Integrate Nutshell with Autotask

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

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About Nutshell

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

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.

Autotask Integrations
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Best Nutshell and Autotask Integrations

  • Nutshell Integration Autotask Integration

    Nutshell + Autotask

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

    Nutshell + Autotask

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

    Nutshell + Autotask

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

    Nutshell + Autotask

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

    Nutshell + Autotask

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

    Nutshell + {{item.actionAppName}}

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

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

    Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person 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 Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • 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 Nutshell & Autotask Integrations Work

  1. Step 1: Choose Nutshell 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 Nutshell to Autotask.

    (2 minutes)

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

Integration of Nutshell and Autotask

Nutshell

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

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.

Integration of Nutshell and Autotask

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.

Benefits of Integration of Nutshell and Autotask

Nutshell and Autotask integration comes with a number of benefits which include;

  • Increased Customer Satisfaction:

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.

  • Improved Customer Service Operations:

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.