Integrate Customerly with Autotask

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

Autotask Integrations
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Best Customerly and Autotask Integrations

  • Customerly  Integration Autotask Integration

    Customerly + Autotask

    Create Account to Autotask from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Autotask Integration Create Account
  • Customerly  Integration Autotask Integration

    Customerly + Autotask

    Create Ticket to Autotask from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Autotask Integration Create Ticket
  • Customerly  Integration Autotask Integration

    Customerly + Autotask

    Create Time Entry to Autotask from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Autotask Integration Create Time Entry
  • Customerly  Integration Autotask Integration

    Customerly + Autotask

    Create Contact to Autotask from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Autotask Integration Create Contact
  • Customerly  Integration Autotask Integration

    Customerly + Autotask

    Create Ticket Note to Autotask from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Autotask Integration Create Ticket Note
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Customerly + Autotask in easier way

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & Autotask Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Autotask.

    (2 minutes)

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

Integration of Customerly and Autotask

Customerly

Customerly is a customer relationship management software that integrates with Autotask so that it allows for an easy integration of CRM and Autotask.

Autotask

Autotask is a software designed for small and medium businesses as well as IT professionals. The platform helps in managing projects as well as the overall workflow.

Integration of Customerly and Autotask

Integration of Customerly and Autotask is a new feature that was launched by the company. It allows for a better workflow of the business. By using Customerly, you can create a single view of your customer, pipeline, and contacts from different channels. This allows for an efficient workflow of the business. Autotask helps in managing projects, tasks, and timekeeping. You can also track key performance indicators (KPI. through the same platform. These two applications make it easier for businesses to manage their day to day activities. Both of these applications are connected through the API, which is the interface that connects the two applications.

Benefits of Integration of Customerly and Autotask

You can access both applications using one interface only which eliminates the need of switching between different interfaces. You can also access all the information related to clients, leads, contacts, opportunities, tasks, projects, time tracking, etc. through this platform. It also allows you to monitor sales activities through real-time data updates. You can directly update the data into the system without any hassle thus saving your time and effort. You can also use this platform for forecasting sales activities as well as for managing contracts and agreements.

Through integration of Customerly and Autotask, you can manage clients and leads along with your pipeline, contacts, opportunities, tasks, projects, time tracking, etc. It will help you to manage your sales activities in an effective manner. Integration of these two applications will help you to create an efficient workflow of your business.

The process to integrate Customerly 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.