Integrate Autotask with Chatter

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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 Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

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

Explore quick connects
Connect Autotask + Chatter in easier way

It's easy to connect Autotask + Chatter 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • 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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Autotask & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

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

Integration of Autotask and Chatter

An introduction should contain your thesis statement and an overview of what you will discuss in the article.

Introduction. The purpose of this paper is to discuss how Autotask and Chatter can be integrated to increase efficiency and provide better customer service for Autotask’s customers.

The body of the paper will be broken down into several paragraphs. Each paragraph will discuss one of the main points that you will bring up in the paper.

    Integration of Autotask and Chatter

Autotask is a cloud-based IT management software delivery platform. The Autotask platform is used by nearly 40,000 organizations, including data centers, service providers, and enterprises, to track their IT assets and support functions, reduce operating costs, and improve customer satisfaction.

Integration of Autotask and Chatter can be easily done by adding a Chatter feed inside Autotask. This integration can be used to provide product updates to customers through Autotask. It can also be used to send notifications to clients regarding problems with their contract or products. Some organizations may even use it to send notifications about new features or upgrades on a product. Another benefit of integrating Autotask and Chatter is that it is easy to implement. All you need to do is add a Chatter feed inside Autotask and the configuration will be done automatically. This integration can also be extended to other third party apps like Salesforce, NetSuite, SugarCRM, and Google Apps. This will allow Autotask to accept payments from these third party apps. The integration of Chatter into Autotask also helps to address several compliance issues for Autotask’s customers. For example, if a company does not have a social media strategy, then Chatter can help them keep up with regulatory requirements. Customers can also use Chatter for quality assurance purposes. When a customer has an issue with a product, they can use the Chatter feed to ask questions about the product. This makes it easier to address customer concerns since they don’t have to wait on hpd or call into a call center before they get their issues respved. Additionally, since there is no need for customers to interact with staff members through phone calls or emails, customers can get their issues respved faster. They can simply reply to the Chatter feed with their questions and concerns about the product. Once their issues are respved, Autotask can respond back with an update about the issue. This information about the issue will also be visible on the Chatter feed so that other customers who are having similar issues with the same product will see how their problems were handled.

    Benefits of Integration of Autotask and Chatter

Organizations that have integrated Autotask and Chatter have seen several benefits from this integration. One of the main benefits of integrating Autotask and Chatter is improved customer service. Since customers are now able to get their questions answered more quickly on the same platform where they do most of their work, they are more likely to remain loyal to Autotask’s customers. This means that Autotask’s customers can retain existing clients while at the same time open up opportunities for new business. Another benefit of integrating Autotask and Chatter is increased efficiency for Autotask’s customers. By using this integration, Autotask’s customers are able to reduce costs associated with maintaining a call center or handling customer complaints through email or phone calls. In addition, because this integration allows for faster respution of customer concerns, it also helps Autotask’s customers cut down on operational expenses related to technical support and customer satisfaction surveys.


The process to integrate Autotask and Chatter 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