Integrate Freshdesk with Autotask

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

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About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

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 Freshdesk + Autotask quick connects for faster integration? Here’s our list of the best Freshdesk + Autotask quick connects.

Explore quick connects

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Connect Freshdesk + Autotask in easier way

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

  • Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is 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 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
  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • 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 Freshdesk & Autotask Integrations Work

  1. Step 1: Choose Freshdesk 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 Freshdesk to Autotask.

    (2 minutes)

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

Integration of Freshdesk and Autotask

  • Freshdesk and Autotask are cloud based customer support management platforms. Freshdesk allows companies to manage their customer support in a simple yet powerful way. It is an easy to use, low cost, feature rich software. Freshdesk is used by small businesses and large enterprises as well.
  • Autotask is another cloud based customer support management platform. It allows users to manage their customers with ease. It allows users to schedule activities, send emails, create workflows and much more.
  • Integration of Freshdesk and Autotask
  • Freshdesk is one of the best customer support software. It allows users to manage their customers in a very efficient way. For example, if a customer has raised a ticket for a query which needs to be spved immediately, the administrator can move that ticket to the top of the queue. The administrator can also convert this ticket into a task which can be assigned to a particular employee. This helps employees in managing their time and makes sure they are not wasting their time on tasks which are not their priority.

    Autotask is also a good customer support software. It allows users to manage their customer support tasks efficiently. For example, Autotask allows users to create tasks, assign them to employees and monitor the status of those tasks. Moreover, it also allows users to create workflows which need to be fplowed for each task. For example, if an employee needs to spve an issue raised by a customer, he/she needs to fplow the workflow created by the administrator. If the employee does not fplow the workflow, then he/she will be penalized for it and will not get his/her salary for that day. Thus, fplowing the workflow helps employees in performing their job efficiently and quickly.

  • Benefits of Integration of Freshdesk and Autotask
  • Integration of Freshdesk and Autotask will allow users to manage all their customer support tasks easily and efficiently. For example, integration of these two softwares will help administrators in creating workflows which need to be fplowed for every task. Thus, integration of Freshdesk and Autotask will help them to improve their efficiency and performance significantly. This will also help them in saving time on redundant tasks which did not require their attention or effort. In short, integration of these two softwares will benefit both the companies using it as well as the customers who are served by the companies using them.

    In conclusion, integration of Freshdesk and Autotask will allow users to manage all their customer support tasks easily and efficiently. This will also help them in saving time on redundant tasks which did not require their attention or effort.

    The process to integrate Freshdesk and Amazon SQS 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 February 01,2023 11:04 am