Integrate Intercom with Autotask
Appy Pie Connect allows you to automate multiple workflows between Intercom and Autotask
- No code
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- Lightning Fast Setup
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
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When this happens...
New User
Then do this...
Create Account
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When this happens...
New User
Then do this...
Create Ticket
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When this happens...
New User
Then do this...
Create Time Entry
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When this happens...
New User
Then do this...
Create Contact
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When this happens...
New User
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 Intercom + Autotask without coding knowledge. Start creating your own business flow.
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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).
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New Conversation
Triggers when a new conversation is created by a user in Intercom.
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New Lead
Triggers when a new Lead is created.
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New User
Triggers when a new user is created.
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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/Update Lead
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
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Create/Update User
Update a user within Intercom given their e-mail address.
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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.
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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 Intercom & Autotask Integrations Work
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Step 1: Choose Intercom 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 Intercom 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 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.
