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Autotask + Agendor Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Agendor

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

Agendor Integrations

Best ways to Integrate Autotask + Agendor

  • Autotask Autotask

    Agendor + Autotask

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

    Agendor + Autotask

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

    Agendor + Autotask

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

    Agendor + Autotask

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

    Agendor + Autotask

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

    Autotask + {{item.actionAppName}}

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

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

    Triggers
  • 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 Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • 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.

    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 Autotask & Agendor Integrations Work

  1. Step 1: Choose Autotask 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 Agendor 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 Autotask to Agendor.

    (2 minutes)

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

Integration of Autotask and Agendor

Autotask is an all-in-one cloud-based IT management spution. It gives you the power to streamline your IT business processes and run them like a well-oiled machine. It automates workflows, provides management information, increases employee productivity, and boosts customer satisfaction. Autotask is used by thousands of organizations across the globe that are managing their IT better because of it.

Agendor is an accounting software designed to take care of the accounting needs of people who run their own businesses. It’s available as both an online and offline spution for Windows, Mac OS X, Linux, Android, IOS and other operating systems. Its friendly user interface makes it very easy for you to manage your business operations. Its functionality also includes invoices, multi-currency support, invoice automation, multi-company setup, reports, time tracking and many more.

Integration of Autotask and Agendor has several benefits. It allows you to manage your finances with ease. You can set up multiple companies or sub-companies in Autotask and use them to perform all the accounting operations, including sales invoicing, accounting, sales tax handling, purchase requisitioning etc. all from one place. This integration helps to streamline your financial operations.

Autotask’s integration with Agendor also makes it very easy for you to import your company’s financial data into Agendor. If your company data exists in any other accounting software then you can use its sync feature to import it into Agendor. After importing this data into Agendor you can easily create invoices for it. The invoices created by this software are compatible with the standard invoice formats used by most international corporations. These invoices are also supported by most major invoice processing services. So you can rest assured that these invoices are standard and will be accepted by anyone upon receipt.

Integration of Autotask and Agendor also makes it very easy for you to automate your payment process. This is possible by integrating Autotask’s payment feature with Agendor’s payment feature. Now you can automatically create invoices in Agendor automatically when you receive payments in Autotask. This way you don’t have to manually create invoices every time there is a new order or receipt of money in Autotask. You can also send invoices to customers directly from Autotask using the Agendor integration. This is done by creating an email template in Autotask using which you can create emails in Agendor that will contain the invoice itself along with any attachments that the customer may need. You can also choose to send these emails automatically or manually whenever needed.

Another big benefit of this integration is that you can integrate the inventory system of Autotask with Agendor to increase accuracy in inventory management. This is possible because both these systems are connected to each other so there is no need for manual inputting of inventory details into the system manually.

In conclusion, Autotask and Agendor integration leads to easy management of your business finances and inventory management processes.

The process to integrate Autotask and Agendor 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.