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.
Zoho Creator is a low-code application development platform that empowers you to build enterprise-class applications that run on mobile, tablet, and web.Zoho Creator Integrations
Autotask + Zoho CreatorCreate Record to Zoho Creator from New Account in Autotask Read More...
Autotask + Zoho CreatorDownload File in Zoho Creator when New Account is created in Autotask Read More...
Autotask + Zoho CreatorCreate Record to Zoho Creator from New or Updated Contact in Autotask Read More...
Autotask + Zoho CreatorDownload File in Zoho Creator when New or Updated Contact is created in Autotask Read More...
Autotask + Zoho CreatorCreate Record to Zoho Creator from New Ticket in Autotask Read More...
It's easy to connect Autotask + Zoho Creator without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers when a new record is added to a certain application and form.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Create new record in a certain application and form.
Download a file from a specified record
of Autotask and Zoho Creator
Autotask is a sales and service automation software based in New York. Autotask was founded in 1999 by Chris Sugrue. At the end of 2006, Autotask acquired Tasktop Technologies, which developed a product called Zoho Desk. Then Autotask started to sell Zoho Enterprise, which is a combination of Autotask and Zoho Desk.The Zoho Creator is a groupware application which used to create marketing brochures, event flyers, business cards, blog posts, Google documents and many more. The Zoho Creator is available in the cloud and it can be accessed from anywhere using any browser.Zoho Creator offers two tiers of services: Free Starter Plan and Premium Plan. Free Starter Plan offers limited storage space and features compared to Premium Plan. But both plans are usable for a small business. As of January 2015, Zoho Creator had over 800,000 users. Zoho Creator supports multiple languages such as English, German, French, Spanish, Portuguese, Japanese, Italian, Dutch, Chinese, Korean and Arabic.II. Integration of Autotask and Zoho Creator
Autotask can be integrated with the Zoho Creator, so that all data stored in the Zoho Creator will be synced with Autotask (e.g. calendars, tasks and contacts. The integration of Autotask and Zoho Creator is done via a plugin which is created by Autotask and sold on a monthly basis. The Zoho Creator Plugin works only with Autotask v13 or later. In addition to this integration between Autotask and Zoho Creator, there is also an option to view the calendar within Zoho Creator directly from Autotask. However, this feature is only available for the Premium Plan Subscribers of Zoho Creator.III. Benefits of Integration of Autotask and Zoho Creator
Autotask has integrated its software with Zoho Creator so that users can experience seamless integration of both the software in their daily workflow. However, in order to achieve this integration and use all its benefits, the user must subscribe to the Zoho Creator Plugin offered by Autotask.
The process to integrate Autotask and Zoho Creator 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.