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  1. App Directory
  2. Autotask
  3. Integrations
  4. Siteleaf

Autotask + Siteleaf Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Autotask Integrations
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 Siteleaf

Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.

Siteleaf Integrations

Best ways to Integrate Autotask + Siteleaf

  • Autotask Siteleaf

    Autotask + Siteleaf

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

    Autotask + Siteleaf

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

    Autotask + Siteleaf

    Create Page to Siteleaf from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Siteleaf Create Page
  • Autotask Siteleaf

    Autotask + Siteleaf

    Create Document to Siteleaf from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Siteleaf Create Document
  • Autotask Siteleaf

    Autotask + Siteleaf

    Create Page to Siteleaf from New Ticket in Autotask Read More...
    Close
    When this happens...
    Autotask New Ticket
     
    Then do this...
    Siteleaf Create Page
  • 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 + Siteleaf in easier way

It's easy to connect Autotask + Siteleaf 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 Collection

    Triggered when a new collection is created.

  • New Document

    Triggered when a new document is created.

  • New Page

    Triggered when a new page is created.

  • New Site

    Triggered when a new site 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 Document

    Creates a new document.

  • Create Page

    Creates a new page.

Show All

How Autotask & Siteleaf 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 Siteleaf 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 Siteleaf.

    (2 minutes)

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

Integration of Autotask and Siteleaf

Autotask?

Autotask is an all-in-one business management software, which allows its users to create and manage customers, leads, and sales opportunities. The top also provides a platform for the project management and time tracking of the company’s employees.

Siteleaf?

Siteleaf is a content management system (CMS. that allows its users to create, update and change websites quickly and easily. It includes many options such as creating new pages or deleting pd ones. Siteleaf also includes an option to add, edit and delete images.

Integration of Autotask and Siteleaf

Autotask and Siteleaf can be integrated in various ways:

  • Adding your Autotask projects to Siteleaf. you can add your projects to Siteleaf by connecting your Autotask account with your Siteleaf account. This way you will be able to add new team members, assign tasks and share documents on your website.
  • Adding your Siteleaf blog to Autotask. this way you will be able to add articles from your blog directly to your Autotask projects. By doing so, you can save time because you don’t have to write the same information twice.
  • Adding your contacts from Siteleaf to your Autotask accounts. this feature allows you to sync your contacts from Siteleaf with your Autotask account. You will be able to see their contact information in Autotask, so it will be easier for you to fplow up with them.
  • Adding your tasks from Autotask to your Siteleaf site. this feature allows you to sync the tasks from Autotask with your website. When you are working on a task in Autotask, it will appear on your website as well, so your team members can see what they are working on at any given time.
  • Adding your leads from Autotask to your Siteleaf site. this feature allows you to sync leads from Autotask with your website. When you are working on a lead in Autotask, it will appear on your website as well, so your team members can see what they are working on at any given time.
  • Adding team members from Autotask to your Siteleaf site. this feature allows you to sync team members from Autotask with your website. When you are working on a team member in Autotask, it will appear on your website as well, so your team members can see what they are working on at any given time.

The process to integrate Autotask and Siteleaf 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.