Autotask + Zoho CRM

Update Zoho CRM module entries when Autotask companies are updated

Keep your company details consistent and updated across multiple platforms with this workflow. Whenever there's an update in your company data on Autotask, it instantly creates or updates the same information in Zoho CRM. This quick and streamlined sharing process ensures all teams operate with the most up-to-date data, enhancing efficiency and coherence in your organization.

When this happens...
Updated Company
Triggers when a company is updated.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

- Help Text
Trigger
Instant
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- Help Text
Trigger
Instant
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New Invoice
Triggers when a new invoice is found.
Trigger
Polling
Try It
- Company
Trigger
Polling
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- Opportunity
Trigger
Polling
Try It

New Task
Triggers when a new Task is found.
Trigger
Polling
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New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
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- Company
- Assigned To Resource
Trigger
Polling
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Company
Trigger
Polling
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Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
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- Help Text
- Field
Trigger
Instant
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Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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- ModuleRequired
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
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New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Project
Trigger
Polling
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- Company
Trigger
Polling
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Create Company To-Do
Creates a new Company To-Do.
Action
Write
- CompanyRequired
Action
Write
- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
Action
Write
- CompanyRequired
Action
Write
- QuoteRequired
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- TicketRequired
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency IDRequired
Action
Search
- Company Name
- Company ID
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search