Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.
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
Zoho Subscriptions + AutotaskCreate Account from Autotask from Payment Success to Zoho Subscriptions Read More...
Zoho Subscriptions + AutotaskCreate Ticket from Autotask from Payment Success to Zoho Subscriptions Read More...
Zoho Subscriptions + AutotaskCreate Time Entry from Autotask from Payment Success to Zoho Subscriptions Read More...
Zoho Subscriptions + AutotaskCreate Contact from Autotask from Payment Success to Zoho Subscriptions Read More...
Zoho Subscriptions + AutotaskCreate Ticket Note from Autotask from Payment Success to Zoho Subscriptions Read More...
It's easy to connect Zoho Subscriptions + Autotask without coding knowledge. Start creating your own business flow.
Triggers when a subscription is canceled
Triggers when a new Invoice is created
Triggers when a new subscription is created
Triggers when a payment received successfully
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.
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
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.
The term “Subscriptions” is used to describe the services which are primarily available on a monthly or annual basis. The term subscriptions can be applied to any kind of service, for example, insurance, software licensing, financial services etc. However, this article will primarily focus on the subscription model in the field of software development.
Zoho Subscriptions is primarily an application by Zoho Corp., which helps in managing all aspects of subscriptions. It provides the online business model which allows users to sign up for the subscription-based SaaS (Software as a Service. applications. Zoho Subscriptions manages billing, payments, invoicing and other administrative tasks. It offers features like invoicing, revenue management, subscriptions management, tracking customers, sales forecasting etc. Zoho Subscriptions also ensures that its users are compliant with the rules and regulations of the government bodies.
Autotask is a cloud-based system which helps in streamlining your business processes through automation. It is basically a system management top which organizes your business workflows. It is primarily aimed at IT service providers to manage their clients’ accounts by automating many of the repetitive tasks within the organization. Its primary functions are project management, customer support, time tracking, help desk etc. Autotask can be used in conjunction with Zoho Subscriptions to create a complete online business process management system.
Integration of Zoho Subscriptions and Autotask creates a complete online business process management system. This integration allows you to seamlessly track information about your customers and projects. This integration enables you to have a single point of contact for any customer related matters. This integration also allows you to have an efficient business process which will assist you in getting real-time feedbacks from customers regarding their satisfaction levels regarding your products and services.
This integration helps you in creating proposals and invoices for your clients using one single system. You can easily generate both documents from one single place and fulfill all of your client’s needs such as generating proposals, invoices and time sheets. This kind of automation allows you to save precious time and resources while keeping your clients happy and satisfied at all times. You can gain a competitive advantage by keeping your clients happy and having them return again and again to do more business with you.
Autotask and Zoho Subscriptions can also help you save money by automating many of your routine tasks. You can easily create automatic invoices which can be sent out to your clients on a daily, weekly or monthly basis. This allows you to get paid for your services almost instantly without wasting time and resources on such tedious tasks which result in very little income generation. Automating such tedious tasks allows you to hire more people or spend more time on activities which will actually help you earn more money while doing very little work!
Zoho Subscriptions and Autotask go hand in hand to create a complete online business process management system which caters to all of your needs and allows you to make the most out of every business transaction.
The process to integrate Zoho Subscriptions 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.