Autotask + Odoo ERP Self Hosted Integrations
Appy Pie Connect allows you to automate multiple workflows between Autotask and Odoo ERP Self Hosted
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 Odoo ERP Self Hosted
Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
Odoo ERP Self Hosted IntegrationsBest ways to Integrate Autotask + Odoo ERP Self Hosted
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Autotask + MailChimp
Create or update Mailchimp subscribers from Autotask contacts Read More...When this happens...
New Contact
Then do this...
Add/Update Subscriber
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.
How this works- A new contact is added to Autotask
- Appy Pie Connect adds or updates a subscriber to your Mailchimp account
What You Need- An Autotask account
- A Mailchimp account
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Autotask + Google Sheets
Add new Autotask accounts to a Google Sheets spreadsheet Read More...When this happens...
New Account
Then do this...
Create Spreadsheet Row
Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.How This Autotask-Google Sheets Integration Works- A new Account is found on your Autodesk account
- Appy Pie Connect adds that Account's information to a row in Google Sheet
What You Need- Autotask
- Google Sheets
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Autotask + Microsoft Dynamics CRM
Add every new Autotask account to Microsoft Dynamics CRM Read More...When this happens...
New Account
Then do this...
Create Account
Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.How This Autotask-Microsoft Dynamics Integration Works- A new Account is added to Autodesk
- Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
What You Need- Autotask
- Microsoft Dynamics CRM
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Odoo ERP Self Hosted + WordPress
Create blog posts on WordPress about new Odoo ERP store products Read More...When this happens...
New Product
Then do this...
Create Post
With this Appy Pie Connect integration you can automatically create new blog entries about your products. Once active, Appy Pie Connect will transfer the product information you specify and produce a new blog post in your WordPress blog whenever you add a new product to your OpenERP store. Then all you have to do is add more information about the product and publish—no more copying and pasting data from OpenERP into WordPress.How It Works- A new products is added to your Odoo ERP store
- Appy Pie Connect create a new post on WordPress.
What You Need- Odoo ERP account
- WordPress account
Odoo ERP Self Hosted + Google Calendar
Create detailed Google Calendar events from new Odoo ERP events Read More...When this happens...
New Calendar Event
Then do this...
Create Detailed Event
Do you need some assistance keeping your calendar up to date with your OpenERP events? Set up this OpenERP Google Calendar integration to make the connection smooth from then on. When you do, any new event you enter in OpenERP will instantly create a new comprehensive event in Google Calendar, complete with all the details you need to stay on top of what's coming up.How This Odoo ERP-Google Calendar Integration Works- A new calendar event is added to your Odoo ERP store
- Appy Pie Connect create a detailed event on Google Calendar.
What You Need- Odoo ERP account
- Google Calendar account
When this happens...{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Autotask + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.
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New Account
Triggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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New Blog Post
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
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New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
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New Event
Triggers when you add a new event. You will need to have the Event module installed.
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New Expense
Triggers when you add a new expense. You will need to have the Expense module installed.
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New Invoice
Triggers when you add a new invoice. You will need to have the Invoice module installed.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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New Note
Triggers when you add a new Note. You will need to have the Note module installed.
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New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
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New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
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New Sale Quotation
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
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New Survey Response
Triggers when you add a new survey response. You will need to have the Survey module installed.
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New User
Triggers when you add a new User. You will need to have the Users module installed.
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
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Create Blog Post
Create a blog post
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Create Note
Create a new Note.
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Create Project Task
Create a new Project Task.
How Autotask & Odoo ERP Self Hosted Integrations Work
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Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Autotask to Odoo ERP Self Hosted.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Autotask and Odoo ERP Self Hosted
Autotask and Odoo ERP Self Hosted are two products that are used by various companies for different purposes. The purpose of this article is to analyze the two and to compare them, so as to show that Odoo ERP Self Hosted is better than Autotask.
What is Autotask?
Autotask is a product that is used by various companies, small and large alike, to manage their day-to-day operations. It can be used on computers and also on mobile phones. It can be used in a manual manner or in an automated manner. It can also be used in all the departments of a company. It contains features such as, Sales, Project Management, Service Management, Contract Management and more.
What is Odoo ERP Self Hosted?
Odoo ERP Self Hosted is another software solution used in managing the daily operations of a company. It is not only used in managing day-to-day operations but also in managing other aspects of a company such as sales, accounting, manufacturing, procurement, human resources and more. It has features that are similar to Autotask and more.
/ContentOne of the main reasons for using Odoo ERP Self Hosted instead of Autotask is that Odoo ERP Self Hosted is an open source software solution while Autotask is not. This means that with Odoo ERP Self Hosted no license fee needs to be paid while Autotask license fee needs to be paid each year. Odoo ERP Self Hosted has a free trial period while Autotask does not have one. This means that interested parties can use Odoo ERP Self Hosted for a certain period before purchasing it while with Autotask they cannot do so.
Another reason why Odoo ERP Self Hosted beats Autotask is because Odoo ERP Self Hosted has a database feature which makes data easy to access. This data can be accessed through a web browser or even through mobile phones. On the other hand, Autotask does not have such a feature. Instead, it uses third party database solutions for accessing data.
The next reason why Odoo ERP Self Hosted beats Autotask is because of its interface feature. Odoo ERP Self Hosted interface can be customized according to the needs of the user while Autotask cannot do so. This means that users can make their own interface using Odoo ERP Self Hosted while with Autotask they cannot do so.
The last reason why Odoo ERP Self Hosted beats Autotask is because of its functionality. Odoo ERP Self Hosted has more functionality than Autotask does. For instance, it has a CRM function while Autotask does not have one. Adding more functions to Odoo ERP Self Hosted is easy because it is an open source software solution while adding new features to Autotask is difficult because it is not an open source software solution.
From the above discussion we can see that Odoo ERP Self Hosted is a better software solution than Autotask because it has some advantages over Autotask which are explained above.
The process to integrate Autotask and Odoo ERP Self Hosted 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.
