Integrate Google Docs with Autotask

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About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

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

Explore quick connects

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Connect Google Docs + Autotask in easier way

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

  • Triggers
  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • 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 Google Docs & Autotask Integrations Work

  1. Step 1: Choose Google Docs 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 Google Docs to Autotask.

    (2 minutes)

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

Integration of Google Docs and Autotask

Google Docs

Google Docs is a free web-based office suite that allows users to create and edit documents, spreadsheets, and presentations online. It is the next generation of Google’s Writely application which Google acquired in March 2006. The advantage that Google Docs has over Microsoft Office is that it lets you store data and documents on the internet instead of storing them in your local hard drive. With this new platform, you can access your documents anywhere at any time as long as you have an internet connection.


Autotask is a cloud-based business management software that helps organizations manage all their business processes in one place. It can be used for marketing, sales, service, accounting and human resources functions, as well as project management. It can also be used to keep track of sales leads, manage projects, and send newsletters.

Integration of Google Docs and Autotask

Google Docs and Autotask are two software applications that are getting better together. The integration of these two apps creates a perfect combination for companies who work with multiple devices and cplaborate with other people in making decisions. The integration of these two applications allows the user to seamlessly move between them without losing any important information.

The integration can be done in three ways:

  • Google Docs – Autotask Integration via Appy Pie Connect App Linking – This integration allows data transfer from Autotask to Google Docs and vice versa through a web app link. The data integration happens via the Autotask API. This integration requires an Autotask account (free or paid), Autotask API key, and Appy Pie Connect account.
  • Google Apps – Autotask Integration via Add-on – The integration can also be done by using a free add-on developed by Autotask called “Autotask Add-on for Google Apps”. This integration allows you to automatically sync data between Autotask and Google Apps using Appy Pie Connect. The integration requires Autotask account (free or paid.
  • Google Calendar – Autotask Integration via Appy Pie Connect App Linking – This integration allows the user to schedule appointments in Autotask from Google Calendar and vice versa through a web app link. The data integration happens via the Appy Pie Connect API. This integration requires a Google Calendar account (free or paid.

Benefits of Integration of Google Docs and Autotask

  • Easy Access to Documents – As mentioned above, the integration of Google Docs and Autotask allows the user to access their documents anywhere at any time as long as they have an internet connection. They don’t have to worry about backing up their files because everything will be stored in the cloud instead of their local hard drive. They will also avoid the hassle of transferring files from one device to another because everything has been saved online.
  • Easy Communication – With this integration, the user doesn’t have to go through the hassle of moving files from one device to another anymore because everything is accessible via Google Docs or Web App Linking. They are also able to easily communicate with other team members since they can now send emails through their email id or LinkedIn accounts. They don’t have to worry about losing important emails because all their emails will be stored in Gmail or G Suite (formerly known as Google Apps. They are also able to respond to emails right away since they don’t have to worry about opening different applications just to reply back to emails sent by their clients or cpleagues. If they need more information regarding an email, they can easily open the same document in Google Docs through a web app link or via Google Apps – Autotask Integration (see Section I.
  • Enhanced Security – One of the perks of using cloud services is the enhanced security provided by them. With this integration, the user will be able to protect their files from external threats since their files are stored online instead of their local hard drive. They will also get early notification of external threats since cloud services are constantly monitored for any changes in behavior or activity on their servers. All of these processes are done by cloud service providers without any additional cost for the user which means that they don’t have to spend more money on security measures without sacrificing any features of their chosen service provider. The only thing that they have to do is trust their service provider to protect their valuable data and files.

The process to integrate Google Docs 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 29,2023 02:06 pm