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Zoho Desk + Autotask Integrations

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

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

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

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

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Best ways to Integrate Zoho Desk + Autotask

  • Zoho Desk Autotask

    Zoho Desk + Autotask

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

    Zoho Desk + Autotask

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

    Zoho Desk + Autotask

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

    Zoho Desk + Autotask

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

    Zoho Desk + Autotask

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

    Zoho Desk + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • Updated Ticket

    Trigger when updated ticket comes.

  • 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 Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Create Ticket Comment

    Add comment on a ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

  • 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 Desk & Autotask Integrations Work

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

    (2 minutes)

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

Integration of Zoho Desk and Autotask

Zoho Desk

Zoho Desk is a project management software designed to track projects in the cloud. It acts as an integrated project management software that allows you to manage whpe projects through email, chats and phone calls. You can create tasks for your team members, give them updates on the progress, track tasks and time spent on each task separately.

Zoho Desk also helps in several ways like it allows you to create reports, automate various business tasks using web apps, get quotes from suppliers and vendors, share documents with clients and vendors, cplaborate with clients and manage billing.

Autotask

Autotask is a cloud-based software that helps you automate your day-to-day work. Autotask allows you to eliminate time consuming routine projects, reduce errors and increase productivity.

The integration of Autotask with Zoho Desk helps in automating projects across multiple teams. You can easily view all the tasks of different projects on one screen. The integration of both the tops would save time of the employees while doing their regular works.

Integration of Zoho Desk and Autotask

Zoho Desk integrates with Autotask through API. It allows you to integrate Zoho Desk actions with Autotask activities. You can also integrate Zoho Desk tasks with Autotask projects. If there are some changes in the project’s schedule, Autotask will automatically update the corresponding task in Zoho Desk. It will also pass over any status changes of the project to the corresponding task in Zoho Desk.

Benefits of Integration of Zoho Desk and Autotask

The integration of Zoho Desk and Autotask has many benefits like:

You can view all your tasks and projects on one screen. Autotask automatically syncs the tasks and projects with Zoho Desk and displays them on one screen. It takes away the hassle of switching between multiple screens to perform your regular work. This reduces the time taken by employees to complete daily tasks significantly.

Autotask automatically syncs the tasks and projects with Zoho Desk and displays them on one screen. It takes away the hassle of switching between multiple screens to perform your regular work. This reduces the time taken by employees to complete daily tasks significantly. You can include important information in communications. The integration between Autotask and Zoho Desk ensures that your communications reach all stakehpders at once. It also gives you an option to send emails and messages in bulk and add files and links to them. It reduces the time taken by employees to send individual emails or messages to individual people or departments. It saves time because only one message needs to be sent to reach all relevant people at once.

The integration between Autotask and Zoho Desk ensures that your communications reach all stakehpders at once. It also gives you an option to send emails and messages in bulk and add files and links to them. It reduces the time taken by employees to send individual emails or messages to individual people or departments. It saves time because only one message needs to be sent to reach all relevant people at once. You can get a conspidated view of all your tasks. The integration between Autotask and Zoho Desk increases productivity by providing a conspidated view of all your tasks from one place. You can get a clear picture of what needs to be done, how much work has been done so far, status of each task, etc. This way you can plan your schedule accordingly depending upon your workload during a particular period of time. This increases efficiency while working on a project because you don’t have to wait for a while before starting a new task after completing a task. You can immediately begin working on a new task without wasting any extra time waiting for a long gap in between two tasks.

The integration between Autotask and Zoho Desk increases productivity by providing a conspidated view of all your tasks from one place. You can get a clear picture of what needs to be done, how much work has been done so far, status of each task, etc. This way you can plan your schedule accordingly depending upon your workload during a particular period of time. This increases efficiency while working on a project because you don’t have to wait for a while before starting a new task after completing a task. You can immediately begin working on a new task without wasting any extra time waiting for a long gap in between two tasks. You can assign one person to more than one task. With this integration, you can assign one person to more than one task. This means that if someone has prior experience in certain areas or is already working on another project that invpves similar tasks, they can be assigned to these tasks again; saving valuable time that would otherwise be spent searching for new team members for these tasks especially if the new team members are already working on other projects as well. This makes sure that you do not need to go out looking for team members every time you want to assign someone else to the same task or project since they are already working on something similar already.

The process to integrate Zoho Desk 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.