Integrate Autotask with Discord

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

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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 Discord

Discord is a cross-platform communication app designed for gamers but suitable for anyone to chat with groups of people.

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

Explore quick connects

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Connect Autotask + Discord in easier way

It's easy to connect Autotask + Discord 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 Contract

    Trigger when a new contract created.

  • 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 Message Posted to Channel

    Triggers when a new message is posted to a specific text channel.

  • New User Added

    Triggers when a new user joins the Discord Server.

  • 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 Role

    assign a role to a user

  • Create Channel

    Create a new channel to a specific #category you choose.

  • Remove User Role

    Remove a chosen role from the specified user.

  • Rename Channel

    Rename a channel to a specific name you choose.

  • Send Channel Message

    Post a new message to a specific #channel you choose.

How Autotask & Discord 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 Discord 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 Discord.

    (2 minutes)

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

Integration of Autotask and Discord

Autotask is a cloud-based business management solution that helps small and medium-sized businesses to manage their businesses more effectively and efficiently. It allows users to track sales leads, manage appointments, organize contacts, and many other tasks that are crucial for business growth.In 2017, Autotask announced the integration of Discord, a text and voice chat app designed for gamers, into its server-based product as part of a new "social workspace." This new feature enables customers to join, post and engage with conversations directly from within Autotask.In this article, I will discuss the following:What is Autotask? - Definition and HistoryWhat is Discord? - Definition and HistoryHow do Autotask and Discord work together?What are the benefits of Autotask and Discord integration?

    Integration of Autotask and Discord

Autotask provides its users with an opportunity to communicate with their clients and partners in real time via a special Slack-like interface. It can be accessed through any web browser or installed on the desktop. The company also offers a number of other communication tools. Chatter, the company's social network; Campfire, a private group chat tool; SharePoint-like collaboration platform; and a CRM.Vincent Paquet, co-founder and chief marketing officer of Autotask said, "We only have one working theory. If we get people talking, we get them engaged. And if we get them engaged, we're confident they'll stick around." . This statement perfectly fits the idea behind the integration of Discord into Autotask. Now, Autotask users have a wider range of communication tools that help them to engage with their customers and partners.Autotask's decision to integrate Discord is logical. According to the company's survey, customers spend up to 36 hours per week in messaging apps. While email takes up 14 hours per week, social networks (including Facebook. take up 11 hours per week. As a result, customers prefer chatbots over phone calls or emails in most cases. As such, Autotask decided to use Discord's popularity among gamers to attract new customers and keep existing ones involved in the business process.In June 2017, Autotask launched its first "social workspace," which includes a private Slack channel with links to relevant customer data hosted in Autotask and a shared calendar where users can view appointments for the day. The interface also allows users to share files, images and videos with their teammates.To learn more about the integration of Autotask and Discord, visit the official website of Autotask .

    Benefits of Integration of Autotask and Discord

The integration of Autotask and Discord has several benefits:

  • No need to switch between different programs – all important info is located in one place.
  • Simplified workflows – all activities related to a certain project are available at one spot.
  • Improved transparency – all participants can see what is going on at any moment.
  • Increased collaboration - multiple parties can work on a project simultaneously without getting lost in endless email threads and meetings.
  • Greater control – all communications are documented and archived for future use. Furthermore, they can be easily searched by the users.
  • Improved customer service – quick access to necessary documents allows users to respond promptly to customer inquiries.
  • Easy sharing of information across teams – everyone can access files and respond to customer requests even if they are not sitting at their desks or working remotely from different places in the world.
  • Other benefits include real-time collaboration, instant messaging capabilities, file sharing, screen sharing and much more.

The integration of Autotask and Discord was a logical step toward improving business management solutions for small and medium businesses. At the same time, it was a smart way to utilize Discord's popularity among gamers and add value to Autotask's product lineup by adding an additional communication option for its customers. By doing this, Autotask managed not only to increase the functionality of its software but also to gain new customers that use Discord on a daily basis.

The process to integrate Autotask and Discord may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution 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