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Integrate Autotask with ClickMeeting

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

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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 ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

ClickMeeting Integrations
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  • GoToMeeting Integration GoToMeeting

Best ways to Integrate Autotask + ClickMeeting

  • Autotask Integration ClickMeeting Integration

    Autotask + ClickMeeting

    Add New Registrant in ClickMeeting when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • Autotask Integration ClickMeeting Integration

    Autotask + ClickMeeting

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

    Autotask + ClickMeeting

    Add New Registrant in ClickMeeting when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New or Updated Contact
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • Autotask Integration ClickMeeting Integration

    Autotask + ClickMeeting

    Create New Event to ClickMeeting from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New or Updated Contact
     
    Then do this...
    ClickMeeting Integration Create New Event
  • Autotask Integration ClickMeeting Integration

    Autotask + ClickMeeting

    Add New Registrant in ClickMeeting when New Ticket is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Ticket
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • 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 + ClickMeeting in easier way

It's easy to connect Autotask + ClickMeeting 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 Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

    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 New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

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

How Autotask & ClickMeeting 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 ClickMeeting 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 ClickMeeting.

    (2 minutes)

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

Integration of Autotask and ClickMeeting

  • Autotask is the leading provider of software for managing service organizations. They have around two million users and are headquartered in Irvine, California. It was founded in 1992 by Mark Kruger, who is the current CEO.
  • ClickMeeting is the leading provider of web conferencing services that can be integrated with Autotask. It was founded in 1997 when ClickMeeting won a contract to provide Microsoft’s office conferencing service. The company is based in New York and has over 100 employees.
  • Integration of Autotask and ClickMeeting should be done as it will help both companies achieve various benefits.
  • The integration of Autotask and ClickMeeting will help Autotask improve customer satisfaction by improving customer support, reducing costs and increasing sales. This will be possible through integrating Autotask and ClickMeeting features like click-to-call, click-to-chat and click-to-schedule.
  • The integration of Autotask and ClickMeeting will also help ClickMeeting improve its customer satisfaction by providing a better customer experience to its customers. The integration of Autotask and ClickMeeting will make it easier for customers to schedule meetings or contact their vendors without leaving the Autotask application.
  • The integration of Autotask and ClickMeeting will help Autotask save time and money by providing an easy way to schedule meetings and customer support calls. To be able to schedule a meeting or contact a vendor, the user needs to log on to the system only once instead of opening multiple applications for this purpose. This will also save time for the user as he does not need to switch back and forth between applications. The user can also save his login credentials so that he does not need to enter them every time he wants to schedule a meeting or contact a vendor.
  • The integration of Autotask and ClickMeeting will help ClickMeeting save time and money by making it easier for its customers to schedule meetings or contact vendors without leaving the Autotask application. This will reduce the number of customer support calls as customers will be able to handle this on their own without having to contact customer support representatives.
  • The integration of Autotask and ClickMeeting will help Autotask increase sales by making it easier for its customers to schedule meetings or contact vendors without leaving the Autotask application. This will make it easier for the customers to contact their vendors quickly which will result in faster respution of issues and hence increase sales.
  • Considering the numerous benefits of integration of Autotask and ClickMeeting, it would be highly beneficial for both companies if they integrate their software together.

The process to integrate Autotask and ClickMeeting 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.