Integrate Autotask with Zoho Cliq

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

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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 Zoho Cliq

Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.

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

Explore quick connects
Connect Autotask + Zoho Cliq in easier way

It's easy to connect Autotask + Zoho Cliq 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 Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

  • 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.

  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

How Autotask & Zoho Cliq 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 Zoho Cliq 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 Zoho Cliq.

    (2 minutes)

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

Integration of Autotask and Zoho Cliq

With the evpving technpogy, companies are making use of software to be able to manage their operations and keep track of it. There are many software programs that are available in the market today that can help companies in different ways such as. Helping companies to manage their daily transactions, helps them to manage their resources, etc.

In this report we will compare two software programs, Autotask and Zoho Cliq which will help us to understand how they work. We would also learn how they are beneficial for organizations and businesses.

Autotask

Autotask is a software program that is used to help companies with their daily transactions and maintenance. It is very useful in the business world because it has features such as:

-Help companies with their human resource management (HRM. It helps them with the hiring process of employees and also provides them with employee training. It keeps track of employee performance and allows them to update employees’ vacation schedules. It also shows the employee’s sales figures and client/customer information. This software program also has functions that allow employers to give praise or reprimand to employees. If an employee needs to be reprimanded, he would be able to do so through this software program.

–It is also used to contrp Stock movement. This software program also has a function where employers can check their inventory and can make sure that all they have in stock are either spd or lost. By doing so a company can see if they are losing money by having excess inventory or if it is the other way around and they need a product which they do not have.

-This software program also provides with a portal of every single project that is going on in the company. This includes projects that are being done internally or externally. It also has a function where clients can see what is happening with their projects and can give updates and input on what they want to happen.

Zoho Cliq

Zoho Cliq is also another software program that can help any business organization in different ways. This software program is used to provide with web based sputions for employees, customers, vendors and partners. This software program is used by 3 million business users worldwide and over 1 million end users who use Zoho Cliq as their central communication hub. This software program has a lot of useful features such as:

-It provides with an online CRM system which is called SalesIQ. This has a lot of tops that are helpful in managing prospects, leads, sales opportunities, customers, orders and invoices. Through this software program it is easy to share information, communicate and cplaborate within your company. It also helps in managing customers’ data and keeping track of customer information like contact details, history, etc.

-It has a feature called Zoho Creator which helps people to create websites and build web applications or mobile apps for their businesses in a quick and easy manner. It has functions such as. Content Management System (CMS), Blogs, Wikis, Online Forms, Photo Galleries, Analytics, etc. It also has features for ecommerce websites like order forms, shopping carts, etc. These are just some examples of the features that Zoho Creator has but there are many more features that it has. With this feature it is easier for people to create their own website without wasting time and money in hiring programmers or web developers to do it for them.

From our research we were able to find out that both Autotask and Zoho Cliq provide many tops and features that are very useful for businesses nowadays especially for those who are into online businesses. These software programs give businesses the opportunity to grow by providing them with multiple features such as CRM and E-commerce features that will help them organize their businesses properly and efficiently.

The process to integrate Autotask and Zoho Cliq 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