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Autotask + Zoho Inventory Integrations

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

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 Inventory

Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.

Zoho Inventory Integrations
Zoho Inventory Alternatives

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Best Autotask and Zoho Inventory 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...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Autotask + Zoho Inventory in easier way

It's easy to connect Autotask + Zoho Inventory 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 Contact

    Triggers when a new contact is created.

  • New Item

    Triggers when a new item is created.

  • Update Item

    Triggers when an item is updated.

    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 Contact

    Creates a new contact or update an existing contact.

  • Create Item

    Creates a new item.

  • Create Sales Order

    Creates a new sale order.

  • Update Contact

    Update a contact.

  • Update Item

    Updates an item.

How Autotask & Zoho Inventory 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 Inventory as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Inventory 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 Inventory

Zoho Inventory is a cloud based software that helps businesses track and manage inventory. Zoho Inventory has an integration with Autotask, a business management software that helps businesses manage their sales funnel. By integrating inventory management software with sales management software, companies can improve their sales and inventory management.

    Integration of Autotask and Zoho Inventory

Zoho Inventory can be integrated with Autotask by using the API (Application Programming Interface. The API enables two applications to exchange information. With the API integration, users will be able to use both applications at the same time. Users will also be able to access data from both applications without logging into both applications individually or exporting and importing data. The API integration improves transparency in the enterprise because data is automatically updated across all applications. Businesses can also save time by using the API integration because they do not have to manually update data in one application after updating it in another application. They also improve efficiency because they do not have to export data from one application and import the data to another application manually.

    Benefits of Integration of Autotask and Zoho Inventory

When Autotask and Zoho Inventory are integrated, businesses will have access to inventory data on their sales management software. This integration allows businesses to know what inventory they have on hand at any given moment. It also allows businesses to see how much inventory they have sold during a specific period of time. Since this integration allows users to view inventory data on sales management software, businesses are able to provide accurate information about the amount of inventory available for sale. Businesses can also use this data to determine whether they need to replenish their inventory or order more inventory from suppliers to meet customer demand. Having access to accurate inventory data is beneficial for businesses because inaccurate inventory data can lead to losses. Companies lose money when they purchase inventory that is never sold. When businesses have access to accurate inventory data, they are able to decrease costs and increase profits by preventing unnecessary purchases of inventory. Companies can also use this data to plan their operations effectively. For example, a company can use this data to determine how many employees are required to deliver products and services. To do so, the company only needs to know how much inventory it has on hand and what products and services are ordered by customers during a specific period of time.

Integrating Autotask and Zoho Inventory can be beneficial for businesses because it allows them to track and manage their inventory effectively. This integration allows businesses to monitor inventory data on sales management software, which can help them save time and money by reducing costs and increasing profits.

The process to integrate Autotask and Zoho Inventory 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.