Integrate Autotask with Canny

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

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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 Canny

Canny is a cloud-based solution that helps small to large businesses collect, analyze, prioritize and track user feedback to make informed product decisions.

Want to explore Autotask + Canny quick connects for faster integration? Here’s our list of the best Autotask + Canny quick connects.

Explore quick connects
Connect Autotask + Canny in easier way

It's easy to connect Autotask + Canny 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 Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

  • 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.

  • Change Post Status

    Changes a post's status.

How Autotask & Canny 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 Canny 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 Canny.

    (2 minutes)

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

Integration of Autotask and Canny

Autotask is the leading provider of business software to the IT professional market. Canny is a fully integrated on-demand IT service management platform that helps IT professionals deliver IT services and manage their businesses more efficiently. Autotask and Canny have integrated their products to provide IT organizations with an end-to-end view of the entire IT lifecycle, including provisioning, monitoring, ticket management, billing and reporting.

Integration of Autotask and Canny

Autotask only recently acquired Canny and has already integrated the two companies’ products. Users can now use Canny’s web-based portal to manage Autotask Remote Contrp sessions as well as check-in on technicians who are working remotely. The integration between Autotask and Canny provides a hpistic view of the customer’s IT infrastructure and real-time access to staff actions, such as when a technician logs in to a computer or changes its settings. The integration also allows technicians to view case details from their own Autotask Remote Contrp top, whether they are connected to the customer’s network or not. The integration increases the efficiency of remote support by allowing technicians to quickly assess a customer issue while providing an overview of all active cases at the same time.

Benefits of Integration of Autotask and Canny

The integration between Autotask and Canny allows users to access customer data from Canny’s web portal, making it easier for administrators to use the information to make real-time decisions about how to serve customers. For example, if a technician is working on an issue, but another technician is available to take over, the administrator can assign that technician to the case using Canny’s web portal before the first technician completes his work. Since Autotask and Canny have integrated their products, users can also monitor the status of cases from inside the Autotask Remote Contrp top, which lets them see whether technicians are still working on a case or have completed their tasks without having to switch between products. This integration makes it easier for administrators to serve customers efficiently and to ensure that they get prompt resputions for their issues.

Autotask and Canny have integrated their products so that users can more easily serve their customers. The integration allows users to view case details from Canny’s web portal, regardless of whether the customer is connected to the Internet or not. If a technician is working on a case, but another technician is available to take over, the administrator can assign that technician to the case using Canny’s web portal before the first technician completes his work. When a technician checks in on one of his own cases using Autotask Remote Contrp, he can see whether other technicians have checked in on that case yet. The integration makes it easier for administrators to serve customers efficiently and to ensure that they get prompt resputions for their issues.

The process to integrate Autotask and Canny 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm