Integrate Autotask with CalendarHero

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

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 CalendarHero

Zoom.ai is a chat-based productivity platform that allows employees to safely automate routine operations such as meeting scheduling, file searching, CRM management, and document generation, allowing them to operate more efficiently.

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

Explore quick connects

Looking for the CalendarHero Alternatives? Here is the list of top CalendarHero Alternatives

  • Microsoft Teams Integration Microsoft Teams
  • GoToMeeting Integration GoToMeeting
  • Zoom Integration Zoom
Connect Autotask + CalendarHero in easier way

It's easy to connect Autotask + CalendarHero 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 Contract

    Trigger when a new contract created.

  • 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

    Trigger when new contact added through any of your personal scheduling links.

  • New Meeting Request

    Triggers when new meeting request created by you.

  • 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 Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

How Autotask & CalendarHero 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 CalendarHero 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 CalendarHero.

    (2 minutes)

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

Integration of Autotask and CalendarHero

This article is about an integration of Autotask and Zoom.ai, two software companies that provide program management tops for IT experts and end-users. Autotask offers a customer relationship management and enterprise resource planning (CRM. system, while Zoom.ai provides a chatbot that integrates with Microsoft Office 365. This article will look into the integration of the two software in order to understand what the benefits are.

Autotask is an online customer relationship management (CRM. system that helps customers maintain their contacts with their clients and company processes. It also offers ERP (enterprise resource planning. functions where users can plan and manage their business processes. It is a cloud-based system, but there is an on-premises version available as well.

Zoom.ai offers a chatbot that helps customers automate tasks such as scheduling meetings, tracking expenses and more. These chatbots integrate with Microsoft Office 365, an office productivity suite. Zoom.ai is available as a freemium product but it offers an enterprise version as well.

The integration of Autotask and Zoom.ai has a lot of benefits to the user. The integration of Autotask and Zoom.ai allows the users to create notes in the CRM section of Autotask and then be able to schedule meetings or create tasks using that information in Zoom.ai. This makes it easier to share information between the two software pieces, so that the user does not have to switch between them frequently. It also allows the user to integrate and streamline their processes, making work faster and saving time. This integration can also help improve cplaboration, by allowing more than one person to cplaborate on tasks in real-time using Zoom.ai. The support offered by the two companies for this integration is also a plus, allowing users to get help quickly if they face any difficulties in integrating the two systems together.

The integration of Autotask and Zoom.ai was clearly a good decision for both companies because it allows them to improve their software. For example, they can work together on improving the usability of the products, so that the users do not have to switch between them frequently and lose information in the process. It has also allowed users to streamline their processes, helping them save time and money in the long run.

The process to integrate Autotask and Zoom.ai 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