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Autotask + Pendo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

Pendo Integrations

Best ways to Integrate Autotask + Pendo

  • Autotask Autotask

    Pendo + Autotask

    Create Account to Autotask from New Visitor in Pendo Read More...
    Close
    When this happens...
    Autotask New Visitor
     
    Then do this...
    Autotask Create Account
  • Autotask Autotask

    Pendo + Autotask

    Create Ticket to Autotask from New Visitor in Pendo Read More...
    Close
    When this happens...
    Autotask New Visitor
     
    Then do this...
    Autotask Create Ticket
  • Autotask Autotask

    Pendo + Autotask

    Create Time Entry to Autotask from New Visitor in Pendo Read More...
    Close
    When this happens...
    Autotask New Visitor
     
    Then do this...
    Autotask Create Time Entry
  • Autotask Autotask

    Pendo + Autotask

    Create Contact to Autotask from New Visitor in Pendo Read More...
    Close
    When this happens...
    Autotask New Visitor
     
    Then do this...
    Autotask Create Contact
  • Autotask Autotask

    Pendo + Autotask

    Create Ticket Note to Autotask from New Visitor in Pendo Read More...
    Close
    When this happens...
    Autotask New Visitor
     
    Then do this...
    Autotask Create Ticket Note
  • Autotask {{item.actionAppName}}

    Autotask + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Autotask + Pendo in easier way

It's easy to connect Autotask + Pendo 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 Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

    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 & Pendo 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 Pendo 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 Pendo.

    (2 minutes)

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

Integration of Autotask and Pendo

Autotask is the world’s leading provider of cloud-based software for the IT channel. This software services company allows its users to manage and automate their business processes more efficiently. With the help of the Autotask’s CRM software, companies can stay in touch with their clients and prospects, by sending email reminders for appointments, sending invoices and detecting prospective opportunities. Pendo helps its customers get insights into their customers’ experience of the product or service by measuring customer behavior and engagement. A combination of Autotask and Pendo has many benefits.

    Integration of Autotask and Pendo

As per Gartner, “the integration of multiple systems is critical as organizations move toward digital maturity.” The integration of Autotask and Pendo will help businesses in their digital transformation journey. Both Pendo and Autotask are known for their excellent products. By integrating them, businesses will be able to gain access to a wide range of solutions for various business problems. These solutions will help them become more productive and efficient.

B. Benefits of Integration of Autotask and Pendo:By integrating Autotask and Pendo, businesses will be able to address the challenges that they face on a daily basis. They can reduce costs, expand reach, and enhance customer experience. Here are some of the benefits that you can get by integrating Autotask and Pendo:

1. Reduce cost:By integrating Autotask and Pendo, businesses will be able to reduce their operational costs because they won’t have to rely on external services as much as they do now. Therefore, they can improve their profit margins.

2. Expand reach:Businesses can expand their reach by integrating Autotask and Pendo because they will be able to provide more value to their customers.

3. Enhance customer experience:Integrating Autotask and Pendo will help businesses enhance customer experience because they will be able to offer products and services which are tailored to meet their needs. Additionally, it will help them improve relationships with existing customers and also attract new customers.

The process to integrate Autotask and Pendo 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.