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.
Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.Formatter By Connect Integrations
Autotask + MailChimpCreate or update Mailchimp subscribers from Autotask contacts Read More...
Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.
Autotask + Google SheetsAdd new Autotask accounts to a Google Sheets spreadsheet Read More...
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
It's easy to connect Autotask + Formatter By Connect without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Work with dates and times to change formatting or add/subtract time (with line-item support).
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Various utilities like "choose value from list" or "look up in table" (with line-item support).
In my opinion, Autotask is an application like an internal CRM system. The software is a customer relationship management application that automates the business of running a repair shop or body shop. It can also be used in a collision center to manage parts inventory, record estimates and invoices, and track expenses and work in process. It is a tool that can be used for your average small body shop.
Formatter By Connect is an online service that allows users to browse, search, and reserve equipment, parts, and various service offerings of multiple suppliers. As a result, this software has become a great resource for not only collision repair shops but also auto dealerships, body shops, dealerships, and rental car agencies. It is becoming popular because it is a centralized resource that makes the vehicle repair process more efficient.
Both of these software have made areas of operation more efficient for businesses that are involved in the automotive industry, especially small body shops. A small body shop operating with only one technician can now utilize both software at once to handle their daily operations such as scheduling appointments, ordering parts, and communicating with customers.
The process to integrate Autotask and Formatter 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.