Integrate Autotask with Mattermost

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

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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 Mattermost

Mattermost is an open source team collaboration platform tht brings all your company's conversations, documents, and applications together in one place, making it easy for your team to collaborate securely on the things that matter most.

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

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Connect Autotask + Mattermost in easier way

It's easy to connect Autotask + Mattermost 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 Message Posted to Channel

    When message post on perticular channel.

  • 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.

  • Post Message

    Post a new message to a channel.

How Autotask & Mattermost 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 Mattermost 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 Mattermost.

    (2 minutes)

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

Integration of Autotask and Mattermost

Autotask is a leading provider of cloud-based sales and relationship management software for the automotive retail industry. Autotask CRM, a leader in the field, allows businesses to manage their entire customer lifecycle from lead generation to customer service.

Mattermost is a real-time, open source messaging platform that helps teams communicate effectively and work together more productively. Mattermost’s easy, intuitive interface makes it simple to set up and use. It’s built using the same open source technologies (Django, Python, and JavaScript. as some of the web’s most popular sites. Mattermost is available under an open source license.

Integration of Autotask and Mattermost will help Autotask employees as well as its customers in following ways:

  • Integration of Autotask and Mattermost will provide seamless collaboration between Autotask and customers.

B. Customers will be able to share files directly with other customers, business partners or Autotask itself without any hassle.This integration will also let Autotask perform the following activities more efficiently:

A. Autotask users will be able to access Mattermost right within their regular client applications.C. Autotask can easily automate tasks and processes by integrating third-party apps, bots, scripts and integrations withMattermost.This integration will let Autotask perform the following activities more efficiently:

  • It will allow users to search through all conversations, channels, and private messages across both tools from one search box.
  • It will allow users to send files from Mattermost to Autotask or from Autotask to Mattermost. This goes vice versa as well.
  • It will allow users to save time by having conversations about one project in one place.
  • It will also allow users to schedule meetings across both tools from one meeting invite box.
  • It will allow users to integrate third-party apps, bots, scripts and integrations with Mattermost.

The process to integrate Autotask and Mattermost 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