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Integrate Autotask with CloudTalk

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

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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 CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

CloudTalk Integrations

Best ways to Integrate Autotask + CloudTalk

  • Autotask Integration CloudTalk Integration

    Autotask + CloudTalk

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

    Autotask + CloudTalk

    Update Contact in CloudTalk when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    CloudTalk Integration Update Contact
  • Autotask Integration CloudTalk Integration

    Autotask + CloudTalk

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

    Autotask + CloudTalk

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

    Autotask + CloudTalk

    Create Contact to CloudTalk from New Ticket in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Ticket
     
    Then do this...
    CloudTalk Integration Create Contact
  • 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 + CloudTalk in easier way

It's easy to connect Autotask + CloudTalk 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 Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    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.

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

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

How Autotask & CloudTalk 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 CloudTalk 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 CloudTalk.

    (2 minutes)

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

Integration of Autotask and CloudTalk

  • Autotask is a company who developed an automation software for customer relationship management (CRM. and service desk. It allows companies to automate some of their business processes. This is done by automating some of their tasks and by making these tasks cost less. The company was founded in 1992 and is located in Boulder, Cporado (USA. (“Autotask Corporation”, n.d.)
  • CloudTalk is a cloud-based software for small businesses. It is a web-based cplaboration top that is integrated with Autotask. It is an easy-to-use, yet powerful program for small businesses. This because it helps small businesses to cplaborate, to communicate, to connect with their customers, to improve their relationship with them, to manage their tasks and projects better, to be more organized and much more. The program has been released in 2015 and is owned by Autotask. (“CloudTalk”, n.d.)
  • Integration of Autotask and CloudTalk

    CloudTalk is a software that integrates with Autotask, allowing users to access information from both programs. CloudTalk allows users to create documents, share them with other people, cplaborate on these documents, schedule meetings, schedule calls, etc. By using CloudTalk, users are able to stay connected with their customers at all times. CloudTalk helps users to be more efficient because it helps them to manage their tasks better. CloudTalk makes it possible for users to work remotely since they can use this app everywhere they go. Some of the features offered by CloudTalk are instant messaging, event scheduling, file sharing, task management, project management, etc. It is possible to integrate CloudTalk with Autotask through the Autotask Connector Add-on. This feature allows users to create Autotask tickets from any Page or Post of the website using the Zapier integration. Users can also create new tasks or update existing tasks from Autotask directly from Pages and Posts of the website using the Zapier integration. (“CloudTalk”, n.d.)

    Benefits of Integration of Autotask and CloudTalk

    Integration of Autotask and CloudTalk benefits users because it makes their life easier. They can use the software anywhere they want without having to worry about installing it on their computer. Also, they can use it on any device (computer, tablet or phone. This integration also allows users to work faster since they can create tasks or check what tasks they have to do remotely. Moreover, they can improve their relationship with their customers since they can easily communicate with them via CloudTalk whenever they need to do so. Integration of Autotask and CloudTalk allows users to be more productive since they can access information quickly without having to switch between different programs. (“CloudTalk”, n.d.)

    Autotask is a software that was created for customer relationship management (CRM. and service desk automation. It was created by Autotask Corporation in 1992 and its headquarters is located in Boulder, Cporado (USA. In 2015 Autotask acquired a software called CloudTalk and integrated it with Autotask allowing users to access information from both programs. This integration allows users to create documents from any device they want, share documents with other people, schedule meetings from any device they want, schedule calls from any device they want, etc. By using CloudTalk users are able to stay connected with their customers at all times because it helps them to manage their tasks better and make them more efficient since it allows them to access information quickly. Integration of Autotask and CloudTalk is beneficial for users because it saves them time and money as well as it improves their relationship with their customers as well as their productivity since they can access information quickly from anywhere they want.

    The process to integrate Autotask and CloudTalk 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.