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Autotask + Colligso TextIn Integrations

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

  • No code
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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 Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

Colligso TextIn Integrations

Best ways to Integrate Autotask + Colligso TextIn

  • Autotask Colligso TextIn

    Autotask + Colligso TextIn

    Get Permission in textin when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Colligso TextIn Get Permission
  • Autotask Colligso TextIn

    Autotask + Colligso TextIn

    Create Customer to textin from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Colligso TextIn Create Customer
  • Autotask Colligso TextIn

    Autotask + Colligso TextIn

    Create Order to textin from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Colligso TextIn Create Order
  • Autotask Colligso TextIn

    Autotask + Colligso TextIn

    Get Permission in textin when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Colligso TextIn Get Permission
  • Autotask Colligso TextIn

    Autotask + Colligso TextIn

    Create Customer to textin from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Colligso TextIn Create Customer
  • 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 + Colligso TextIn in easier way

It's easy to connect Autotask + Colligso TextIn 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.

    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 Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

How Autotask & Colligso TextIn 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 Colligso TextIn 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 Colligso TextIn.

    (2 minutes)

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

Integration of Autotask and Colligso TextIn

Autotask is a client management software that provides a complete IT solution. It helps to manage and streamline the business of an organization. Autotask facilitates small and large businesses including Fortune 500 organizations. In addition, Autotask has a customer base of over 75000 customers.

In comparison, Colligso TextIn is a text messaging service that is used for communicating with clients, employees and customers. One of the important features of Colligso TextIn is that it provides information via SMS, email and voice calls to a mobile device. The main goal of Colligso TextIn is to provide information to the end user in their preferred channel.

In this article, I will discuss how Autotask can integrate with Colligso TextIn to serve customers better.

Autotask has integrated its services with Colligso TextIn by providing two-way integration. With this integration, the information that is stored in Colligso TextIn is updated into Autotask as well. This ensures that the data is synchronized between both systems. In addition, the information in Colligso TextIn can be accessed through Autotask’s mobile app. This provides convenience for customers who want to access information on the go. Therefore, all the information from Colligso TextIn can be retrieved from Autotask.

The integration of Colligso TextIn and Autotask is beneficial for the customers because they can communicate with their clients via text messages. This way, they do not have to call them or wait for long periods of time until they reply back. Another benefit of having this integration is that customers can use a single platform for managing multiple products. There are multiple customer service applications available in the market today. However, the integration of Colligso TextIn and Autotask enables customers to use one application for integrating multiple products that are offered by both companies. A custom integration is possible using this integration service.

From my understanding of both Autotask and Colligso TextIn, I conclude that there should be a two-way integration between them. This way, there will be proper synchronization and exchange of information between both systems. The integration of Autotask and Colligso TextIn will provide ease of use to the customers as they will not have to switch between applications to get desired information.

The process to integrate Autotask and Colligso TextIn 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.