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Agendor + Autotask Integrations

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

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

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

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

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Best ways to Integrate Agendor + Autotask

  • Agendor Autotask

    Agendor + Autotask

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

    Agendor + Autotask

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

    Agendor + Autotask

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

    Agendor + Autotask

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

    Agendor + Autotask

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

    Agendor + {{item.actionAppName}}

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

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

    Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • 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 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 Agendor & Autotask Integrations Work

  1. Step 1: Choose Agendor 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 Agendor to Autotask.

    (2 minutes)

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

Integration of Agendor and Autotask

Agendor is a web-based software which allows small and medium-sized businesses to manage their cash flow. It processes the invoices and makes sure that your business can be paid by the clients. Moreover, it has a feature of sending invoices through email to the clients. Autotask is an online task management system for managing everything related to your business. It provides services such as project management, customer relationship manager, help desk, time tracking, expense reporting, and more.

Integration of Agendor and Autotask

Autotask and Agendor are integrated with each other. The integration is available on AutoTask’s website. This integration is used to create a seamless experience for users who use both the systems. The integration allows users to access their tasks directly from Agendor. Moreover, it allows users to be notified when they receive an invoice or when they are paid. They can also view all the updates made in Agendor via Autotask.

Benefits of Integration of Agendor and Autotask

The benefits of integration of Agendor and Autotask are as fplows:

  • The integration is easy to set up and requires no setup fee or complex configuration.
  • It helps customers keep track of their payment and ensures them that their invoice will be processed in a timely manner.
  • The integration eliminates the need for creating separate applications for invoicing and customer support. Therefore, it saves your money, time, and resources.

The process to integrate Agendor 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.