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
It's easy to connect Email By Connect + Autotask 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.
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.
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.
ConnectWise and Autotask are both business application software. They are used for managing, automating and tracking the activities of the company.
Autotask is a system of management, which helps in tracking employee tasks and also manages revenue and billing. It also tracks the expenses incurred. Essentially it is an inventory management software that will help in managing company’s assets.
Email By Connect is an email marketing program. It has different features like creating email templates, customizable email content, tops to track the effectiveness of emails, etc. It also connects with Autotask through API where it can communicate with Autotask database to tell what kind of work is pending in the company. Thus integrating Email By Connect with Autotask can make things easier for users of both products.
Both Email By Connect and Autotask are business application software; thus they will be integrated using API (Application Programming Interface. This integration will help in addressing the fplowing problems.
The process to integrate Email By Connect 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.