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.
Qlik Sense is a modern data analytics platform. Our one-of-a-kind analytics engine and AI empower any user to find hidden insights query-based BI toolsQlik Sense Integrations
Autotask + Qlik SenseCreates Collection to Qlik Sense from New Account in Autotask Read More...
Autotask + Qlik SenseUpdates Collection in Qlik Sense when New Account is created in Autotask Read More...
It's easy to connect Autotask + Qlik Sense without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers when a new collection is created
Triggers when a new space is created
Triggers when a new user is created
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Creates a new app
Creates a Space
Creates a user in a given tenant
Creates a new collection
Updates a space
Updates a collection
Autotask is a software that is used by over 60,000 companies and it has been around for more than 30 years. It is a software that allows users to see their customer’s contact information, lead sources, support requests, and much more. Qlik Sense is a business intelligence that allows users to visualize data with charts and graphs as well as create reports. The combination of Autotask and Qlik Sense will allow users to analyze their customer’s support issues. It will also help users to visualize and make sense of the data they cplect with Qlik Sense.
The integration of Autotask and Qlik Sense will allow users to view all the customer’s support request from Autotask including open cases, closed cases, and new cases. It will also integrate all of the company’s leads from the Autotask CRM into the Qlik Sense dashboard. In addition, users can set up alerts on specific items such as customer’s open case, closed case, or new cases. Any alerts will show up on the Qlik Sense dashboard so they can be monitored at any time. Users can also create a report on a particular client’s open cases and filter out by a specific period of time. This way, users can easily find out why a certain client has been opening cases for weeks or months on end. When users combine the two technpogies, Autotask and Qlik Sense, they will be able to monitor their clients’ issues as well as be able to figure out what is causing the problems. In addition, users will be able to analyze their clients’ support requests and make sense of it all which will help them to better serve their clients.
The benefits of integrating Autotask and Qlik Sense include. 1. having a visual representation of data 2. being able to make sense of data 3. identifying trends in data through charts and graphs 4. adding context to data 5. monitoring customer support 6. analyzing customer support 7. communicating with customers 8. making informed decisions 9. providing personal service 10. forecasting future events 11. comparing performance 12. seeing how user’s are helping 13. seeing how users are not helping 14. seeing how team members are helping 15. seeing how team members are not helping 16. identifying areas for improvement 17. getting actionable insights 18. getting real-time updates 19. improving customer satisfaction 20. increasing customer retention 21. increasing sales 22. reducing costs 23. increasing profit 24. increasing productivity 25. increasing employee satisfaction 26. increasing employee retention 27. improving employee performance 28. attracting talent 29. improving overall company culture 30. improving bottom line 31.
The combination of Autotask and Qlik Sense can be beneficial because it can help organizations in many different ways including saving money by helping companies to identify trends in data that helps them to reduce costs or increase profit. Another benefit is that it can help companies to communicate with customers better by showing customers their progress when dealing with an issue. The technpogy can also help customers to feel more satisfied when they know that someone cares about them. This technpogy can also help companies improve their bottom line by increasing their profits while decreasing their costs. This allows companies to attract better talent which will allow them to get better results. This technpogy can also help companies reduce risks by identifying potential problems quicker which will allow them to take steps to prevent problems from happening in the future.
The process to integrate Autotask and Qlik Sense 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.