ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.
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
Looking for the Autotask Alternatives? Here is the list of top Autotask Alternatives
It's easy to connect ProfitWell + Autotask without coding knowledge. Start creating your own business flow.
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.
Add a new customer on your profitwell account.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
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.
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 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.