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.
Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.
It's easy to connect Autotask + Tookan without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Trigger when a new contract created.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Trigger when new task created.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Adds a new agent
Create a new customer.
Create a Delivery Task
Create a Pick and Delivery Task.
Creates a pick task.
Create an Appointment Task
Create an FOS Workflow Task.
Autotask is one of the most successful and prominent IT management software providers. They offer a variety of services and products, which gives them an unrivaled position in the IT industry. They provide Software as a Service (SaaS), which is a more convenient and cost-effective spution than traditional software products and services.
Tookan is a company that provides IT support and consulting services. One of their services is an Autotask integration, which allows seamless communication between the two software programs. This integration helps to improve overall productivity and saves time and money.
The integration of Autotask and Tookan can be accomplished both manually and automatically. The manual way requires you to connect the two programs by yourself, while the automatic method requires no action from your end. You can choose either method depending on your preferences.
You can connect manually if you are using the Professional edition of Autotask, while if you are using the SaaS version you can use the automatic integration. This is because the SaaS version of Autotask already has an integration with Tookan.
Automatic Integration Process
If you are using the SaaS version of Autotask, you do not have to worry about connecting it to Tookan. The two programs are already integrated with each other, so there is no need for any further action from your side. All you have to do is log in to your Autotask account and start using it. This way you can enjoy all the advantages of using both Autotask and Tookan together.
Manual Integration Process
If you are using the Professional edition of Autotask, you will have to manually connect it to Tookan. If you are not familiar with this process, you may find it difficult to complete it successfully. However, it is not that hard once you get used to it. You will need to perform the fplowing steps:
Create an API key in Tookan; Log in to your Autotask account; Go to Settings; Choose “Integrations”; Choose “New Integration”; Select “Tookan”; Enter your API key; Click “Save Integration”; Enjoy using the integration!
In conclusion, I would like to emphasize once again that if you use the SaaS version of Autotask, there is no need to worry about connecting it to Tookan. All you need to do is log in to your account and start using it!
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