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 Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.Zoho Mail Integrations
Autotask + Zoho MailSend Email in Zoho Mail when New Account is created in Autotask Read More...
Autotask + Zoho MailSend Email in Zoho Mail when New or Updated Contact is created in Autotask Read More...
Autotask + Zoho MailSend Email in Zoho Mail when New Ticket is created in Autotask Read More...
Autotask + Zoho MailSend Email in Zoho Mail when Updated Account is added to Autotask Read More...
Autotask + Zoho MailSend Email in Zoho Mail when Updated Ticket is added to Autotask Read More...
It's easy to connect Autotask + Zoho Mail 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 ticket is updated.
Triggers when a Time Entry is updated.
Triggers whenever you receive a new email.
Triggers every time you receive a new email matching search criteria.
Triggers once a new email is received and tagged within two days.
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.
Draft and send a new email message.
ii. Autotask is a business management softwareA. It is a cloud-based, multi-tenant system that offers a unified platform for automating and managing business operations. Its features include, but are not limited to, integrated CRM, Help Desk, Project Management, Inventory Management, Document Management, Service Management, Accounting, Billing, Point of Sale (POS), Asset Management, Field Service Management and Field Tech, Sales Force Automation (SFA. and Service Desk automation.iii. Zoho mail is an email softwareA. It is considered to be the most comprehensive email solution available today. It is a feature-rich product that has many unique features not found in other products. Some of its features include webmail, calendaring, task management, office suite, mobile access, address book, statistics and more.iv. Integration of Autotask and Zoho mailA. It is a fully integrated solution that provides businesses with improved operational efficiency and time savings. The integration allows customers to streamline their business processes by eliminating redundant tasks from their day-to-day operation.v. Benefits of Integration of Autotask and Zoho mailA. The integration reduces manual data entry, eliminates repetitive tasks and ensures that each step in the process is carried out correctly and on time. This can lead to greater accuracy in reporting, less financial risk and faster decision making.
The process to integrate Autotask and Zoho Mail 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.