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Zoho Mail + Autotask Integrations

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

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

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.

Autotask Integrations
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Best ways to Integrate Zoho Mail + Autotask

  • Zoho Mail Autotask

    Zoho Mail + Autotask

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

    Zoho Mail + Autotask

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

    Zoho Mail + Autotask

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

    Zoho Mail + Autotask

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

    Zoho Mail + Autotask

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

    Zoho Mail + {{item.actionAppName}}

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

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

    Triggers
  • New Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

  • 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
  • Send Email

    Draft and send a new email message.

  • 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 Mail & Autotask Integrations Work

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

    (2 minutes)

  6. 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.