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Tookan + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Tookan

Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.

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 ways to Integrate Tookan + Autotask

  • Tookan Autotask

    Tookan + Autotask

    Create Account to Autotask from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Autotask Create Account
  • Tookan Autotask

    Tookan + Autotask

    Create Ticket to Autotask from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Autotask Create Ticket
  • Tookan Autotask

    Tookan + Autotask

    Create Time Entry to Autotask from New Task in Tookan Read More...
    Close
    When this happens...
    Tookan New Task
     
    Then do this...
    Autotask Create Time Entry
  • Tookan Autotask

    Tookan + Autotask

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

    Tookan + Autotask

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

    Tookan + {{item.actionAppName}}

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

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

    Triggers
  • New Task

    Trigger when new task 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
  • Add Agent

    Adds a new agent

  • Add Customer

    Create a new customer.

  • Create a Delivery Task

    Create a Delivery Task

  • Create a Pick and Delivery Task

    Create a Pick and Delivery Task.

  • Create a Pickup Task

    Creates a pick task.

  • Create an Appointment Task

    Create an Appointment Task

  • Create an FOS Workflow Task

    Create an FOS Workflow Task.

  • 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 Tookan & Autotask Integrations Work

  1. Step 1: Choose Tookan 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 Tookan to Autotask.

    (2 minutes)

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

Integration of Tookan and Autotask

Autotask is a web-based platform that allows businesses to manage their client base, purchase orders, accounting, inventory and other important business functions. The company was founded in 2006 and is headquartered in San Diego, California.

Tookan is a cloud-based system that manages service agreements, customer relationships, and order management for IT services companies. It helps them to track the services they provide to customers, make sure that their employees are executing the tasks properly and manage the profitability of each client. Tookan was developed especially for IT service companies and it’s designed to meet their specific needs.

Integration of Tookan and Autotask

It makes sense for Autotask to integrate with Tookan so that it can offer its customers a wider range of IT sputions. If the companies have the same parent company, an integration of Tookan and Autotask would not be such a big deal. However, Autotask is part of ConnectWise which is a competitor of Tookan’s owner, Continuum. So now they are just partners of each other’s respective customers. The integration of Tookan and Autotask would also be beneficial for Autotask because it will enable them to provide their customers with additional services such as managing software licenses, field service management and more. Therefore the integration of Tookan and Autotask makes sense on both sides and it’s something that should happen sooner rather than later.

Benefits of Integration of Tookan and Autotask

Here are some benefits that Autotask could gain from integrating with Tookan:

  • Better tracking of employee performance – Since Tookan can help to track the work being done by employees, it will help to improve the overall quality of work done by the IT team. This will result in a better client experience and, consequently, higher profits for the company.
  • Better visibility into project performance – Tookan can be used to track key performance indicators that can help to improve the performance of projects, reduce costs and increase margins.
  • Access to additional tops – The integration of Tookan and Autotask will also give clients access to additional tops that they can use to manage their business activities. For example, they will be able to manage their software licenses through Tookan, access accounting information through Autotask and more.

So yes, the integration of Tookan and Autotask makes sense for both companies. It’s obvious that Autotask would benefit from integrating with Tookan since there are many things that it can provide its clients with, but I think that there are even greater benefits for Tookan itself. By combining services, the company will be able to expand its reach and attract more clients that may use its services in addition to those offered by Autotask.

The process to integrate Tookan 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.