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  2. Autotask
  3. Integrations
  4. Xzazu

Autotask + Xzazu Integrations

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

  • No code
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  • Lightning Fast Setup
Autotask Integrations
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 Xzazu

Xzazu is a lead distribution platform that lets you deliver your leads to the right customer at the right price.

Xzazu Integrations

Best ways to Integrate Autotask + Xzazu

  • Autotask Xzazu

    Autotask + Xzazu

    Create a New Inbound Lead to Xzazu from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Xzazu Create a New Inbound Lead
  • Autotask Xzazu

    Autotask + Xzazu

    Create a New Inbound Lead to Xzazu from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Xzazu Create a New Inbound Lead
  • Autotask Xzazu

    Autotask + Xzazu

    Create a New Inbound Lead to Xzazu from New Ticket in Autotask Read More...
    Close
    When this happens...
    Autotask New Ticket
     
    Then do this...
    Xzazu Create a New Inbound Lead
  • Autotask Xzazu

    Autotask + Xzazu

    Create a New Inbound Lead from Xzazu from Updated Account to Autotask Read More...
    Close
    When this happens...
    Autotask Updated Account
     
    Then do this...
    Xzazu Create a New Inbound Lead
  • Autotask Xzazu

    Autotask + Xzazu

    Create a New Inbound Lead from Xzazu from Updated Ticket to Autotask Read More...
    Close
    When this happens...
    Autotask Updated Ticket
     
    Then do this...
    Xzazu Create a New Inbound Lead
  • Autotask {{item.actionAppName}}

    Autotask + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Autotask + Xzazu in easier way

It's easy to connect Autotask + Xzazu 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 Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service 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 Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Outbound Lead

    Triggers when a new outbound lead is available for your contract.

  • New Outbound Ping

    Triggers when a new outbound ping is available for your contract.

  • New Pong Result

    Triggers when a new pong result is available for your ping.

    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 a New Inbound Lead

    Create an Inbond lead.

Show All

How Autotask & Xzazu Integrations Work

  1. Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xzazu as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Autotask to Xzazu.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and Xzazu

Autotask is a software that helps manage the customer relationship and business processes in IT. It was developed by ZOHO Corporation, which was founded in 1988. Autotask has a number of features, including the following:Autotask began as a software solution for help desk management. It now supports multiple verticals and the Autotask cloud service is used by more than 100,000 partners worldwide.

    What is Autotask?

Autotask's main product is its CRM software, which is used to track customer information and interactions in one place.“The way I use the Autotask system is to keep track of all of my client activities, and also to keep track of vendor relationships," said Dave Pacheco, partner with Technology Solutions Group, LLC. "I'll log into it every day or two to check on things, make sure there are no issues."Another key product is Autotask's Endpoint Manager, a software tool for hardware/software inventory, deployment, compliance and security monitoring. Tasks that can be performed with the tool include installing applications, deploying updates and monitoring security settings on computer systems. The product is used by organizations such as Lockheed Martin Aeronautics Co., which uses Endpoint Manager to track and maintain 5,000 systems and desktop devices, as well as hundreds of mobile devices.

    What is Xzazu?

Xzazu provides system lifecycle management solutions to the healthcare industry. Its offerings include Xzazu PracticePanther, a practice management platform; Xzazu StaffPanther, a human capital management platform; and Xzazu Community, a community portal. xzazu's customers include more than 1,500 practices and approximately 3 million patients nationwide.Xzazu has been recognized for its excellence in customer service by industry analyst firm Gartner. In June 2013 Gartner awarded xzazu a “Leader” recognition for its healthcare technology services in the market research firm's Magic Quadrant for Patient Engagement Technologies report.

The process to integrate Autotask and Xzazu 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.

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