Integrate Autotask with Nutshell

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

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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 Nutshell

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

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

Explore quick connects

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Connect Autotask + Nutshell in easier way

It's easy to connect Autotask + Nutshell 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.

  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

  • 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 Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Autotask & Nutshell 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 Nutshell 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 Nutshell.

    (2 minutes)

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

Integration of Autotask and Nutshell


Autotask, a software company based in San Diego, California, is an online help desk provider. The company was founded in 1990 and has its headquarters located in San Diego. It provides a single platform for managing multiple brands and several clients under one roof. It enables companies to manage their IT services and support by providing them with a single product rather than having to hire several different software providers. It combines tops such as CRM, project management, asset management, billing, etc.


Nutshell is another software company based in Arizona. Nutshell was founded in 2000. The company offers a wide range of services including, but not limited to, cloud computing, customer relationship management (CRM), human resources management, professional service automation etc.

Integration of Autotask and Nutshell

The integration of Autotask and Nutshell allows the customers of both the companies to have access to all the features that both the companies offer. This includes everything from ticketing systems to accounting. The integration allows for smooth communication between both the companies’ employees. The integration helps the employees of both the organizations to be connected through one interface or front end. The integration also allows for better cplaboration between the two companies’ employees, especially when communicating with clients or customers. This leads to better service quality for the customers of both the companies.

Benefits of Integration of Autotask and Nutshell

The benefits of integrating Autotask and Nutshell are many. There are many ways in which the two companies can benefit from this integration. Some of these benefits include expanded reduction in costs, increased revenue generation etc.

The integration of Autotask and Nutshell can lead to cost reduction for both the companies. This is because it makes sense for the two companies to spend less money on maintaining separate infrastructures when they can use existing ones to save money. This way the companies do not need to invest in hardware or software for maintaining separate infrastructures. The integration can lead to increased revenue generation for both the companies. This is because it allows for better communication between both the companies’ employees meaning that work can be done faster and more accurately than before. This means that both the companies can generate increased revenue if they are able to provide better services to their customers/clients via the integrated infrastructure.

The process to integrate Autotask and Nutshell 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 November 09,2022 06:11 pm