Gmail + Autotask Integrations
Appy Pie Connect allows you to automate multiple workflows between Gmail and Autotask
- No code
- No Credit Card
- Lightning Fast Setup
Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.
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.
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Best ways to Integrate Gmail + Autotask
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When this happens...
New Attachment
Then do this...
Create Account
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When this happens...
New Attachment
Then do this...
Create Ticket
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When this happens...
New Attachment
Then do this...
Create Time Entry
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When this happens...
New Attachment
Then do this...
Create Contact
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When this happens...
New Attachment
Then do this...
Create Ticket Note
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Gmail + Autotask without coding knowledge. Start creating your own business flow.
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New Attachment
Triggers whenever a new attachment is received (trigger is initiated once per attachment).
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New Email
Triggers when a new e-mail appears in the specified mailbox.
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New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
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New Labeled Email
Triggers when you receive a new email in a label.
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New Starred Email
Triggers everytime you receive a new email and Starmark it within two days.
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New Thread
Triggers every time a new thread starts.
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New Account
Triggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Task
Triggers when a updated task is found.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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Create Draft
Draft a new email message(but don't send).
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Create Label
Creates a new label.
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Send Email
Draft a new email message & send it.
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
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How Gmail & Autotask Integrations Work
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Step 1: Choose Gmail as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Autotask as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Gmail to Autotask.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Gmail and Autotask
Gmail is a free web-based email service provided by Google and Autotask is a cloud based software company that offers cloud-based project management and accounting software.In this article, I will discuss the integration of Gmail and Autotask and how it has changed my life for the better.
As a service provider, Autotask offers cloud-based project management and accounting software. The software allows users to manage time, tasks, projects, invoices and more.In addition to the regular features, Autotask provides tops for tracking time and managing expenses.The system also offers an add-on named Autotask Connector that integrates with other applications such as Gmail. The add-on allows users to send out mass emails to all the contacts in their address books. This feature helps users to stay in touch with their customers directly from within the Autotask application.Autotask provides a mobile app for Android, Windows and iOS platforms. It also provides a desktop client for Mac OS X and Windows platform.Another benefit of Autotask Connector is that it allows users to send out mass emails to all the contacts stored in their Gmail accounts. The messages are sent out without the need of manually creating a contact list or typing each email address individually.Users can also attach files to the messages sent from their Autotask accounts. This is done by clicking on the "attach file" button present under "Options" tab available in the Autotask email editor window.Also, since Autotask and Gmail both have separate spaces for storing emails, users can attach an unlimited number of files to their emails without clogging up space on their devices.Autotask also enables users to set up reminders for upcoming events either through email or SMS. To do so, users need to click on "Reminders" tab fplowed by "New Reminder". They can then enter details such as date and time, reminder text and whether they want to receive reminders via email or SMS. Users can also choose which contacts they want to receive these reminders from their Gmail account.Autotask Connector also sends out reminders for bills, invoices, expenses etc right into your inbox automatically thereby allowing users to remain on top of their finances.
I have used Autotask Connector for several years now and it has helped me tremendously in managing my business properly. In my opinion, if you are considering using cloud-based software for your business then I would highly recommend you give Autotask a try.
The process to integrate Gmail 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.
