?>

SMTP by Connect + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About SMTP by Connect

SMTP stands for Simple Mail Transfer Protocol, which is an Internet standard for email transmission available in Microsoft, Google and Yahoo! products among millions of mail servers worldwide.

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
Autotask Alternatives

Looking for the Autotask Alternatives? Here is the list of top Autotask Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM

Best ways to Integrate SMTP by Connect + Autotask

  • SMTP by Connect SMTP by Connect

    Autotask + SMTP by Connect

    Send Email in SMTP by Connect when New Account is created in Autotask Read More...
    Close
    When this happens...
    SMTP by Connect New Account
     
    Then do this...
    SMTP by Connect Send Email
  • SMTP by Connect SMTP by Connect

    Autotask + SMTP by Connect

    Send Email in SMTP by Connect when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    SMTP by Connect New or Updated Contact
     
    Then do this...
    SMTP by Connect Send Email
  • SMTP by Connect SMTP by Connect

    Autotask + SMTP by Connect

    Send Email in SMTP by Connect when New Ticket is created in Autotask Read More...
    Close
    When this happens...
    SMTP by Connect New Ticket
     
    Then do this...
    SMTP by Connect Send Email
  • SMTP by Connect SMTP by Connect

    Autotask + SMTP by Connect

    Send Email in SMTP by Connect when Updated Account is added to Autotask Read More...
    Close
    When this happens...
    SMTP by Connect Updated Account
     
    Then do this...
    SMTP by Connect Send Email
  • SMTP by Connect SMTP by Connect

    Autotask + SMTP by Connect

    Send Email in SMTP by Connect when Updated Ticket is added to Autotask Read More...
    Close
    When this happens...
    SMTP by Connect Updated Ticket
     
    Then do this...
    SMTP by Connect Send Email
  • SMTP by Connect {{item.actionAppName}}

    SMTP by Connect + {{item.actionAppName}}

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

It's easy to connect SMTP by Connect + 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 Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • Send Email

    Sends a plaintext email from a specific SMTP server.

  • 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 SMTP by Connect & Autotask Integrations Work

  1. Step 1: Choose SMTP by Connect 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 SMTP by Connect to Autotask.

    (2 minutes)

  6. 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.