Integrate Pendo with Autotask

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

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About Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

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.

Want to explore Pendo + Autotask quick connects for faster integration? Here’s our list of the best Pendo + Autotask quick connects.

Explore quick connects

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Connect Pendo + Autotask in easier way

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

  • Triggers
  • New Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

  • 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 Contract

    Trigger when a new contract created.

  • 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 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.

How Pendo & Autotask Integrations Work

  1. Step 1: Choose Pendo 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 Pendo to Autotask.

    (2 minutes)

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

Integration of Pendo and Autotask

Pendo?

Pendo is a product management software. It helps with managing customers’ feedback. It helps in tracking the overall performance of the company. Also, it helps in the development of the product and its features.

Autotask?

Autotask is a service provider that offers software sputions for small businesses. It allows its users to create tickets and manage them. The software also automates communications with clients.

Integration of Pendo and Autotask

Both companies have an integration of Pendo and Autotask. This integration enables both companies to communicate with each other and exchange data easily. This integration can be done in two ways:

Autotask API

Autotask Cloud Connector

Pendo provides an API that enables Autotask users to view information from their Autotask account directly in their Pendo account. Through this integration, users of Autotask can create cases and tasks directly in their Pendo accounts. They can also view their cases in their Pendo accounts, which would provide them with more details about the case or task assigned to them. With this integration, users can view their case updates directly in the Pendo account. If users want to view additional details about the case, they can access their Autotask account through Pendo. In this integration, users can see their tasks in a centralized location in the Pendo account. They can also manage their tasks directly from the Pendo account, which will reduce the time necessary to manage tasks. They can also view all communications related to the task from within the Pendo account. Users can use this integration to update their tasks right from their Pendo account. For example, if a customer asks for an update on her case, users can easily update the status of the task from within their Pendo account without having to access their Autotask account first. This integration enables users to view all their accounts in one place. Through this integration, users can view all their task-related information in one place. It will be easier for them to manage the various tasks assigned to them by different clients and businesses. Advantages of this Integration. This integration allows users of both systems to view task-related information in one place. It also makes it easier for them to manage all the different tasks assigned to them by different clients and businesses.

The process to integrate Pendo 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm