Zoho Mail + Autotask Integrations
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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.
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.
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Best ways to Integrate Zoho Mail + Autotask
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When this happens...
New Email
Then do this...
Create Account
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When this happens...
New Email
Then do this...
Create Ticket
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When this happens...
New Email
Then do this...
Create Time Entry
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When this happens...
New Email
Then do this...
Create Contact
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When this happens...
New Email
Then do this...
Create Ticket Note
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Mail + Autotask without coding knowledge. Start creating your own business flow.
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New Email
Triggers whenever you receive a new email.
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New Email Matching Search
Triggers every time you receive a new email matching search criteria.
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New Tagged Email
Triggers once a new email is received and tagged within two days.
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New Account
Triggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Task
Triggers when a updated task is found.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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Send Email
Draft and send a new email message.
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
How Zoho Mail & Autotask Integrations Work
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Step 1: Choose Zoho Mail as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Autotask as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Mail to Autotask.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Mail and Autotask
Zoho Mail
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
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.
Integration of Zoho Mail and Autotask
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.
Benefits of Integration of 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.
