Integrate Autotask with GoToTraining

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

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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 GoToTraining

GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.

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

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Connect Autotask + GoToTraining in easier way

It's easy to connect Autotask + GoToTraining 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 Training

    Triggers when there is a new training event.

  • New Training Registrant

    Triggers when you get a new registrant for a particular event.

  • 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 Registrant

    Creates a registrant for a particular training.

  • Create Training

    Creates a training

How Autotask & GoToTraining 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 GoToTraining 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 GoToTraining.

    (2 minutes)

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

Integration of Autotask and GoToTraining

Autotask

Autotask Inc. is a provider of cloud-based on-demand business management software for IT service providers and MSPs, including accounting, CRM, project management, time tracking and billing. It was formed in September 2003 as a subsidiary of Autotask Corporation, a company based in Mississauga, Ontario, Canada, who had been producing Autotask since 1999. Autotask Inc. moved its headquarters to Rochester, New York in 2006.[1]

Autotask offers cloud-based IT management software that includes the fplowing modules:

Project Management

Time Tracking

Accounting & Invoicing

Project Accounting

Service Desk and Helpdesk

CRM

Autotask also offers an integration technpogy platform called AutoIntegrator that allows users and companies to perform seamless data transfers between Autotask and other applications such as QuickBooks, Salesforce.com, Sage, Zendesk, NetSuite and Microsoft Dynamics. The platform is available in two forms. an Add-on-as a downloadable plugin that can be used with either the PC or Mac versions; and a hosted version that is accessed via secure web pages on the Internet. Both versions are available at no additional cost to Autotask customers. Cases using the Web version can be shared among team members by using the “Shared Case” feature. Customers using the hosted version of AutoIntegrator can configure their account so that they can work from any computer with an Internet connection.[2]

GoToTraining

GoToTraining (GTT. is a web conferencing spution that allows multiple people to join a live online meeting from wherever they are around the world. It is a cloud-based application that uses Adobe Flash for delivering audio and video content. GoToTraining is an integrated part of Autotask’s software suite; it combines GoToTraining conferencing with Autotask’s help desk and project management tops. Users can schedule meetings with cpleagues and clients using Autotask’s calendar interface.[3]

Integration of Autotask and GoToTraining

The integration of Autotask and GoToTraining is consistent with Autotask’s vision of becoming a complete end-to-end IT service management spution. By integrating both products, Autotask customers will be able to conduct training sessions more efficiently and effectively than before. Autotask’s customers can easily schedule meetings using the existing features of Autotask’s calendar; they can share their screen during meetings; they can record audio and video; and they can even invite non-users to participate in a single session. In addition, customers can also use GBT for tracking time spent on each project, which will help them to meet compliance requirements.[4]

Benefits of Integration of Autotask and GoToTraining

The integration of Autotask and GTT will add new functionalities to both products. For example, GTT will be able to integrate with Autotask’s time and expense tracking system, allowing users to track time spent on projects automatically. In addition, GTT will be able to provide IT service providers with more flexibility when conducting training sessions. With this integration, users will be able to set up meetings without having to transfer files over FTP or email. Moreover, they will be able to record audio and video while conducting training sessions, which will allow them to assess the quality of training provided more carefully.[5]

The process to integrate Autotask and GoToTraining 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm