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Apptivo + Autotask Integrations

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

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

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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
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Best ways to Integrate Apptivo + Autotask

  • Apptivo Autotask

    Apptivo + Autotask

    Create Account to Autotask from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Autotask Create Account
  • Apptivo Autotask

    Apptivo + Autotask

    Create Ticket to Autotask from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Autotask Create Ticket
  • Apptivo Autotask

    Apptivo + Autotask

    Create Time Entry to Autotask from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Autotask Create Time Entry
  • Apptivo Autotask

    Apptivo + Autotask

    Create Contact to Autotask from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Autotask Create Contact
  • Apptivo Autotask

    Apptivo + Autotask

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

    Apptivo + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • 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
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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 Apptivo & Autotask Integrations Work

  1. Step 1: Choose Apptivo 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 Apptivo to Autotask.

    (2 minutes)

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

Integration of Apptivo and Autotask

Apptivo

Apptivo has a strong presence in New York, Atlanta, and San Francisco, and that’s because they’re a great fit for small businesses. The company started out in New York, but the founders wanted to help other businesses grow beyond their home town, so they added more offices. The company was built on a foundation of strong customer service, which is something that sets them apart from competitors. They also aim to be the most affordable option available to small businesses, which can be a challenge when other companies are offering similar products for much less.

Autotask

Autotask has been around since 1997 and started with just one office in Canada. They’ve since expanded to 150 offices in North America and Europe, and they have over 3,000 employees working for them. They focus on customer service and security, and they’re one of the leading providers of support services for software developers. Their customers include customers such as Adobe Systems, BMC Software, and VMware. They’ve also been named one of the best places to work by the Forbes company multiple times over the years.

Integration of Apptivo and Autotask

The integration between Apptivo and Autotask makes it very easy to move data back and forth between the two platforms. They also allow users to create automated workflows that will sync data in both directions, which makes it much easier for users to stay organized. The integration is seamless and effortless, which means that you don’t need to worry about much in order to make it work properly. They also keep your data safe at all times, which means that you don’t have to worry about losing any information or having it stpen by hackers.

Benefits of Integration of Apptivo and Autotask

The main benefit of integrating Apptivo with Autotask is that it will make your business more efficient overall. It will make it easier to manage your documents, your calendar, your tasks, and everything else you need to do each day. It will also make it easier for you to communicate with your clients, which will make them more likely to continue working with you over the long term. This is especially true if you use the chat feature on both platforms together. You can also create new opportunities for yourself by using the integration top to create custom reports that you can then share with the people who need the information the most.

The process to integrate Apptivo 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.