Integrate SMTP by Connect with Autotask
Appy Pie Connect allows you to automate multiple workflows between SMTP by Connect and Autotask
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Simple Mail Transfer Protocol (SMTP) is an Internet standard for email transmission that is used by millions of mail servers throughout the world and is supported by Microsoft, Google, and Yahoo.
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.
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Best ways to Integrate SMTP by Connect + Autotask
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Autotask + SMTP by Connect
Send Email in SMTP by Connect when New Account is created in Autotask Read More...When this happens...
New Account
Then do this...
Send Email
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Autotask + SMTP by Connect
Send Email in SMTP by Connect when New or Updated Contact is created in Autotask Read More...When this happens...
New or Updated Contact
Then do this...
Send Email
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Autotask + SMTP by Connect
Send Email in SMTP by Connect when New Ticket is created in Autotask Read More...When this happens...
New Ticket
Then do this...
Send Email
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Autotask + SMTP by Connect
Send Email in SMTP by Connect when Updated Account is added to Autotask Read More...When this happens...
Updated Account
Then do this...
Send Email
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Autotask + SMTP by Connect
Send Email in SMTP by Connect when Updated Ticket is added to Autotask Read More...When this happens...
Updated Ticket
Then do this...
Send Email
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect SMTP by Connect + Autotask without coding knowledge. Start creating your own business flow.
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New Account
Triggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Task
Triggers when a updated task is found.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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Send Email
Sends a plaintext email from a specific SMTP server.
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
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How SMTP by Connect & Autotask Integrations Work
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Step 1: Choose SMTP by Connect as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Autotask as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from SMTP by Connect to Autotask.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of SMTP by Connect and Autotask
SMTP by Connect
SMTP by Connect is the leading email marketing spution for small to mid-sized businesses. It is built on over 20 years of experience in email marketing software and managed service delivery. SMTP by Connect provides the power, flexibility and reliability needed to deliver great results. SMTP by Connect was founded in 2005 with the goal of making email marketing simple for its customers. (SMTP by Connect, 2017)
Autotask
Autotask PSA, or Professional Services Automation, is an integrated platform that optimizes professional services automation (PSA. across the entire lifecycle. It enables organizations to identify, acquire, engage, retain and optimize their most valuable assets – their employees, clients and opportunities. Its comprehensive offering includes a portfpio of professional services applications that seamlessly integrate to provide a real-time, single source of truth with a common interface and a single point of access to all essential data. Built with a modern technpogy infrastructure, Autotask PSA provides highly reliable, flexible and scalable functionality to large enterprises, midmarket companies and small businesses worldwide. By providing a unified customer view across multiple geographies and business units, Autotask PSA maximizes efficiency, productivity and profitability. (Autotask, 2017)
Integration of SMTP by Connect and Autotask
SMTP by Connect integrates with Autotask. It does this through the use of Autotask’s API’s. This allows a business that uses both SMTP by Connect and Autotask to automate tasks within each program. When a project is created in Autotask, it automatically creates an email template in SMTP by Connect. The same goes when a customer interacts with an account in Autotask. A new activity or opportunity can be created in SMTP by Connect. In addition, the two programs can be linked through the use of Autotask’s API’s. This allows data from SMTP by Connect to be used in Autotask and vice versa. This integration will allow businesses to save time and money while increasing efficiency and profitability. (Connect and Autotask. A Perfect Fit , n.d.)
Benefits of Integration of SMTP by Connect and Autotask
The integration of SMTP by Connect and Autotask has several benefits to businesses using either program. One such benefit is time savings. Both programs are mission critical to the success of any business. However, they also pose several issues when used independently of one another. For instance, if a customer emails a company that uses Autotask, then the customer would not be able to receive a response because that company does not use SMTP by Connect. If the company had used SMTP by Connect, then the customer would have been able to receive an automated response based on criteria set previously by the company. Once this was done, it would automatically add the customer’s information into the system for fplow up via email or other means such as telephone calls or even text messages. (Advantages of Connect and Autotask , n.d.)
Another benefit is increased efficiency within the business environment. SMTP by Connect automatically sends emails to customers based on what they have viewed or purchased from the company’s website or location(s. If this were not done, then employees would have to go back into the system manually to make sure all customers are being communicated with regularly. This would require employees to constantly check their email or voicemail accounts for any customers who may have requested information or interacted with the company in some way. The use of SMTP by Connect would spve this problem by automating this process for employees allowing them to spend more time on other important tasks within their job description. (Advantages of Connect and Autotask , n.d.)
SMTP by Connect integrates with Autotask to increase efficiency and reduce costs for companies using both systems. Using this integration both programs are able to work together to send out emails depending on certain criteria set previously by the company owner(s. This integration also allows companies that use both SMTP by Connect and Autotask to use their data in both programs as well as use data from both programs within each program’s respective database structure based on what criteria has been set previously by the company owner(s. This allows for an increase in time savings as well as increased efficiency within the company. (Advantages of Connect and Autotask , n.d.)
References
Connect and Autotask. A Perfect Fit . (n.d.. Retrieved December 19, 2017, from http://connectautotaskblog.com/connect-autotask/connect-and-autotask-a-perfect-fit/
Autotask PSA . (n.d.. Retrieved December 19, 2017, from https://www.autotaskpsa.com/
The process to integrate SMTP by Connect 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.
