Integrate Autotask with SMS By Connect

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

  • No code
  • No Credit Card
  • Lightning Fast Setup

20 Million work hours saved

Award Winning App Integration Platform

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 SMS By Connect

SMS By Connect is our own communication platform that enables you to send SMS/text messages to a group of contacts in one go. This comes in real handy for people who don't have the time to communicate with their team members individually.

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

Explore quick connects
Connect Autotask + SMS By Connect in easier way

It's easy to connect Autotask + SMS By Connect 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 Contract

    Trigger when a new contract created.

  • 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.

  • 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.

  • Send SMS Message

    Send an SMS message to Selected Contacts

How Autotask & SMS By Connect 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 SMS By Connect 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 SMS By Connect.

    (2 minutes)

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

Integration of Autotask and SMS By Connect

Autotask is a software company that specializes in customer service and sales automation. It offers software to help businesses manage their customer relations, which includes call tracking, email tracking, lead management, and reporting features. SMS By Connect is an integration of Autotask and the best SMB SMS gateway vendor for marketing, sales, and support. With this integration, businesses can send text messages from Autotask's Customer Relationship Management (CRM. system or other applications that interface with Autotask.The SMS by Connect application allows users to send and receive text message via mobile phone. Users can send as many as 200 text messages per month for free. You can send unlimited texts to any mobile number with an open rate of 100 percent. The service supports both SMS and MMS. The service also features a "follow-me" function where a business can get text messages from a particular cell phone even if the phone is switched off.

    Integration of Autotask and SMS By Connect

SMS By Connect integrates with Autotask by providing all Autotask customers with a unique short code allowing them to send text messages from their Autotask's CRM system or other applications that interface with Autotask. This short code will be set up during SMS configuration by the SMS By Connect team.This short code along with an API key is required to send and receive messages through SMS By Connect. This API key provides full integration between Autotask and SMS By Connect including client programmable interfaces.

    Benefits of Integration of Autotask and SMS By Connect

Autotask has a number of benefits that are realized through its integration with SMS by Connect. Some of these benefits include.

  • Improved Customer Service
  • Better Lead Generation
  • Company Branding
  • Increased Sales
  • Enhanced Business Growth

The process to integrate Autotask and SMS By Connect 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm