Integrate SendFox with Autotask

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

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About SendFox

SendFox is an easy-to-use email marketing platform that includes a user-friendly dashboard, smart campaigns, automation series, numerous lists, landing sites, embedded forms, 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 SendFox and Autotask Integrations

  • SendFox Integration Autotask Integration

    SendFox + Autotask

    Create Account to Autotask from New Contact in SendFox Read More...
    Close
    When this happens...
    SendFox Integration New Contact
     
    Then do this...
    Autotask Integration Create Account
  • SendFox Integration Autotask Integration

    SendFox + Autotask

    Create Ticket to Autotask from New Contact in SendFox Read More...
    Close
    When this happens...
    SendFox Integration New Contact
     
    Then do this...
    Autotask Integration Create Ticket
  • SendFox Integration Autotask Integration

    SendFox + Autotask

    Create Time Entry to Autotask from New Contact in SendFox Read More...
    Close
    When this happens...
    SendFox Integration New Contact
     
    Then do this...
    Autotask Integration Create Time Entry
  • SendFox Integration Autotask Integration

    SendFox + Autotask

    Create Contact to Autotask from New Contact in SendFox Read More...
    Close
    When this happens...
    SendFox Integration New Contact
     
    Then do this...
    Autotask Integration Create Contact
  • SendFox Integration Autotask Integration

    SendFox + Autotask

    Create Ticket Note to Autotask from New Contact in SendFox Read More...
    Close
    When this happens...
    SendFox Integration New Contact
     
    Then do this...
    Autotask Integration Create Ticket Note
  • SendFox Integration {{item.actionAppName}} Integration

    SendFox + {{item.actionAppName}}

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

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

    Triggers
  • New Campaign

    Lists the campaigns.

  • New Contact

    Lists the contacts.

  • New List

    Lists the lists.

  • New Unsubscribe

    Triggered when a contact is unsubscribed.

  • 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 List

    Creates a new list.

  • Unsubscribe Contact

    Unsubscribes a contact.

  • 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 SendFox & Autotask Integrations Work

  1. Step 1: Choose SendFox 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 SendFox to Autotask.

    (2 minutes)

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

Integration of SendFox and Autotask

SendFox

SendFox is a communication system that allows you to send emails, SMS and manage leads, opportunities and accounts. With SendFox, you will be able to send bulk or single communication to your leads and customers. You can also use it for communication between your team and your clients.

Autotask

Autotask is a software system that allows you to manage your business from start to finish. It will help you to track who does what in your company and what the progress of each task is. It also lets you add tasks on a Gantt chart. You can add tasks from any location by using the mobile app. In addition, it will allow you to create a pipeline where you can see all the customer’s requests in a chronpogical manner. Moreover, Autotask will help you to save time by allowing you to schedule meetings and sync all your contacts with a cloud service.

Integration of SendFox and Autotask

Sendfox integration with Autotask gives you the ability to communicate more effectively with your clients through Autotask. It allows you to send an email or SMS directly from Autotask without the need of using different tops. This integration makes communication easier because all of your communication can be managed from one place. To integrate Sendfox with Autotask, you have to do the fplowing steps. First of all, create an Autotask account. Then, create a Sendfox account and log in. Click on the “Connect a new service” button and navigate to Autotask Integration. Click on “Next” and then click on “Create API Key”. Then, copy the API key and paste it into the API Key box in Sendfox. Go back to Sendfox and click on “Next” button again then select “Send Campaign” option. You can now choose which platform you want to use. After choosing the platform, enter the recipient’s details such as name, email address, company name etc. If you want to send an email message, choose the email platform. If you want to send an SMS message, choose SMS platform. To schedule an appointment, choose “Autoscheduling” option. Once you have completed filling out all the details, click on “Send Campaign” button. The result will be shown immediately in Autotask. You can view all your previous campaigns by clicking on “Reports” option. You can export the report into XLSX format.

Benefits of Integration of SendFox and Autotask

The process to integrate SendFox 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.