Integrate Quick Base with Autotask

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

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About Quick Base

Quickbase provides a no-code operational agility platform that enables organizations to improve operations through real-time insights and automation across complex processes and disparate systems.

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 Quick Base and Autotask Integrations

  • Quick Base Integration Autotask Integration

    Gmail + Autotask

    Create Account to Autotask from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Autotask Integration Create Account
  • Quick Base Integration Autotask Integration

    Gmail + Autotask

    Create Ticket to Autotask from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Autotask Integration Create Ticket
  • Quick Base Integration Autotask Integration

    Gmail + Autotask

    Create Time Entry to Autotask from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Autotask Integration Create Time Entry
  • Quick Base Integration Autotask Integration

    Gmail + Autotask

    Create Contact to Autotask from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Autotask Integration Create Contact
  • Quick Base Integration Autotask Integration

    Gmail + Autotask

    Create Ticket Note to Autotask from New Attachment in Gmail Read More...
    Close
    When this happens...
    Quick Base Integration New Attachment
     
    Then do this...
    Autotask Integration Create Ticket Note
  • Quick Base Integration {{item.actionAppName}} Integration

    Quick Base + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record 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 Record

    Creates a new record in a Quick Base table.

  • Delete Record

    Deletes a record in a Quick Base table.

  • Find or Create Record

    Finds an existing record if exist otherwise creates a new record.

  • Update Record

    Updates a record in a Quick Base table.

  • 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 Quick Base & Autotask Integrations Work

  1. Step 1: Choose Quick Base 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 Quick Base to Autotask.

    (2 minutes)

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

Integration of Quick Base and Autotask

Autotask is an online service that has been designed to help users manage their businesses and keep track of their clients, while Quick Base is a powerful cloud-based software that has been designed to help small and medium sized businesses keep track of their customers, cplaborate with co-workers, and create data forms that can be filled out on mobile devices.

In this article, I am going to describe how the two services can be integrated, and I will also discuss the benefits of such a cplaboration.

The integration between Quick Base and Autotask is actually quite simple, and it is known as the Quick base Connector for Autotask. All a business needs to do in order to begin using the Connector is to visit Autotask’s website and then click on the Connectors page. From there, they will need to fplow the instructions provided, and after they have installed the Connector on their computer they will need to enter the details of their Quick Base account. Once this has been done, they will need to visit http://www.autotask.com/quickbase and activate the Connector, and once this has been done they will be ready to start using it.

While using the Connector, a business will be able to post items from Quick Base to the Autotask Track tab in their Autotask account. They will also be able to add new records whenever they add or edit a record in Quick Base. After this has been done, the data fields in the Quick Base form will automatically populate in the Autotask screen, and they can then fill in any data that they require.

When a business creates a new record in Autotask, they will also be able to create a new record in Quick Base, and if they ever need to update a record in one system, they can simply edit the corresponding record in the other system. This means that when a contact in Autotask is updated, it will automatically be updated in Quick Base as well.

By integrating Quick Base and Autotask, small and medium sized businesses will be able to keep track of their clients better than ever before. They will also be able to save time by keeping track of their contacts in both systems rather than having to go back and forth between them all the time. The Quick Base Connector for Autotask is easy to use, so anyone should be able to get the hang of it quickly.

The process to integrate Quick Base 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.