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Integrate Intercom with Autotask

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

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About Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

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 Intercom + Autotask

  • Intercom Integration Autotask Integration

    Intercom + Autotask

    Create Account to Autotask from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Autotask Integration Create Account
  • Intercom Integration Autotask Integration

    Intercom + Autotask

    Create Ticket to Autotask from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Autotask Integration Create Ticket
  • Intercom Integration Autotask Integration

    Intercom + Autotask

    Create Time Entry to Autotask from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Autotask Integration Create Time Entry
  • Intercom Integration Autotask Integration

    Intercom + Autotask

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

    Intercom + Autotask

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

    Intercom + {{item.actionAppName}}

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

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

    Triggers
  • New Closed Conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

  • 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
  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

  • 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 Intercom & Autotask Integrations Work

  1. Step 1: Choose Intercom 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 Intercom to Autotask.

    (2 minutes)

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

Integration of Intercom and Autotask

Intercom?

Intercom is a customer support product that is used to manage communication between clients and companies. It can be used via website, apps, or email. It was founded in 2011 by Eoghan McCabe and Des Traynor. The company has offices in San Francisco and Dublin. Intercom is used by companies like Uber, Foursquare, Evernote, and Dropbox (“Intercom”.

Autotask?

Autotask is a software for business management. It combines CRM, project management, service management, accounting, sales order processing, help desk management, and IT asset management into one system. It helps to plan projects, schedule appointments, and create quotes (“Autotask”.

Integration of Intercom and Autotask

In order to understand the benefits of integrating Intercom and Autotask, first we need to understand the differences between the two companies. Intercom is used for communication with users online while Autotask is used for back office activities such as project management and quoting. The integration of the two companies will allow for a unified experience for the user between the company’s support platform and back office platform. For example, if a company uses Intercom to talk with customers online about their problems then when they try to look up their contacts on Autotask they will already be able to see what was discussed online which could be very helpful for them. This integration makes it easier for them to communicate with customers without having to use more than one platform.

Benefits of Integration of Intercom and Autotask

The benefits of integrating Intercom and Autotask include. better communication with customers, saving time on emails, and less trouble with different platforms. Having a unified platform makes it easier for customers to contact businesses because it eliminates the need for the customer to use multiple platforms. The integration also helps save time for both parties since there won’t be two different platforms that must be used. If the integration is done well then it will make communication easier between the two parties. There will also be less trouble with different platforms because there will only be one system to use instead of two.

In conclusion, integrating Intercom and Autotask would make it easier for customers to contact businesses because it eliminates the need for the customer to use multiple platforms. The integration also helps save time for both parties since there won’t be two different platforms that must be used. If the integration is done well then it will make communication easier between the two parties. There will also be less trouble with different platforms because there will only be one system to use instead of two.

The process to integrate Intercom 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.