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EngageBay + Autotask Integrations

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

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About EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

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 ways to Integrate EngageBay + Autotask

  • EngageBay Autotask

    EngageBay + Autotask

    Create Account to Autotask from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Autotask Create Account
  • EngageBay Autotask

    EngageBay + Autotask

    Create Ticket to Autotask from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Autotask Create Ticket
  • EngageBay Autotask

    EngageBay + Autotask

    Create Time Entry to Autotask from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Autotask Create Time Entry
  • EngageBay Autotask

    EngageBay + Autotask

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

    EngageBay + Autotask

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

    EngageBay + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • 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 Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • 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 EngageBay & Autotask Integrations Work

  1. Step 1: Choose EngageBay 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 EngageBay to Autotask.

    (2 minutes)

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

Integration of EngageBay and Autotask

Autotask is an online ticketing and customer support software. It is used by many businesses to track their service tickets. EngageBay is a help desk software that allows you to manage your customer’s tickets, emails, and phone calls in one location. The integration of EngageBay and Autotask will allow ticket management and customer support to be done in the same place. This is important because it reduces the amount of work required for staff to manage their customer support needs.

Both EngageBay and Autotask have their own benefits, but when they are integrated together it provides even more benefits than the two products separately. One benefit of using the EngageBay and Autotask integration is that you can use EngageBay to communicate with customers. This makes it easier for customers to communicate with their business. It also helps keep the business organized because all of your customer contact information is in one place. Another benefit of the integration is that you can transfer data from one system to another. If you need to transfer data from one system to another this integration will make it easier. This helps keep the organization running smoothly because there is less work for staff members. Another benefit of the integration is that the integration will help improve a business’s customer service. When customers use your help desk software they can see what other customers have asked about. By seeing what other customers have asked you will be able to provide better customer service. This is helpful because asking questions cannot only be a time consuming task but also a frustrating one as well. By providing better customer service you will make your customers happier which will encourage them to come back again.

EngageBay and Autotask integration provides many benefits to a company. One of these benefits is that it can help improve a businesses’ customer service. By improving customer service you will be able to keep your customers happy and encourage them to come back again. Another benefit is that the integration helps reduce the amount of work that needs to be done by staff members. This means that staff members will have more time to do other tasks that need done instead of having to worry about managing tickets. Another benefit of this integration is that you can manage your customer support in one place which makes it easier for your customers to get connected with you. There are many benefits of this integration, but these are just a few of the many benefits that businesses stand to gain from this integration.

The process to integrate EngageBay 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.