Integrate Getform with Autotask

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About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

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

Explore quick connects

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Connect Getform + Autotask in easier way

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

  • Triggers
  • New Submission

    Triggers when new submission is received to a selected form.

  • 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 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 Getform & Autotask Integrations Work

  1. Step 1: Choose Getform 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 Getform to Autotask.

    (2 minutes)

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

Integration of Getform and Autotask

In this article, I will be discussing the integration of Getform and Autotask. In addition, I will also be discussing how the integration of these two software will help in the smooth running of a business.

Getform is a hosted service which provides real-time data cplection and document management for engineers, technicians, contractors, and sub-contractors. It has been used by more than 1 million users worldwide since it was first launched. Getform allows users to manage their projects whenever they are onsite or back at their office.

Autotask is an IT spution that helps organizations automate business processes, improve productivity, and increase profitability. It is an integrated IT spution that combines project management, customer support, service desk, assets management, and professional services automation into one platform. Autotask has more than 20 million users all over the world.

Integration of Getform and Autotask will allow for easier access of information. This integration will also help in improving the efficiency of both the companies. Integration will help Getform to use Autotask to track their projects and tasks. They can also use it to communicate with their customers. Autotask will also benefit because it will be able to provide integration to another software. Apart from that, there are many other benefits of the integration of Getform and Autotask. Getform’s invoice template will be available in Autotask. Customers can then use this template to create invoices easily. Customers can also view their open invoices using Autotask. If they have an Autotask account, they can pay their bills using this software too.

This integration will enable Getform users to set up ‘tickets’ directly from Getform by using Autotask API. This API will let customers request support directly from within Getform. This API will also enable customers to update their support requests directly from within Getform. The API integration will also let customers send Getform users alerts about updates to their support requests directly from within Autotask. The API integration will also allow customers to create support tickets directly from within Getform using Autotask API.

This API integration will help customers manage all their communications by using just one interface. Customers can now send emails through Autotask API, instead of sending it through Gmail or Yahoo Mail. They can also start chat sessions with Getform users straight from Autotask API. Customers can also send SMS messages to Getform users straight from Autotask API. Customer service personnel who are not comfortable working with email or chatting with clients can send SMS messages through Autotask API instead.

The API integration between Getform and Autotask will also allow customers to update their project information directly from within Autotask. This will save time for them as they do not have to enter the details again and again after each change in status of the project. They can simply update the status on their project details once and they do not have to enter the details again and again after each change in status of the project. Customers can also update their contacts directly from within Autotask by using API integration between Getform and Autotask. Each customer contact will be saved as a new record in Autotask and will be linked to the customer who created it in Getform. This integration allows customers to keep track of their contacts better as they do not have to save any information manually as everything will be updated automatically as soon as it is changed in Getform.

From the above discussion, we can come to the conclusion that integration of Getform and Autotask will benefit both businesses as well as their customers as it will help them maintain their records and documents better and more efficiently than before.

The process to integrate Getform 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 March 14,2023 02:59 pm