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Autotask Integrations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Autotask account with Appy Pie Connect

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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 Alternatives

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

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM

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How to Integrate Autotask with Appy Pie Connect

Follow these steps to Integrate Autotask:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Autotask App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Autotask account API key

  6. Your Autotask app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Autotask Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Gmail

    Autotask + Gmail

    Create Draft to Gmail from New Account in Autotask Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Gmail Create Draft
  • Autotask Gmail

    Autotask + Gmail

    Send Email in Gmail when New Account is created in Autotask Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Gmail Send Email
  • Autotask Gmail

    Autotask + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}

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Autotask Integration Details

Organizations across industries have been forced to adapt and adjust digital transformation initiatives to meet the needs of a changing world. And adopting digital environments requires a business management tool-Autotask that can help you operate your business efficiently. Appy Pie Connect makes the IT business management platform Autotask even more efficient by letting you integrate with a range of tools you use in your business. At Appy Pie Connect you can integrate Autotask with Salesforce, Asana, HubSpot, Slack, Google Calendar, Google Sheet, Microsoft Teams, Microsoft Dynamics CRM, QuickBooks Online, Gmail, and more. You can even connect your email marketing service to Autotask so that you can foster more leads and support your clients like never before.

With Appy Pie Connect, you can connect Autotask with analytical tools and get actionable insights you need to take your operation to the next level. You can automatically send an email through Appy Pie Connect when new accounts are found in Autotask so that your teams can start work on important tasks immediately. The Autotask integrations from Appy Pie Connect can handle all of your IT management tasks smoothly allowing your team to focus on more important tasks within the organization. So, save your time and unnecessary efforts, and make your business more profitable by using your Autotask account with Appy Pie Connect.

Here is how you can use Autotask with Appy Pie Connect:

  • Integrate Autotask with Constant Contact and automatically add all of your new Autotask contacts to a Constant Contact list. This integration can help you save your time on importing and exporting contacts from one app to another.
  • Autotask-Slack integration- Appy Pie Connect will automatically send a message to a Slack channel whenever a new contact is added in your Autotask account.
  • Autotask and Google Sheets Integration from Appy Pie Add new accounts in Autotask to a Google Sheets spreadsheet.
  • Use Appy Pie Connect and integrate your Autotask account with email accounts Constant Contact, MailChimp, GetResponse, SendGrid, or other email marketing platforms so that you turn leads into customers.
  • Connect Autotask to InfusionSoft and automatically add new Autotask accounts or contacts to InfusionSoft. This Autotask-InfusionSoft integration helps you to keep your customer records up to date at all times.
  • Integrate Autotask with Google Sheet and add all of your Autotask accounts to Autotask. This Autotask automation will enable you to use your data as per your requirements.
  • Autotask and QuickBooks Online integration at Appy Pie Connect will help you add new Autotask contacts to as QuickBooks Online customers without any manual efforts.
  • Connect Autotask to SendPulse and update your mailing list on SendPulse automatically from new Autotask contacts.
  • Integrate Autotask with MailChimp and automatically add or update Mailchimp subscribers for new or updated contacts in Autotask.

Appy Pie Connect brings together Triggers (like "New Customer") and Actions (like "Add Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these ‘Connects’ help you automate repetitive tasks saving you the trouble of doing them manually.

Here is a list of Autotask Triggers and 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.

  • Find a Account

    Find a Account

  • Find a Company

    Find a Company

  • Find a Contact

    Finds a contact.

  • Find a Owner

    Find a Owner.

  • Find a Ticket

    Finds a Ticket by Ticket Number.

Step By Step Autotask Integration Guide

  1. To connect Autotask to Appy Pie, you must click Connect Autotask to your favorite apps button. To do so, sign up/log into your Appy Pie and visit your access dashboard.


  2. Now, select your required service and click Continue. Here, you’ll be asked to select your account and press Connect an Account button.


  3. A pop window will appear and ask to enter your Username, Password & API Tracking Identifier.
    Note: To generate Autotask API credentials follow API Guidelines.


  4. Now, reconfirm your Autotask account. And, you’re done with your integration process.


  5. Your account is integrated, now you can select the options from “Advance mode” and click Continue to complete the connection between desired apps.


Common Issues With Autotask At Appy Pie Connect

For now, there is no common known issue with the integration of Autotask at Appy Pie Connect.
Kindly contact our support team online to get more information.

Page reviewed by: Abhinav Girdhar | Last Updated on April 18, 2022 12:10 pm

Top Autotask Integration Frequently Asked Questions

  • Autotask is a powerful cloud-based, next-generation IT business management solution that gives both businesses and users the tools needed to succeed in today's ever-changing IT environment. Autotask provides a highly functional set of features that enable you to take total control of your IT operations.

  • Yes, Salesforce integrates with Autotask at multiple levels. Using this Salesforce-Autotask integration, you can configure and sync all of your data between Salesforce and Autotask, allowing you to get a 360-degree view of your customers.

  • Yes! Autotask integrates with Xero to provide seamless financial reporting. The Autotask for Xero integration allows your clients to create Xero invoices directly from the Autotask client portal, without leaving Autotask.

  • Yes, the Autotask integrates with Office 365 without any coding. With Autotask & Office 365 integration, you can automate routine tasks so you can focus on more meaningful work.

  • Here is how you can integrate Autotask with Teams:

    • Choose Autotask as a trigger app
    • Authenticate your Autotask account with Appy Pie Connect
    • Select a trigger that will kick off your automation
    • Choose Teams as an action app and authenticate
    • Select the action you want to automate
    • Now your Autotask-Teams integration is ready to go.

  • Autotask integrates with Outlook to manage your customer data, tasks, calendar items, activity logs, and more. With the Autotask integration for Outlook, you can easily:

    • Create and send emails from directly inside Outlook
    • Resolve your clients’ issues using context from their emails
    • Log and track time in Autotask as you work on projects

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