Triggers whenever a new or updated Contact is found.
New or Updated Ticket Note
Triggers when a ticket note is updated or created.
New or Setup 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.
New Meeting
Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
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.
Create Account
Creates an account.
Create Appointment
Creates an appointment.
Create Contact
Creates a contact.
Create Expense Report
Create Expense Report.
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.
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.
Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
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 Contract
Trigger when a new contract created.
New Expense
Trigger when a new New expense created.
New Expense Reports
Trigger when a new New expense reports created
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.
New or Setup 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.
New Meeting
Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
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.
Create Account
Creates an account.
Create Appointment
Creates an appointment.
Create Contact
Creates a contact.
Create Expense Report
Create Expense Report.
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.
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.
Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
How Autotask and Zoom Integrations Work
Follow the steps below to start setting up your Autotask integrations using Appy Pie Automate: using Appy Pie Automate:
Step 1: Select Trigger
Choose Autotask as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action
After completing the trigger test, select Zoom as the action app from the list.
Step 3: Authenticate
Connect your Zoom account & authenticate it.
Step 4: Setup & Test
Select the data you want to send from Autotask to Zoom & your AI Agent is ready!
Choose the app you want to Integrate with Autotask and Zoom
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.
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.
The integration between Autotask and Zoom is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between Autotask and Zoom. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
While assessing the security of integrating Autotask with Zoom, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Autotask-Zoom integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by Autotask and Zoom integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Page reviewed by Abhinav Girdhar | Last Updated on December 1, 2024, 12:02 am
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