Integrate Autotask with Zoho Creator

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

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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 Creator

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

Best Autotask and Zoho Creator Integrations

  • Autotask Integration Zoho Creator Integration

    Autotask + Zoho Creator

    Create Record to Zoho Creator from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Zoho Creator Integration Create Record
  • Autotask Integration Zoho Creator Integration

    Autotask + Zoho Creator

    Download File in Zoho Creator when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Zoho Creator Integration Download File
  • Autotask Integration Zoho Creator Integration

    Autotask + Zoho Creator

    Create Record to Zoho Creator from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New or Updated Contact
     
    Then do this...
    Zoho Creator Integration Create Record
  • Autotask Integration Zoho Creator Integration

    Autotask + Zoho Creator

    Download File in Zoho Creator when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New or Updated Contact
     
    Then do this...
    Zoho Creator Integration Download File
  • Autotask Integration Zoho Creator Integration

    Autotask + Zoho Creator

    Create Record to Zoho Creator from New Ticket in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Ticket
     
    Then do this...
    Zoho Creator Integration Create Record
  • Autotask Integration {{item.actionAppName}} Integration

    Autotask + {{item.actionAppName}}

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

It's easy to connect Autotask + Zoho Creator 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 Record

    Triggers when a new record is added to a certain application and form.

    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 Record

    Create new record in a certain application and form.

  • Download File

    Download a file from a specified record

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Autotask & Zoho Creator 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 Creator 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 Creator.

    (2 minutes)

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

Integration of Autotask and Zoho Creator

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

Integration of Autotask and Zoho Creator allows people to share calendars between each other easily. If someone wants to schedule a meeting with another person who uses Autotask and Zoho Creator, then that task will take very less time than usual because both calendars are accessible from within Autotask via the plugin.Moreover, if someone wants to access a document from one of his or her team members who uses Autotask and Zoho Creator, that person can simply access that document via the plugin installed in Autotask. This integration saves time and allows teams to work together more efficiently.Conclusion

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.