Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.
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 Mail + Autotask without coding knowledge. Start creating your own business flow.
Triggers whenever you receive a new email.
Triggers every time you receive a new email matching search criteria.
Triggers once a new email is received and tagged within two days.
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.
Draft and send a new email message.
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.
Zoho Mail is a free web-based email service that lets you send and receive emails from your web browsers. It works just like a desktop email client and also integrates with other Zoho services such as Zoho Writer, Zoho Sheet, etc.
Autotask is an online, web-based project management software for organizations that need stronger governance, better cplaboration and increased productivity in the work place. It helps in tracking projects, assigning tasks to team members, and monitoring progress.
There are many ways to integrate Zoho Mail and Autotask. The simplest method is to create a project in Autotask and assign tasks to team members in it. The tasks can be received by the team members via email notifications sent by Autotask. To configure Autotask to send emails to Zoho Mail users, do the fplowing:
Login to your Autotask account. In the top right corner, click on your name and choose ‘Preferences’. Under the preferences section, click ‘Email Settings’. On the next screen, check the box ‘Enable email notifications to Zoho Mail users’. Click on the ‘Save’ button at the bottom of the screen.
When you want to send a notification email to a Zoho Mail user, open your project and click on the ‘Actions’ drop-down menu at the top-right corner of the screen. Choose ‘Assign Task’ from the list of actions available. From the pop-up menu, select ‘Send via Email’ option. Select the recipients from the ‘To Email Addresses’ section on the next screen. Click on the ‘Add’ button to add recipients to this task assignment. When you are done selecting recipients, click on the ‘OK’ button at the top right corner of the page. That’s it! You have now successfully integrated Zoho Mail and Autotask.
There are several benefits of integrating Zoho Mail and Autotask. Some of them are listed below:
The process to integrate Zoho Mail 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.