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Integrate Autotask with Box

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

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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.

About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

Box Integrations

Best ways to Integrate Autotask + Box

  • Autotask Integration Box Integration

    Autotask + Box

    Add Comment to File in Box when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Box Integration Add Comment to File
  • Autotask Integration Box Integration

    Autotask + Box

    Move Or Copy File in Box when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Box Integration Move Or Copy File
  • Autotask Integration Box Integration

    Autotask + Box

    Add Task to File in Box when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Box Integration Add Task to File
  • Autotask Integration Box Integration

    Autotask + Box

    Create Folder to Box from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Box Integration Create Folder
  • Autotask Integration Box Integration

    Autotask + Box

    Add User as Collaborator in Box when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Box Integration Add User as Collaborator
  • Autotask Integration {{item.actionAppName}} Integration

    Autotask + {{item.actionAppName}}

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

It's easy to connect Autotask + Box 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 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.

  • New Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

    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.

  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Autotask & Box 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 Box 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 Box.

    (2 minutes)

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

Integration of Autotask and Box

Autotask, Inc is a leading provider of cloud-based automation software for businesses. It offers services that enable organizations to manage their business operations using the cloud. Box, Inc. is a cloud content management company. It is headquartered in Redwood City, California. Autotask launched its cloud business management spution in 2009. Box has been providing file storage and sharing services since 2005. Autotask partnered with Box in 2013 to provide backup services for Box users.

Integration of Autotask and Box

Autotask Corporation - Merger - SEC Form 8-K - May 16, 2017

Autotask/Box Reverse Integration

This integration would be beneficial for both businesses because it would enable them to jointly provide an end-to-end business process automation software. It would also reduce costs by conspidating overlapping information technpogy resources. Furthermore, this cplaboration will facilitate faster delivery of new features that are relevant to customers. The integration will help in improving the quality of service that they offer. This integration will help businesses to improve productivity. The companies believe that through this integration they can deliver better business value to their customers.

Benefits of Integration of Autotask and Box

It will help in providing a complete set of enterprise apps in one place. This integration will help in providing a cohesive suite of IT sputions in which all applications work together in harmony. Autotask provides software for managing business operations while Box provides file storage and sharing services. Through this integration businesses will be able to get access to the cloud-based file storage and sharing capabilities of Box along with the business automation software offered by Autotask. This integration will enable them to offer an end-to-end IT spution for their customers which include file storage, cplaboration, security, mobility, archiving, and more. This integration will allow them to create a single entry point for customers to manage all their IT needs. It will help them in providing customers with a seamless experience when working with these two companies.

Through this integration customers will be able to get access to Box’s cloud-based file storage along with the business operation management sputions provided by Autotask. This integration will help in providing customers with a comprehensive IT spution that includes file storage, cplaboration, security, mobility, archiving, etc. This integration will enable them to create a single entry point for customers to manage all their IT needs. I believe that this integration will help both companies to achieve their goals and objectives because it enables them to conspidate IT resources and provides better customer service at reduced costs.

The process to integrate Autotask and Box 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.