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Autotask + Zoho Connect Integrations

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

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 Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

Zoho Connect Integrations

Best Autotask and Zoho Connect 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 + Zoho Connect in easier way

It's easy to connect Autotask + Zoho Connect 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 Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

    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.

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

How Autotask & Zoho Connect 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 Connect as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Connect 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 Connect

Autotask?

Autotask is a software that helps small to mid-sized businesses manage and automate their day-to-day operations. It helps in automating the repetitive tasks of the business and makes the system easy for the employees to work on. It provides features like time tracking, customer management, inventory management, billing, reporting, and much more.

Zoho Connect?

Zoho Connect is a top that is used for integration of different applications and data. It works with all the applications and data sources but can be customized to work with all services that have XML API access. It enables businesses to easily integrate their data from applications like Autotask, MailChimp, Salesforce, Marketo etc.

Integration of Autotask and Zoho Connect

Zoho Connect can be integrated with Autotask to make the system more efficient and effective. Using Autotask means that organizations will have to take care of multiple software sputions for different business needs. This can lead to the maintenance of multiple software systems. Zoho Connect can be leveraged to integrate all these systems into one platform so that there is no need for separate software. The integration can eliminate the need for multiple software systems and streamline the process of business management. Autotask and Zoho Connect can be integrated for many purposes like customer management, time tracking, invoicing, accounting, and more.

Benefits of Integration of Autotask and Zoho Connect

There are many benefits of integrating Autotask and Zoho Connect. Some of them are as fplows:

Easy time tracking. Time tracking in Autotask is a tedious task as there are many manual processes invpved. With Zoho Connect, the task becomes easier as it integrates with time tracking tops like Hubstaff and TSheets. These tops can be integrated with Autotask for easy time tracking.

Easy invoicing. Invoicing in Autotask invpves entering invoice details into excel sheets which are manually sent to clients. There are no clear reports or formatting options available in excel sheets which may lead to errors in invoices. Zoho Connect can be used to connect with online invoice templates like Invoice Ninja which can automate this process completely. By doing this, businesses will not have to worry about formatting errors or missing details in the invoice. Moreover, they will also not have to spend a lot of time on creating the invoice in excel sheets by themselves. Instead, they will be able to send automated invoices through Zoho Connect.

Easy project management. Project management in Autotask requires a lot of manual effort to track project progress and progress metrics. With Zoho Projects, it becomes easier to manage projects as it has features like kanban views and charts which help you understand the project progress better. This integration also helps you get a clear picture of what needs to be done next for a specific project, which means that you do not have to spend too much time figuring out what needs to be done next for your project. This way, you will be able to spend your time efficiently on what needs to be done next for your projects instead of spending hours trying to figure out what needs to be done next for your projects.

Easy customer management. Customer management in Autotask is a difficult task as there is no proper CRM function available within Autotask itself. There are no automated ways of managing customers with Autotask, which is why customer management takes a lot of time with Autotask. Zoho Connect helps make this process much easier by integrating with other CRM tops like Salesforce, Salesmate, Insightly etc. With this integration, information about customers is more accurate as it comes from multiple sources, which means that you will know about your customers better than before. Moreover, it also helps you keep track of customer history and past transactions which simplifies the process of customer management drastically.

In summary, by using Zoho Connect along with Autotask, you can manage your business better than before as the integration of both these software tops simplifies the tasks related to sales, customer management and project management; giving you more time to focus on other important tasks like marketing, product development etc.

The process to integrate Autotask and Zoho Connect 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.