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Autotask + CalendarHero Integrations

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

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 CalendarHero

As employee productivity grinds to a halt, Zoom.ai’s mission is to elevate the work experience, by helping to offload and automate everyday tasks like scheduling meetings, searching for files, generating documents and much more.

CalendarHero Integrations
CalendarHero Alternatives

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

  • Microsoft Teams Microsoft Teams
  • GoToMeeting GoToMeeting
  • Zoom Zoom

Best Autotask and CalendarHero 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 Google Calendar

    CalendarHero + Google Calendar

    Turn new Zoom.ai meetings into detailed Google Calendar events Read More...
    When this happens...
    Autotask New Meeting Request
     
    Then do this...
    Google Calendar Create Detailed Event
    Instead of wasting time manually establishing Google Calendar events every time you schedule a new Zoom meeting, let this integration do it for you! Appy Pie Connect will create a comprehensive Google Calendar event every time a new Zoom meeting is created.
    How This Zoom.ai – Google Calendar Integration Works
    • A new meeting is added to a webinar
    • Appy Pie Connect creates a detailed Google Calendar event.
    What You Need
    • Zoom.ai account
    • Google Calendar account
  • Autotask ActiveCampaign

    CalendarHero + ActiveCampaign

    Create or updated contact in ActiveCampaign from new Zoom registrations Read More...
    When this happens...
    Autotask New Meeting Request
     
    Then do this...
    ActiveCampaign Create/Update Contact
    Webinars are an excellent approach to create leads, but the subsequent marketing activities will cost time and effort. When a new registrant is added to a Zoom webinar, use this connection to instantly generate a new ActiveCampaign contact or update an existing contact. Maintain your marketing focus without wasting time with manual changes.
    How This Zoom.ai – ActiveCampaign Integration Works
    • A new registration is added to a webinar
    • Appy Pie Connect adds new contact or updates existing on to ActiveCampaign.
    What You Need
    • Zoom.ai account
    • ActiveCampaign account
  • Autotask ActiveCampaign

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

It's easy to connect Autotask + CalendarHero 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 Contact

    Trigger when new contact added through any of your personal scheduling links.

  • New Meeting Request

    Triggers when new meeting request created by you.

    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.

  • Create Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

How Autotask & CalendarHero 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 CalendarHero as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate CalendarHero 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 CalendarHero

This article is about an integration of Autotask and Zoom.ai, two software companies that provide program management tops for IT experts and end-users. Autotask offers a customer relationship management and enterprise resource planning (CRM. system, while Zoom.ai provides a chatbot that integrates with Microsoft Office 365. This article will look into the integration of the two software in order to understand what the benefits are.

Autotask is an online customer relationship management (CRM. system that helps customers maintain their contacts with their clients and company processes. It also offers ERP (enterprise resource planning. functions where users can plan and manage their business processes. It is a cloud-based system, but there is an on-premises version available as well.

Zoom.ai offers a chatbot that helps customers automate tasks such as scheduling meetings, tracking expenses and more. These chatbots integrate with Microsoft Office 365, an office productivity suite. Zoom.ai is available as a freemium product but it offers an enterprise version as well.

The integration of Autotask and Zoom.ai has a lot of benefits to the user. The integration of Autotask and Zoom.ai allows the users to create notes in the CRM section of Autotask and then be able to schedule meetings or create tasks using that information in Zoom.ai. This makes it easier to share information between the two software pieces, so that the user does not have to switch between them frequently. It also allows the user to integrate and streamline their processes, making work faster and saving time. This integration can also help improve cplaboration, by allowing more than one person to cplaborate on tasks in real-time using Zoom.ai. The support offered by the two companies for this integration is also a plus, allowing users to get help quickly if they face any difficulties in integrating the two systems together.

The integration of Autotask and Zoom.ai was clearly a good decision for both companies because it allows them to improve their software. For example, they can work together on improving the usability of the products, so that the users do not have to switch between them frequently and lose information in the process. It has also allowed users to streamline their processes, helping them save time and money in the long run.

The process to integrate Autotask and Zoom.ai 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.