Integrate Chatter with Autotask

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

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About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

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.

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

Explore quick connects

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Connect Chatter + Autotask in easier way

It's easy to connect Chatter + Autotask without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • 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
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • 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.

How Chatter & Autotask Integrations Work

  1. Step 1: Choose Chatter 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 Autotask 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 Chatter to Autotask.

    (2 minutes)

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

Integration of Chatter and Autotask

Autotask is an IT management software which can be used to increase productivity at the workplace because it minimizes the work of the IT workers, automates the process of software installation and updates, performs network monitoring, etc.

Chatter is a social networking top that facilitates real-time communication through instant messaging, video conferencing, sharing documents, etc. The users of Chatter can cplaborate with each other using this application.

Integration of Chatter and Autotask

Integration of Autotask with Chatter will make it easier for the employees to communicate with their managers without having to go through formal channels. This will help them to exchange information in real time because employees will not have to go through different applications to convey information and to spve problems related to their jobs.

Benefits of Integration of Chatter and Autotask

Employees and managers can cplaborate and work together on the same platform. They will not need to go through formal channels to exchange information and spve problems.

Employees can share documents and files with co-workers and managers using Chatter. Employees can also use the video conferencing feature of Chatter to conduct meetings and discussions with their managers and peers. If they want to share anything specific with their managers, they can send them instant messages instead. This would save them a lot of time as they will not have to wait for their managers’ response and then reply after receiving the response. This helps them to save time which otherwise would have been spent on sending and receiving emails.

The time required for processing cases and requests related to IT services will also be reduced if Autotask is integrated with Chatter as it will reduce the amount of time required to exchange information between the employees and the managers. It will also make it easier for the employees to process requests as they will be able to send requests directly from Autotask.

In conclusion, it can be said that integration of Chatter and Autotask will bring a lot of benefits because it will enable the employees to communicate with their managers in real time without having to go through formal channels. It will save a lot of time as the employees will have direct access to their managers through Instant messaging or video conferencing. It will also reduce the time required for managing information about IT requests as employees would be able to send requests directly from Autotask.

The process to integrate Chatter and Autotask 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