiple features such as CRM and E-commerce features that will help them organize their businesses properly and efficiently.

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