Integrate Autotask with Zoho Desk

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

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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 Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

Zoho Desk Integrations
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  • Zendesk Integration Zendesk
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Best Autotask and Zoho Desk Integrations

  • Autotask Integration Zoho Desk Integration

    Autotask + Zoho Desk

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

    Autotask + Zoho Desk

    Update Ticket in Zoho Desk when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Zoho Desk Integration Update Ticket
  • Autotask Integration Zoho Desk Integration

    Autotask + Zoho Desk

    Update Contact in Zoho Desk when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Zoho Desk Integration Update Contact
  • Autotask Integration Zoho Desk Integration

    Autotask + Zoho Desk

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

    Autotask + Zoho Desk

    Create Account to Zoho Desk from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Zoho Desk Integration Create Account
  • 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 Desk in easier way

It's easy to connect Autotask + Zoho Desk 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 Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • Updated Ticket

    Trigger when updated ticket comes.

    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 Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Create Ticket Comment

    Add comment on a ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

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

How Autotask & Zoho Desk 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 Desk 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 Desk.

    (2 minutes)

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

Integration of Autotask and Zoho Desk

Autotask is a software that provides businesses with the resources they need to manage their business. It manages sales, marketing and customer service (“About Autotask”. It gives users a platform to communicate internally and externally. Zoho Desk is an online help desk system that offers the same functions as Autotask. Zoho Desk has its own blog, tutorials, and events. There are many advantages of integrated systems for businesses. The main advantage of having integrated systems for businesses is that it reduces time spent on communication between employees and offers users an easy way to access information on clients and employees (“Zoho Desk + Autotask Integration”.

    What is Autotask?

Autotask is a software that was created in 1996 by the company Autotask Corporation. The software allows users to manage sales, marketing and customer care for their business. It has a very simple interface and can be used by almost anyone. Autotask has been called “the Swiss Army knife of business apps” by Forbes magazine. The software can be used to create and send invoices, track time, check email, create quotes, manage projects and customer care (“about autotask”. Autotask offers a free version with limited functionality, but the full version can only be purchased for $49 per month.

    What is Zoho Desk?

Zoho Desk is an online help desk system created by online software company Zoho Corporation. Zoho Desk is integrated with many other online software programs such as Gmail, Google Calendar and Google Drive. Zoho Desk provides users with a centralized location to manage clients and employees. Zoho Desk allows users to create tickets when clients have issues or problems they need assistance with. Users can assign these tickets to specific employees who will then work with the client to solve the problem. Zoho Desk can also add comments when sending emails through Gmail or Google Drive, which makes it easier for employees to keep track of important conversations (“About Zoho Desk”. Zoho Desk offers three levels of service. basic, pro and enterprise. Basic is free and pro is $5 per user per month. Enterprise has a custom price depending on the number of employees using the program (“Pricing”. Zoho Desk is used by many small businesses and multinational companies such as Avaya, Kayak.com, Vodafone and Unilever (“Zoho Partners”.

  • Benefits of Integration between Autotask and Zoho Desk

There are many benefits of integrating Autotask and Zoho Desk into one program. One benefit of integrating these two programs is that it can streamline business practices and make them more efficient. This integration allows companies to separate their business processes from their internal administration tools. Many companies are trying to keep their business practices separated from their internal administration tools because some internal tools are not as secure as other programs on the market. By separating business practices from internal tools, companies can protect themselves from hackers who try to steal information from their customers (“Why Use ERP + CRM Integration?”. Another benefit of integrating Autotask and Zoho Desk is that it increases the security of employees and customers. When these two programs are integrated together it creates a firewall between information so that only trusted users can have access to certain information (Sanchez-McKay 3. It also helps businesses understand how many hours they spend working on each client or project. This helps them manage their budgets better. Another benefit of integrating these two programs is that it helps with efficiency in communication in organizations. Having both apps together allows users to have an easier way to communicate between departments (Caldwell. This integration makes it easier for the head of marketing to talk to the head of sales about a particular client or project for example so that they can discuss what needs to be done as soon as possible so that they do not miss any deadlines (Caldwell. Integrating Autotask and Zoho Desk increases productivity for companies because it consolidates tasks into one application rather than having multiple applications open at once. This integration can also reduce costs for companies because it offers them a less expensive option than having multiple programs for business practices (“Benefits of ERP + CRM Integration”. An advantage of this integration is that it offers companies a new look into data trends over time. Having this information allows companies to make predictions about future sales, marketing strategies and more (Elzohairy 15. There are many advantages of integrating Autotask and Zoho Desk into one program for small businesses because it makes their daily lives easier and more efficient.

    Conclusion

Integrated systems offer businesses many advantages when compared to having two separate applications for managing finances and customer care. These systems help businesses save time on communication within the company by allowing them to send emails through Gmail or Google Drive which automatically adds comments, so users know who sent each message and when it was sent. This integration also helps users save money by offering them an alternative solution than paying for two different programs that offer the same features (Elzohairy 15. This integration also helps businesses to better understand patterns in their data over time, which can help them predict future sales and plan accordingly (Elzohairy 15. Companies today need ways to simplify their daily operations while still maintaining the proper structure needed to run a successful business in order to stay competitive in the global economy (Elzohairy 10.

The process to integrate Autotask and Zoho Desk 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.