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Autotask + Zoho Subscriptions Integrations

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

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 Subscriptions

Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.

Zoho Subscriptions Integrations
Zoho Subscriptions Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Stripe Stripe
  • Paypal Paypal

Best Autotask and Zoho Subscriptions 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 Subscriptions in easier way

It's easy to connect Autotask + Zoho Subscriptions 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.

  • Cancel Subscription

    Triggers when a subscription is canceled

  • New Invoice

    Triggers when a new Invoice is created

  • New Subscription

    Triggers when a new subscription is created

  • Payment Success

    Triggers when a payment received successfully

    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.

How Autotask & Zoho Subscriptions 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 Subscriptions as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Subscriptions 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 Subscriptions

Autotask and Zoho Subscriptions are two very successful products based in the cloud and designed for automating business processes. Autotask is a platform for managing your IT Services while Zoho Subscriptions is a SaaS platform that allows you to automate the sales and customer service management of your business.

Zoho Subscriptions was designed to automate the sales and customer service processes of a company. The key components of the system are Sales Orders, Invoices, Bills, Payments, and several other tasks like purchase orders, quotes, credit memos, and many more. It integrates with over 200+ third-party applications. To integrate it with other systems, Zoho Subscriptions uses a Web Service API. The main idea behind this system is to automate all the tedious tasks usually done by people manually (i.e. stuffing paper documents into envelopes, sending them via mail, and printing receipts.Most of its features can be used for free, but if you want to use it for more than 10 customers, then you must pay for the Premium Package that offers additional features.The pricing model is based on usage. You can choose between a monthly and annual billing plan. Launched in 1998, Autotask has become a leader in customer relationship management software for IT service providers. It is used by tech professionals as a way to manage customer interactions, schedule technicians, inventory parts and equipment, manage quotes and projects, and gather analytics.Autotask has a built-in integration with Zoho Subscriptions, meaning that when you log in to your dashboard you will see several integrations available. These integrations allow you to add new companies from Zoho Subscriptions automatically into Autotask, send notifications to Zoho Subscriptions about a new ticket or an incident, and backup data from one system to another.It also has instant messaging support, allowing users to communicate with colleagues using real-time messages. In addition, it has an auto-dialer feature that lets users make outbound calls from Autotask directly to prospects or clients without having to change any configuration settings. They can even record conversations if needed. With this app, users can also initiate from within Autotask various other types of communication such as SMS text messages or emails.Autotask also has a Knowledge Base module that allows you to store all your documentation online in order to have quick access to it anytime you need it. It also comes with a Knowledge Base search function. This software is available on-premise as well as in the cloud.

Integration between Autotask and Zoho Subscriptions is very useful because it allows users to quickly transfer data from one system to another without having to copy-paste it manually. In addition, this integration helps save time by preventing users from doing unnecessary tasks. Saving time means saving money!

The process to integrate Autotask and Zoho Subscriptions 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.