Integrate Autotask with Tookan

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

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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 Tookan

Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.

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

Explore quick connects
Connect Autotask + Tookan in easier way

It's easy to connect Autotask + Tookan 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.

  • New Task

    Trigger when new task 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.

  • Add Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

How Autotask & Tookan 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 Tookan 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 Tookan.

    (2 minutes)

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

Integration of Autotask and Tookan

Autotask?

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?

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.

Integration of Autotask and Tookan

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!

The process to integrate Autotask and Tookan 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.

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