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Integrate Paypal with Autotask

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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About Paypal

PayPal is an online payment service that lets you send payments quickly and securely online using a credit card or bank account. It is the quicker, safer way to pay and get paid online, in stores and more.

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 Paypal and Autotask Integrations

  • Paypal Integration Autotask Integration

    Paypal + Autotask

    Create Account from Autotask from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Autotask Integration Create Account
  • Paypal Integration Autotask Integration

    Paypal + Autotask

    Create Ticket from Autotask from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Autotask Integration Create Ticket
  • Paypal Integration Autotask Integration

    Paypal + Autotask

    Create Time Entry from Autotask from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Autotask Integration Create Time Entry
  • Paypal Integration Autotask Integration

    Paypal + Autotask

    Create Contact from Autotask from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Autotask Integration Create Contact
  • Paypal Integration Autotask Integration

    Paypal + Autotask

    Create Ticket Note from Autotask from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Autotask Integration Create Ticket Note
  • Paypal Integration {{item.actionAppName}} Integration

    Paypal + {{item.actionAppName}}

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

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

    Triggers
  • Refunded Sale

    Only refunded payments trigger this.

  • Successful Sale

    Only successfully payment data trigger this.

  • 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
  • Add tracking information

    Add tracking information with or without tracking numbers

  • Create Draft Invoice

    Creates a draft invoice.

  • Create Order

    Creates an order

  • Send invoice

    Sends or schedules an invoice, by ID, to be sent to a customer.

  • 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 Paypal & Autotask Integrations Work

  1. Step 1: Choose Paypal 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 Paypal to Autotask.

    (2 minutes)

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

Integration of Paypal and Autotask

Paypal is a global electronic payment company with operations in more than 200 countries and 25 currencies. It is a global e-commerce business allowing payments and money transfers to be made through the Internet.

Autotask is an online project management and service desk spution for IT professionals who need to manage their day-to-day projects and customer relationships.

Integration of Paypal and Autotask will make financial transactions more efficient and secure for both online merchants and customers. Autotask’s suite of products can connect directly to Paypal’s ‘Express Checkout’ option, allowing merchants to accept Credit Card payments without the need for additional software. This reduces both merchant costs and the amount of time it takes them to process payments, making Paypal a perfect fit for an Autotask user.

Integration of Paypal and Autotask will allow online merchants to accept payments via credit cards and maintain records of invoices, purchases, quotes and expenses at one central location. The integration also allows customers to access the integrated systems through a single login. Payments can be received using paypal or credit cards.

With the integration, users on the Autotask platform can install a plugin called ‘Express Checkout’, which allows them to accept payments using Paypal accounts. The plugin automatically configures the merchant’s Paypal account, enabling them to accept payments without any additional software.

Merchants have the option to integrate all their data from Autotask into Paypal at once, or they can choose to use Paypal as a standalone module that connects directly with Autotask. Integration with Paypal can be done at the account level or at the project level. In either case, what is integrated between the two systems is the actual data.

Merchants who want to send messages regarding orders, sales, or other activities that require more personal attention can be connected with customers directly through their Autotask account. Customers can then receive instant notifications regarding order statuses, customer service inquiries or other related activities simply by logging into their Autotask account. This saves time and reduces unnecessary phone calls since customers can get everything they need and respond within their Autotask account.

Integration of Paypal and Autotask will provide many benefits to both merchants and customers. For merchants, accepting credit card payments directly from their Autotask accounts will give them complete contrp over all aspects of their business transactions. They will also be able to track and manage customer support inquiries directly within their Autotask account, reducing unnecessary phone calls and emails. For customers, having the ability to check order status and respond to customer service inquiries from their Autotask account will help them balance their work and personal lives better. They will also be able to use paypal to make payments on behalf of their organizations, thereby saving them time and hassle.

The process to integrate Paypal 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.