Integrate Autotask with Filter By Connect

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

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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 Filter By Connect

Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.

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

Explore quick connects
Connect Autotask + Filter By Connect in easier way

It's easy to connect Autotask + Filter By Connect 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.

  • 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.

  • Only continue if

    Set up rules to specify when this Connect can continue running

How Autotask & Filter By Connect 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 Filter By Connect 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 Filter By Connect.

    (2 minutes)

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

Integration of Autotask and Filter By Connect

    What is Autotask?

Autotask is a software-as-a-service (SaaS. company that provides products and services for managing customer service, sales, and marketing for small and mid-size companies. Autotask provides a business management platform that enables these companies to manage and measure all aspects of their business so they can grow faster, smarter, and more profitably.Autotask was founded in 1999 by Tim Walsh and Dave Brown.

    What is Filter By Connect?

Filter By Connect is a software-as-a-service (SaaS. company that provides products and services for managing customer service, sales, and marketing for small and mid-size companies. Filter By Connect provides a business management platform that enables these companies to manage and measure all aspects of their business so they can grow faster, smarter, and more profitably.Filter By Connect was founded in 2010 by Brian Schuster.

    Integration of Autotask and Filter By Connect

Autotask and Filter By Connect have been announced as the winners of the 2013 Stevie Awards for Sales & Customer Service Innovation. The two companies were honored with Gold Stevie® Awards in the "Sales Growth" category during the annual awards ceremony in New York City on Friday, February 22, 2013.The integration of Autotask and Filter By Connect will allow both companies to continue to provide their customers with top notch products and services available to them in one user friendly environment. This integration will allow our customers to automatically synchronize accounts from one system to the other system. This will help increase productivity for our customers because they will not have to input data twice. It also saves our customer's time because they will not have to switch between multiple systems to view all of their information.This integration will also allow the customers of both companies to be able to share resources such as case notes, contracts, call notes, opportunities, and opportunity reps. This will help our customers be more productive by saving time doing tasks like copying and pasting information between systems.Another benefit for our customers is that we will be able to import data into the CRM from Autotask directly saving time importing data manually. We will also be able to export data from the CRM directly into Autotask saving time exporting data manually.The benefits of this integration will allow us to better serve our customers because they will be able to manage accounts, contacts, leads, cases, sales opportunities, deals, tasks, time tracking, projects, documents, emails, phone calls, contracts, quotations/estimates, invoices/bills and payments from one system.

    Benefits of Integration of Autotask and Filter By Connect

    Conclusion

Integrating Autotask and Filter By Connect will allow us to continue providing top notch products and services to our customers while also allowing them to save valuable time and money by not having to use multiple systems for viewing their information. This will help our customers grow faster, smarter, and more profitably as they can spend less time inputting data and more time working on tasks that make them money!

The process to integrate Autotask and Filter By Connect 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