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Zoom + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

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
Autotask Alternatives

Looking for the Autotask Alternatives? Here is the list of top Autotask Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM

Best ways to Integrate Zoom + Autotask

  • Zoom Autotask

    Zoom + Autotask

    Create Account to Autotask from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Autotask Create Account
  • Zoom Autotask

    Zoom + Autotask

    Create Ticket to Autotask from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Autotask Create Ticket
  • Zoom Autotask

    Zoom + Autotask

    Create Time Entry to Autotask from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Autotask Create Time Entry
  • Zoom Autotask

    Zoom + Autotask

    Create Contact to Autotask from New Recording in Zoom Read More...
    Close
    When this happens...
    Zoom New Recording
     
    Then do this...
    Autotask Create Contact
  • Zoom Autotask

    Zoom + Autotask

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

    Zoom + {{item.actionAppName}}

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

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

    Triggers
  • New Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

  • 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
  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

  • 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 Zoom & Autotask Integrations Work

  1. Step 1: Choose Zoom 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 Zoom to Autotask.

    (2 minutes)

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

Integration of Zoom and Autotask

Zoom?

Zoom is a cloud-based video conferencing and online meeting platform. It provides live multi-party video conferencing and online cplaboration tops designed for business users. It has features like screen sharing, desktop sharing, video chat, voice chat, whiteboarding and content sharing. Using Zoom you can host one-on-one meetings, support group meetings, client meetings, webinars and team meetings.

Autotask?

Autotask is a cloud-based software service used by the IT and professional services industry. It helps businesses manage their CRM (Customer Relationship Management), Sales, Service, Accounting and Project workflow. It has features like time tracking, invoicing, email marketing, project management, billing and team cplaboration.

Integration of Zoom and Autotask

The integration of Zoom and Autotask enables the users of both the platforms to cplaborate with third parties and enable them to share information in real time. The integration is beneficial for companies that use Autotask to manage their project workloads and then want to take advantage of the video conferencing capabilities of Zoom. It is also beneficial for companies that use Zoom on an ongoing basis for their project or client meetings.

Benefits of Integration of Zoom and Autotask

The benefits of integration of these two platforms are:

  • Cplaborative Workflow – The integration of these two platforms enables the users to cplaborate with third parties in real time using functionality like screen sharing, desktop sharing, whiteboarding and content sharing etc. You can have a multi-party conference with your clients or customers and share a task list or check something off a to-do list together.
  • Simplified Communication – The integration enables the users to initiate conversations with third parties from within the Autotask client portal (Service Desk. This way the users can directly communicate with third parties without having to open up external applications like Zoom. This feature also enables the users to perform other tasks without leaving the interface. For example, you can start a screen sharing session while you are performing other actions in the portal. If you are using Zoom regularly for your projects, this will make communications much more efficient.
  • Customization – The integration gives you the flexibility to customize your workflow. For example, you can choose to disable the conversation feature when you are working on a task list or other context specific action items. You can also add custom fields to the Autotask ticket header which will allow you to add important information like contact details or notes about the communication to a ticket or task. You can also configure Autotask forms and fields to display different information depending on whether it is a new ticket or an existing ticket from a different system. This makes it easier for you to keep track of interactions with third parties across all your projects.

In conclusion, it is evident that the integration of Zoom and Autotask will be beneficial for companies that rely heavily on these two platforms for their day-to-day operations. The integration will make it easier for them to work with third parties and give their business more efficiency by enabling them to look at all communications in one place or even perform other tasks while they are communicating.

The process to integrate Zoom 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.