Integrate Autotask with OnceHub

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

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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 OnceHub

OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.

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

Explore quick connects
Connect Autotask + OnceHub in easier way

It's easy to connect Autotask + OnceHub 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.

  • Booking Lifecycle Event

    Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

  • Canceled Booking

    Triggers when a booking is canceled.

  • Completed Booking

    Triggers when a booking is completed.

  • No Show Booking

    Triggers when the status of a booking is changed to No-show.

  • Rescheduled Booking

    Triggers when a booking is rescheduled.

  • Scheduled Booking

    Triggers when a new booking is scheduled.

  • 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.

How Autotask & OnceHub 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 OnceHub 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 OnceHub.

    (2 minutes)

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

Integration of Autotask and OnceHub

Autotask is a cloud-based business management software that helps small and mid-sized businesses to manage their day to day work. Autotask’s cloud platform offers the ability to manage staff, schedule resources, track time, manage projects, automate bills and invoices, inventory, and more. The software can be accessed from any computer or mobile device through the internet. Autotask also offers a wide range of automation tops such as automated services, alerts, invoice reminders, payment tracking and activity reports.

Autotask is a great top for managing a small business but lacks integration with other online tops such as Salesforce, WorkflowMax, and ClickDesk. OnceHub is a company that provides integration between Autotask and other online tops. It allows users to manage their contacts and leads in OnceHub and then map them to their Autotask account.

Integration of Autotask and OnceHub

OnceHub offers integration between Autotask and other online tops such as Salesforce, WorkflowMax, and ClickDesk. Through this integration, users can manage their contacts and leads in OnceHub and then map them to their Autotask account. This integration allows users to send emails directly from OnceHub to the accounts in Autotask. Users can also create tasks within Autotask, which are automatically mapped to the accounts in OnceHub. The tasks created in Autotask are automatically mapped to the corresponding accounts in OnceHub. This means that users will not have to manually map those accounts manually. In addition, after a user creates an email, he/she can send it directly to the contacts in his/her Autotask account by clicking on the address book icon in OnceHub.

Benefits of Integration of Autotask and OnceHub

The integration between Autotask and OnceHub allows users to easily map their accounts in OnceHub to their Autotask account. Also, it allows users to send emails directly from OnceHub to the accounts in Autotask. So, there is no need for them to manually map the accounts every time they want to send an email to those contacts. Lastly, when a user creates an email, he/she can send it directly to the contacts in his/her Autotask account by clicking on the address book icon in OnceHub.

As you can see, Autotask and Oncehub integration is very useful for small businesses. Through this integration, users can easily manage their contacts, leads, and customers in one place. They can also send emails directly from OnceHub to the accounts in Autotask and create tasks in Autotask which are automatically mapped to the accounts in OnceHub. This integration allows users to save time while managing their business as they do not have to manually map their accounts every time they want to send an email or create a task.

The process to integrate Autotask and OnceHub 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