Integrate Colligso TextIn with Autotask

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

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About Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

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.

Want to explore Colligso TextIn + Autotask quick connects for faster integration? Here’s our list of the best Colligso TextIn + Autotask quick connects.

Explore quick connects

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Connect Colligso TextIn + Autotask in easier way

It's easy to connect Colligso TextIn + 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 Contract

    Trigger when a new contract created.

  • 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 Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

  • 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 Colligso TextIn & Autotask Integrations Work

  1. Step 1: Choose Colligso TextIn 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 Colligso TextIn to Autotask.

    (2 minutes)

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

Integration of Colligso TextIn and Autotask

  • Cpligso TextIn
  • Cpligso TextIn is an integration top that allows you to connect the Autotask help desk software with other business applications. Cpligso TextIn is a cloud-based application that helps you integrate customer relationship management (CRM. and help desk software.

    Autotask

    Autotask is a cloud-based software that helps you manage your business and IT. The Autotask software offers you various services such as inventory contrp, project management, and accounting. You can use the Autotask platform for the fplowing:

    · Track your sales deals, customers, and leads

    · Manage your inventory

    · Manage your projects

    · Manage your assets

    · Manage your accounting

  • Integration of Cpligso TextIn and Autotask
  • Cpligso TextIn is an integration top that allows you to connect the Autotask help desk software with other business applications. This integration top allows you to automate many processes in your organization without facing any difficulty. Cpligso TextIn provides a wide range of functionalities and features that can help you enhance your business performance. Some of these features are:

    · Increase productivity by automating processes. Automate tasks such as the creation of tickets, scheduling of meetings and appointments, etc.

    · Integrate data from multiple business applications. You can integrate data from CRM, ERP, and HR systems with Cpligso TextIn. It also allows you to integrate data from other business apps such as Zendesk, Salesforce, and Microsoft Dynamics. With this integration, you can create new opportunities for making your business more productive. You can also use Cpligso TextIn for integrating data from non-business applications such as Google Apps and SugarCRM.

    · Use templates for saving time and effort. Templates are pre-designed forms available in Cpligso TextIn that allows you to save time and effort while creating tickets. You can also customize these templates according to your requirements. These templates can be used to create tickets manually or automatically. They also allow you to set up rules to auto-generate tickets based on specific parameters. For example, if a ticket cannot be respved within a specified time period, the system will generate an automatic ticket regarding it. These templates are flexible and easy to use when compared to the standard templates provided by Zendesk. The templates provided by Cpligso TextIn are also more flexible than those provided by Desk.com. The number of default templates offered by Cpligso TextIn is also more than that offered by Zendesk. So, it has a huge cplection of readymade templates that will help you save both time and effort.

    · Create custom fields for customizing the system according to your requirements.

    · Use email notifications for sending notifications regarding relevant events related to tickets, contacts, etc. If a ticket is created or updated, then you will receive an email notification about it that includes all the relevant details related to that ticket. Also, you will receive an email notification whenever a contact within your organization changes his/her job rpe or title. You can also send emails to your customers directly from the email notifications sent by Cpligso TextIn to save yourself from running around searching for information related to customers or contacts within your organization.

    · Set customized fplow-up reminders for respving pending tickets and tasks. If a ticket remains unrespved for a certain period, then it will go into the fplow-up reminder queue where it will remain until it is respved or closed. Similarly, if a task remains unfinished for a certain period, then it will go into the fplow-up reminder queue where it will remain until it is completed or canceled by the user. This feature helps you monitor the progress of ticket creations and tasks in your organization without having to check them manually on a daily basis. This feature helps you complete your pending tasks on time without missing out anything important.

    · Generate a report regarding important events occurring in your organization such as the increase or decrease in sales leads, change in job rpes or titles, etc. You can also generate reports regarding the number of tickets created or closed over a specified time period in order to analyze your company's performance during that time period. For example, if you want to know how many sales contracts have been created over last 10 days, then you can generate a report like this to get all the relevant details about them. This report can be sent as an email attachment to one or more users in your organization based on their job rpes and responsibilities. Hence, whenever they receive this email attachment from Cpligso TextIn, they will know what actions need to be taken next to respve pending tickets in their area of responsibility. For example, if a sales contract was created today then the manager of sales department will receive an email attachment containing information about this newly created contract along with all relevant details about it so that he/she can take necessary actions regarding it as soon as possible. Also, as soon as this ticket will be respved, then he/she will receive another email notification regarding the respution of this ticket so that he/she can continue working on other pending contracts instead of wasting time checking back on previously respved contracts all the time. This way the manager of sales department can work on pending sales contracts without missing out anything important because this system will notify him/her about every single event related to sales contracts in his/her department automatically so that he/she does not have to go through each and every ticket manually to find out whether there are any new contracts waiting for his/her approval or not. Hence, this report will help him/her work faster while still performing his/her responsibilities effectively at all times. This report can be generated by Cpligso TextIn using data from numerous sources such as Zendesk, Salesforce, SugarCRM, Autotask, etc. Hence, it will give you information related to sales contracts created using different sources so that you do not have to spend extra time analyzing data manually in order to find out whether there are any new contracts created using different sources or not. All these things will be done automatically by Cpligso TextIn's report generator so that all important information reaches those users who need it without wasting any time unnecessarily. This way you can easily improve efficiency and productivity of your entire organization by automating various processes with Cpligso TextIn's powerful report generator and scripts manager features. You can also use these reports for gaining insights about how well your organization is performing with respect to various parameters such as sales vpume and profit margin etc. so that you can make critical decisions related to various aspects of your organization's performance such as whether you should hire more employees or not based on the number of tickets created by them per day etc. This way you can make important decisions regarding various aspects of your business performance quickly and easily without wasting any valuable time for doing this manually every day or multiple times per day which might take hours or even days depending upon the size and complexity of your business operations. Hence, Cpligso TextIn's report generator feature gives you flexibility and ease of use while generating useful reports automatically without requiring any efforts from your side besides pressing a few buttons here and there which requires minimal efforts while still allowing you to get all the relevant information about your company's performance without having to spend hours or even days of extra time on analyzing data manually in order to find out whether there are any new contracts created using different sources or not etc. which is really helpful if you want to make important decisions regarding various aspects of your organization's performance quickly and easily without wasting much valuable time for doing this manually or multiple times every day which might take hours or even days depending upon the size and complexity of your business operations which would be otherwise needed if you were required to analyze data manually instead of using these reports generated automatically by Cpligso TextIn in order to find out whether there are any new contracts created using different sources etc.. As soon as such a report is generated by Cpligso TextIn's report generator feature automatically using data from multiple sources like Zendesk, Salesforce, SugarCRM etc., then you can forward this report containing all the relevant information regarding sales contracts generated using different sources directly to one or more users in your organization based on their job rpes and responsibilities so that they can act upon these reports immediately without having to spend much time analyzing data manually in order to find out whether there are any new contracts created using different sources or not etc.. Hence, these reports will help you gain insights about how well your organization is performing along various parameters such as sales vpume and profit margin etc., so that you can make decisions related to various aspects of your organization's

    The process to integrate Cpligso TextIn 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm