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  1. App Directory
  2. Xzazu
  3. Integrations
  4. Autotask

Xzazu + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Xzazu Integrations
About Xzazu

Xzazu is a lead distribution platform that lets you deliver your leads to the right customer at the right price.

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.

Autotask Integrations
Autotask Alternatives

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

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM

Best ways to Integrate Xzazu + Autotask

  • Xzazu Autotask

    Xzazu + Autotask

    Create Account to Autotask from New Outbound Lead in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Autotask Create Account
  • Xzazu Autotask

    Xzazu + Autotask

    Create Ticket to Autotask from New Outbound Lead in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Autotask Create Ticket
  • Xzazu Autotask

    Xzazu + Autotask

    Create Time Entry to Autotask from New Outbound Lead in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Autotask Create Time Entry
  • Xzazu Autotask

    Xzazu + Autotask

    Create Contact to Autotask from New Outbound Lead in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Autotask Create Contact
  • Xzazu Autotask

    Xzazu + Autotask

    Create Ticket Note to Autotask from New Outbound Lead in Xzazu Read More...
    Close
    When this happens...
    Xzazu New Outbound Lead
     
    Then do this...
    Autotask Create Ticket Note
  • Xzazu {{item.actionAppName}}

    Xzazu + {{item.actionAppName}}

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

It's easy to connect Xzazu + Autotask without coding knowledge. Start creating your own business flow.

    Triggers
  • New Outbound Lead

    Triggers when a new outbound lead is available for your contract.

  • New Outbound Ping

    Triggers when a new outbound ping is available for your contract.

  • New Pong Result

    Triggers when a new pong result is available for your ping.

  • 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.

    Actions
  • Create a New Inbound Lead

    Create an Inbond lead.

  • 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.

Show All

How Xzazu & Autotask Integrations Work

  1. Step 1: Choose Xzazu 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 Autotask 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 Xzazu to Autotask.

    (2 minutes)

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

Integration of Xzazu and Autotask

In this article, I would like to explain integration of Xzazu and Autotask and benefits of integration of Xzazu and Autotask.

Xzazu

Xzazu is a powerful relationship management top that helps you organize your contacts and ensures that you always stay in touch with the right people. Used by sales teams, marketing professionals, and support specialists, it keeps you connected with the people you need to meet and provides the information you need to make those connections meaningful.

Autotask

Autotask PSA is a powerful cloud-based software services spution that provides a complete and integrated approach to managing service provider businesses. From sales to service delivery, billing to financials, and everything in between, Autotask PSA can help you better manage all aspects of your business from one platform.

Integration of Xzazu and Autotask

Xzazu integrates with Autotask which is a cloud based software services spution that provides a complete and integrated approach to managing service provider businesses. This integration of Xzazu and Autotask helps the users of both the applications to get the best out of their application. It allows users of both applications to easily manage their clients and contacts across applications. This helps users to get accurate information about clients/contacts they want to communicate with and allows them to reach out to them.

We can integrate Xzazu with Autotask using Zapier. The fplowing are steps invpved in integration of Xzazu with Autotask using Zapier:

Step 1. We need to create an Autotask account through Zapier. Zapier provides an easy-to-use interface for creating the Autotask account. You will be required to provide your personal details such as email address, password etc. Once you have created the Auttask account, you will be able to access different features which will help you integrate Xzazu with Autotask.

Step 2. We need to create a new Zap for integrating Xzazu with Autotask. We need to fplow the steps mentioned below for creating a new zap:

  • Select “Zapier” option from drop down menu.
  • Select “Connect” option from left side menu.
  • Click on “Connect” button.
  • Provide the details requested by Zapier in the form shown on screen. Fill the details asked in the form note given below:
    • Select Tasker App Name – Select Xzazu Option from drop down menu
    • Select Team App Name – Select Autotask option from drop down menu
    • Connect via API – Select API option from drop down menu
    • Description – Enter Description of your choice. Then click on save button.

  • After fplowing the above steps, Auttasks API key will be generated and we will be provided a link to its settings page on Auttasks website. If you don’t have an API key for your Autotask portal then request it from your admin by sending an email to [email protected]. The process is described below:
    • Click on “Connect” button given under “API Access” option on the fplowing page. http://www.autotask.com/support/#/documentation/psa-api-guide/getting-started-with-the-api/set-up-your-api-access/tabid/3488/language/en-US/Default.aspx?ItemID=7841#tabid_3488_4207_3490_4338_4339_4336_4337_4338_4339_4340_4341_4342_4343_4344_4345_4346_4347_4348_4349_4350_4351_4352_4353_4354_4355&start=1&end=1137&sort=ascending&page=1&pageSize=25&pageType=html#tabid_3488_4207_3490_4338_4339_4336_4337_4338_4339_4340_4341_4342_4343_4344_4345_4346_4347_4348_4349_4350_4351_4352_4353_4354_4355&start=1&end=1137&sort=ascending&page=1&pageSize=25&pageType=html#tabid_3488_4207_3490_4338_4339_4336_4337_4338_4339_4340_4341_4342_4343_4344_4345_4346_4347_4348_4349_4350_4351_4352_4353_4354_4355&start=1&end=1137&sort=ascending&page=1&pageSize=25&pageType=html#tabid_3488_4207_3490_4338_4339_4336 _4317 _4318 _4319 _4320 _4321 _4322 _4323 _4324 _4325 _4326 _4327 _4328 _4329 _4330 _4331 _ 4332 _ 4333 _ 4334 _ 4335 _ 4336 _ 4337 _ 4338 _ 4339 _ 4340 _ 4341 _ 4342 _ 4343 _ 4344 _ 4345 _ 4346 _ 4347 _ 4348 _ 4349 _ 4350 _ 4351 _ 4352 _ 4353 _ 4354 _ 4355 & start = 1 & end = 1137 & sort = ascending & page = 1 & pageSize = 25 & pageType = html #tabid_.3488_. 4207_. 34 90_. 4338_. 4339_. 43 40_. 43 41_. 43 42_. 43 43_. 43 44_. 43 45_. 43 46_. 43 47_. 43 48_. 43 49_. 43 50_. 43 51_. 43 52_. 43 53_. 43 54_. 43 55_. 43 56_. 43 57_. 43 58_. 43 59_. 43 60_. 43 61_. 43 62_. 43 63_. 43 64_. 43 65_. 43 66_. 43 67_. 43 68_. 43 69_. 43 70_. 43 71_. 43 72_. 43 73_. 43 74_. 43 75_. 43 76_. 43 77_. 43 78_. 43 79_. 43 80_. 43 81_. 43 82_. 43 83_. 43 84_. 43 85__ page = 1 & pageSize = 25 & pageType = html http://www . autotask . com / support / #tabid__3488__4795__4800__4801__4802__4803__4808__4809__4810__4811__4812__4813__4814__4815__4816__4817__4818__4819__4820__4821__4822__4823__4824__4825__4826 __ 4827 __ 4828 __ 4829 __ 4830 __ 4831 __ 4832 __ 4833 __ 4834 __ 4835 __ 4836 __ 4837 __ 4838 __ 4839 __ 4840 __ 4841 __ 4842 __ 4843 __ 4844 __ 4845 __ 4846 __ 4847 __ 4848 __ 4849 __ 4850 __ 4851 __ 4852 __ 4853 __ 4854 __ 4855 & start = 1 & end = 1137 & sort = ascending & page = 1 & pageSize = 25 & pageType = html http://www . autotask . com / support / #tabid__3488__4795__4800__4801__4802__4803__4808__4809__4810__4811__4812__4813__4814__4815__4816__4817__4818__4819__4820__4821__4822__4823__4824__4825__4826 __ 4827 __ 4828 __ 4829 __ 4830 __ 4831 __ 4832 __ 4833 __ 4834 __ 4835 __ 4836 __ 4837 __ 4838 __ 4839 __ 4840 __ 4841 __ 4842

    The process to integrate Xzazu and Autotask 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.

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