Integrate Autotask with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between Autotask and Salesmate.io

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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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best Autotask and Salesmate.io Integrations

  • Autotask Integration Salesmate.io Integration

    Autotask + Salesmate.io

    Create Contact to Salesmateio from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Salesmate.io Integration Create Contact
  • Autotask Integration Salesmate.io Integration

    Autotask + Salesmate.io

    Create Company to Salesmateio from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Salesmate.io Integration Create Company
  • Autotask Integration Salesmate.io Integration

    Autotask + Salesmate.io

    Create Deal to Salesmateio from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Salesmate.io Integration Create Deal
  • Autotask Integration Salesmate.io Integration

    Autotask + Salesmate.io

    Create Activity to Salesmateio from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Salesmate.io Integration Create Activity
  • Autotask Integration Salesmate.io Integration

    Autotask + Salesmate.io

    Update Contact in Salesmateio when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Salesmate.io Integration Update Contact
  • Autotask Integration {{item.actionAppName}} Integration

    Autotask + {{item.actionAppName}}

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

It's easy to connect Autotask + Salesmate.io 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.

  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Autotask & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Autotask and Salesmate.io

Autotask

Autotask is a provider of software for small and medium sized businesses. The company was founded in 1989 by a group of engineers from IBM, Microsoft and HP. In addition to their headquarters in the United States, they have offices in the United Kingdom, Australia, France, Germany, Netherlands and Spain.

The company offers technpogy for CRM and business management. They also provide support for cloud computing, project management, accounting and email management.

They have over 450,000 customers throughout the world. Their software can be used on smartphones and tablets via mobile app, which allows users to track critical data through voice, text or email.

Salesmate.io

Salesmate.io is an online sales platform that helps companies manage orders with greater ease. The company was created by a group of professionals who are experts in programming, IT and marketing.

Integration of Autotask and Salesmate.io

Autotask has partnered with Salesmate.io to offer its customers a more complete spution for selling products online. Through the integration of these two platforms, customers can perform sales activities quickly and easily. Salesmates will also allow Autotasks users to add new sales information to the system without going through additional steps. This means that orders can be automatically transferred from Salesmate to Autotask and vice versa.

Benefits of Integration of Autotask and Salesmate.io

The integration of Autotask and Salesmate allows companies to save time spent on managing orders. More time can be devoted to production, marketing and customer service. Users can also create reports and export them in different formats to view the status of each order at any time. For example, companies can see how many products have been spd during certain months or years.

The integration of Autotask and Salesmate will help companies to improve their business processes. This not only leads to savings in time and effort but also improves the quality of their services and products.

The process to integrate Autotask and Salesmate.io 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.