Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.
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.Autotask Integrations
It's easy to connect Nutshell + Autotask without coding knowledge. Start creating your own business flow.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person is created.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Nutshell is a third party software which specializes in managing customer service and support operations, it was founded in 2000 by James Harshaw and Jack Abraham. It is a cloud based software which allows you to manage your customer support and service operations.
Autotask is an online business management platform for IT and technpogy businesses. It was founded in 1996 by James Harshaw, the same person who founded Nutshell. Autotask offers a number of features which are considered very essential for IT businesses for example, it provides an inventory management system, project management and enterprise resource planning.
Nutshell offers a number of features which can be integrated with Autotask. For example, using Nutshell you can access detailed information about your clients who are using Autotask, this gives you an opportunity to understand their projects better. You can also use Nutshell to monitor your Autotask interactions, for example, you can use it to pay attention to any new Autotask activities and ensure that your team provides feedback or respond accordingly. You can also use it to post comments on Autotask activities as well as create automated email reminders based on these activities.
Nutshell allows you to access all the information needed to do better customer support and service while integrating with Autotask. You always have an option to choose between Nutshell and Autotask when it comes to customer support and service because they both offer an excellent customer experience. You can compare their services by visiting their websites or checking out reviews online before deciding which one you will use.
Nutshell and Autotask integration comes with a number of benefits which include;
Customer satisfaction is one of the core goals of any organization, ensuring that your customers are satisfied with the services you provide helps you build a great reputation for your company. The integration of Nutshell and Autotask helps you provide the best customer experience possible by managing your customer service and support operations in a more effective manner.
By using Nutshell and Autotask integration you can easily manage your customer service operations in a more efficient way than ever before. You can create customized workflows which allow you to handle your customer support operations in a more efficient manner and ensure that your team responds to all the issues reported by your customers within a short period of time.
The process to integrate Nutshell 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.