Integrate Autotask with SMS By Connect

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

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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 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.

Autotask + SMS By Connect Quick Connects

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

Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick SMS By Connect as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Autotask to SMS By Connect.

(2 minutes)
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.