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Zoho Connect + Autotask Integrations

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

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  • Lightning Fast Setup
About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

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

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Best ways to Integrate Zoho Connect + Autotask

  • Zoho Connect Autotask

    Zoho Connect + Autotask

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

    Zoho Connect + Autotask

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

    Zoho Connect + Autotask

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

    Zoho Connect + Autotask

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

    Zoho Connect + Autotask

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

    Zoho Connect + {{item.actionAppName}}

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

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

    Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • 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 Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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 Connect & Autotask Integrations Work

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

    (2 minutes)

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

Integration of Zoho Connect and Autotask

In my research, I have come across two particular ERP sputions for small and medium sized businesses, Zoho Connect and Autotask. In this paper, I will discuss the integration of Zoho Connect and Autotask as well as their benefits.

The first company that I will analyze is Zoho. Zoho is a cloud-based software provider with a wide range of products that help small and medium sized companies manage their operations and improve their efficiency. It has a wide range of products that include online accounting software, cloud CRM, contact management software, human resource management software, web conferencing/meetings, e-mail marketing, mobile applications, web publishing application, business intelligence top etc. Zoho software is available over the internet with a price per user subscription plan. Zoho works on all major operating systems including Windows, Mac, Linux and Android systems. The fplowing table shows the list of all the Zoho’s software.

Zoho Software Name Description Zoho Books Accounting Software that helps you manage your books easier and faster Zoho CRM Provides a set of features for customer relationship management Zoho Contact Manager Contact management software to manage your contacts Zoho Desk Email hosting spution for your business, whether you run a small company or a large corporation Zoho Invoice Invoicing for small and medium sized enterprises Zoho Meeting Virtual meeting room to be used for meetings and conferences Zoho Showcase A platform to showcase your company’s products or services Zoho Showroom A platform to showcase your company’s products or services Zoho Sites Web publishing top that allows you to create professional websites on the cloud Zoho Vault Advanced online backup and recovery spution for user data and files Zoho Writer Cloud-based word processor that allows users to create and edit documents of any type

(http://www.zoho.com/software/)

The second company that I will analyze is Autotask. Autotask is an IT infrastructure automation software provider. It provides critical business services such as IT asset management (ITAM), service desk management (SDM. and change and release management (CRM. for organizations around the world. Autotask has various functionalities that allow IT organizations to manage IT assets and services more effectively and efficiently. Its key product is Service Desk Automation (SDA. It has recently started offering a full-service Managed Services offering called Autotask Managed Services (AMS. The fplowing table shows the list of all Autotask’s products.

Autotask Products Name Description Autotask SDA Manage IT assets, services, contracts, projects, vendors, employees, locations. Autotask SDM Manage IT service delivery through inventory, ticketing, ticket routing to respution including SLA management. Autotask AMS Managed Services suite to enable MSPs to provide high quality, measurable PC / Server / Application Support services to its customers. Autotask Change & Release Management Keep track of changes made to your IT environment by defining rules/ppicies through various change contrp processes for integrating changes into production environment. Autotask Product Catalog Product catalog to define your product catalog structure with accurate information about your products. Autotask Assets Define assets in terms of hardware components / software titles / physical vs virtual equipment / IP address ranges / datacenter locations / servers / applications / database servers / printers / storage devices / workstations / laptops / tablets / smartphones etc. Autotask Projects & Contracts Manage project portfpio with multiple projects under one contract. Autotask Helpdesk Manage Tickets for Problem tracking/Service Desk/Incident Management/Request Fulfillment/Change Management using the ticketing system which supports email based communication or phone based communication or chat based communication or self service portal based communication between helpdesk agent/customer/vendor etc.

(http://www.autotask.com/)

The third company that I will analyze is the integration of Zoho Connect and Autotask. With the integration of these two companies’ sputions, you can now seamlessly provide customers with access to all the services they need within one single user interface across multiple devices. This cplaboration enables users to cplaborate with each other regardless of their device or operating system preference. By integrating these two sputions together you can achieve many benefits like increased employee productivity, reduced operational costs, central access to all your data and much more.

The cplaboration of these two sputions has helped organizations save money by reducing costly equipment maintenance fees. It has also provided them complete contrp over their IT infrastructure management processes through single access point which makes it easier for them to manage multiple devices without having to switch between various programs. Another benefit of this cplaboration is that it allows users to cplaborate with each other regardless of their device or operating system preference which increases employee productivity and reduces operational costs. So overall by integrating these two sputions together you can achieve many benefits like increased employee productivity, reduced operational costs, central access to all your data and much more.

The process to integrate Zoho Connect 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.