Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.
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
It's easy to connect Zoho Cliq + Autotask without coding knowledge. Start creating your own business flow.
Triggers when a new Channel is created.
Triggers when a new chat is created.
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 updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Send a message to all subscribers of the bot.
Send message to a channel in which you have joined.
Send a direct message to a contact or an user in your Organization.
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.
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.