Integrate ProfitWell with Autotask

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

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About ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

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 ProfitWell + Autotask quick connects for faster integration? Here’s our list of the best ProfitWell + Autotask quick connects.

Explore quick connects

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Connect ProfitWell + Autotask in easier way

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

  • Triggers
  • 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 Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

  • 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 ProfitWell & Autotask Integrations Work

  1. Step 1: Choose ProfitWell 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 ProfitWell to Autotask.

    (2 minutes)

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

Integration of ProfitWell and Autotask

ProfitWell

ProfitWell is a SaaS-based software for accounting and financial management. The software has been developed by the company Apptus. It was launched in February of 2015. It currently records around 200 million transactions and 20 million invoices per year. It has more than 3000 customers across the globe, majority of which are spread across North America and Western Europe. However, there are also customers in India and Brazil.

ProfitWell works as a real-time business analytics top that allows users to save time and money. It offers detailed reports through its dashboard. It provides detailed insights into the financial health of the company. The dashboard also offers revenue growth analysis and compares it with historical data. The dashboard can be customized as per needs. The users can easily create charts and graphs from their data.

The software is a direct competitor to FreshBooks, Xero, and QuickBooks. It is also a direct competitor with Autotask, a partner of ProfitWell.

Autotask

Autotask is a cloud-based managed IT service provider for SMB marketplaces. It is based out of Toronto, Canada. The company was founded in 2000 with an aim to provide efficient and cost effective sputions to small businesses that needed IT support. It is a software as a service offering that is compatible across platforms. The software is used by more than 14500 customers spread across North America, Western Europe, Australia, and New Zealand. Autotask is a subsidiary of Ingram Micro Inc., it operates as a separate entity under the parent company’s umbrella.

Autotask offers a number of services to its clients, they include:

Service desk – This allows IT professionals to deliver consistent service to customers by providing visibility into the network infrastructure. The software uses advanced algorithms to analyze data from multiple systems and detect issues before they escalate into major problems.

Work orders – This feature allows customers to assign their tasks to specific technicians or engineers within the team. The team will be notified once the technician logs onto the system. Work orders can be assigned to particular users by email or via mobile app. They can also be sent through email or other messaging apps.

Service scheduling – This feature helps clients effectively manage their operations by helping them set up appointments with their customers while scheduling their own workloads. Clients can use this feature to schedule meetings while setting up appointments with their customers regarding network issues or maintenance plans. They can also use it for routine installations or troubleshooting issues before they escalate into major problems.

Contact center – This feature allows companies to enhance their customer support services by enabling them to interact directly with customers on various channels including live chat, email, telephone, Web portal, social media, etc. They can also manage tickets online through the portal at any time or place through use of smartphones or laptops. This feature helps businesses improve customer satisfaction by providing their clients with quicker response times compared to pder methods of communication such as telephone calls.

Autotask also provides customizations for its software which includes customization of the workflow engine, integration with third-party applications, creation of custom forms, etc.

The process to integrate ProfitWell 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