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Zoho Cliq + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Cliq

Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.

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
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Best ways to Integrate Zoho Cliq + Autotask

  • Zoho Cliq Autotask

    Zoho Cliq + Autotask

    Create Account to Autotask from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Autotask Create Account
  • Zoho Cliq Autotask

    Zoho Cliq + Autotask

    Create Ticket to Autotask from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Autotask Create Ticket
  • Zoho Cliq Autotask

    Zoho Cliq + Autotask

    Create Time Entry to Autotask from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Autotask Create Time Entry
  • Zoho Cliq Autotask

    Zoho Cliq + Autotask

    Create Contact to Autotask from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Autotask Create Contact
  • Zoho Cliq Autotask

    Zoho Cliq + Autotask

    Create Ticket Note to Autotask from New Chat in Zoho Cliq Read More...
    Close
    When this happens...
    Zoho Cliq New Chat
     
    Then do this...
    Autotask Create Ticket Note
  • Zoho Cliq {{item.actionAppName}}

    Zoho Cliq + {{item.actionAppName}}

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

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

    Triggers
  • New Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

  • 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
  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

  • 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.

How Zoho Cliq & Autotask Integrations Work

  1. Step 1: Choose Zoho Cliq 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 Zoho Cliq to Autotask.

    (2 minutes)

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

Integration of Zoho Cliq and Autotask

In today’s competitive business environment, companies are always on the lookout for ways to improve their customer relationships and save on costs. One way to do this is by integrating Zoho Cliq and Autotask, two software applications that provide customer relationship management (CRM. capabilities.

Zoho Cliq is a CRM application that allows businesses to manage interactions with customers, including activities such as sending an email, making a phone call or a text message, or even scheduling a meeting or a fplow-up event. The application enables users to assign a task to an employee, and it also offers access to other applications inside Zoho Corporation’s suite, such as Google Docs, Google Sheets, and Google Slides.

Autotask is a cloud-based software application designed to keep track of business workflows. It allows users to create invoices, schedule meetings, book resources, and manage projects. The application also enables users to manage customer help tickets. It provides integrations with other applications, such as Salesforce, QuickBooks Online, and Zendesk.

Integrating Zoho Cliq and Autotask allows companies to improve customer service and ensure that their employees are fplowing specific processes. For example, if an employee is assigned to handle the client request via Zoho Cliq, he or she can open Autotask can check the status of the request there. This integration ensures that the client-facing employees are fplowing the process correctly. If the ticket has not been created in Autotask yet, the employee can do so right from Zoho Cliq. The end result is that the client receives faster service and has a better experience. The company saves money because it does not need to hire extra employees to handle tasks manually, saving on payrpl costs.

The integration between Zoho Cliq and Autotask can also be used for reporting purposes. For example, if the company’s managers want to see how many emails have been sent during a specific period of time, they can do so by accessing both applications at once through one portal. They can also easily view requests made via Zoho Cliq to see if they have been completed successfully. This integration enables managers to monitor the progress of specific tasks without having to log into multiple applications simultaneously.

Integrating Zoho Cliq and Autotask can be beneficial for companies that want to improve their customer service while reducing expenses. Benefits include increased efficiency due to fewer manual tasks needed to be performed by employees. Managers can also monitor project progress easier thanks to an overview of all relevant information in one place.

The process to integrate Zoho Cliq 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.