Integrate Autotask with Zendesk

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

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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 Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

Want to explore Autotask + Zendesk quick connects for faster integration? Here’s our list of the best Autotask + Zendesk quick connects.

Explore quick connects

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Connect Autotask + Zendesk in easier way

It's easy to connect Autotask + Zendesk 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 Group

    Triggers every time a new group is created in Zendesk.

  • New Internal Note

    Triggers when a internal note is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • 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 Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

How Autotask & Zendesk 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 Zendesk 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 Zendesk.

    (2 minutes)

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

Integration of Autotask and Zendesk

Autotask

Autotask is a software that helps businesses manage their tasks. This top not only helps businesses manage their to-do lists, but it also allows them to automate tasks and make real-time decisions for their business. This software has been in the market for more than ten years and has been helping businesses grow their sales and profits. The software offers productivity and efficiency to companies using its services. This application is mostly used by businesses that deal with multiple vendors and clients, such as accounting firms, IT service providers and businesses in the service industry.

Zendesk

Zendesk is a customer service software that helps people communicate more effectively with customers. It was launched in 2007 and since then it has become one of the leading products in this industry. Zendesk offers many services to its customers, like in-depth analytics, help desk tops, knowledge base administration, ticketing support and many others.

Integration of Autotask and Zendesk

The integration of Autotask with Zendesk will help companies increase their productivity, speed up their workflow and save time. The integration of these two applications will offer the customers a single interface for all their customer service needs. The integration of Autotask and Zendesk can be done through a few different ways, like:

  • Connecting Autotask Accounts with Zendesk Support Center
  • Connecting Autotask Contracts with Zendesk Support Center
  • Connecting Autotask Tickets with Zendesk Support Center
  • Connecting Autotask Projects with Zendesk Support Center
  • Connecting Autotask Invoices with Zendesk Support Center
  • Connecting Autotask Opportunities with Zendesk Support Center
  • Connecting Autotask Time Logs with Zendesk Support Center
  • Connecting Autotask Projects with Zendesk Account Centers
  • Connecting Autotask Projects with Zendesk Knowledge Base Management and Search Experience

Benefits of Integration of Autotask and Zendesk

This integration will help both companies grow their sales, improve their customer service and reduce costs. These benefits will help both companies expand their business and increase their profits. The companies will see improvement in all areas of their business, like:

The process to integrate Autotask and Zendesk 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm