Integrate Zoho Inventory with Autotask

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

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About Zoho Inventory

Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.

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.

Want to explore Zoho Inventory + Autotask quick connects for faster integration? Here’s our list of the best Zoho Inventory + Autotask quick connects.

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Connect Zoho Inventory + Autotask in easier way

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

  • Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Item

    Triggers when a new item is created.

  • New Item Adjustment

    Triggers when a new item adjustment is created.

  • New Purchase Receive

    Triggers when a new purchase receive is created.

  • New Shipment Order

    Triggers when a new shipment order is created.

  • New or Updated Invoice

    Triggers when a new invoice is created or an existing invoice is updated.

  • New or Updated Purchase Order

    Triggers when a new purchase order is created or an existing purchase order is updated.

  • New or Updated Sales Order

    Triggers when a new sales order is created or an existing sales order is updated.

  • Update Item

    Triggers when an item is updated.

  • 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 Contract

    Trigger when a new contract created.

  • 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 Contact

    Creates a new contact or update an existing contact.

  • Create Item

    Creates a new item.

  • Create Sales Order

    Creates a new sale order.

  • Create Shipment Order

    Creates a new shipment order.

  • Mark Order as Delivered

    Marks an existing order as delivered

  • Update Contact

    Update a contact.

  • Update Item

    Updates an item.

  • 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 Inventory & Autotask Integrations Work

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

    (2 minutes)

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

Integration of Zoho Inventory and Autotask

Zoho Inventory and Autotask are two business management software that have been integrated together for the benefit of business owners. Zoho Inventory is a business management software that helps in keeping track of all your inventory items, from the warehouse to the sales counter. Soon after the launch of Zoho Inventory, Zoho launched Autotask. This is a project management top that also integrates with Zoho Inventory. Using both of these tops to manage your business will definitely help you improve the overall performance of your business. The fplowing paragraphs explain how these two tops can be used to improve a business.

Zoho Inventory is a cloud-based spution to manage your business inventory. It can be used to record all transactions related to inventory from the production line to the sales counter. It is available for free for anyone who would like to use it. You can add unlimited users to Zoho Inventory, and you can add unlimited products too. This is very useful for businesses that have multiple branches with many employees working for them or who sell many different types of products.

You cannot only store information related to your inventory in Zoho Inventory, but you can also set up alerts for when you need to restock, change the product prices, or even when you need to reorder parts for repairs. This has made it easier for people in the business of selling or repairing products, especially if they deal with the same products every day. They know exactly when to reorder each product so that they do not run out of stock.

Autotask is an integrated project management top with Zoho Inventory. It is used by small businesses that want to create an organized system for managing projects and tasks that they undertake. There are two versions of this software available for use; the free version and the paid version which comes with more features than the free one. It can be used by businesses of all sizes, but it is especially useful for small businesses because it connects seamlessly with Zoho Inventory. It allows users to plan their work easily, schedule meetings, schedule actions, and also keep track of how much they have spent on each project. For example, if you work at an advertising agency, Autotask can keep track of all your project budgets and their progress while Zoho Inventory can give you an overview of how many projects you currently have open.

As you can see, using Zoho Inventory and Autotask together can bring great benefits to your business. They are very easy to use, affordable, and they provide value to your business. If you are planning on introducing new software features to your company, then I suggest that you consider using Zoho Inventory and Autotask instead of other software packages available in the market.

The process to integrate Zoho Inventory 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm