Integrate uProc with Autotask

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About uProc

uProc is a database management system that gives users the tools and capabilities they need to improve the fields in their databases and get more out of them. It helps businesses in the validation of essential business data such as emails, phone numbers, and more, as well as the creation of new database categories for better data segmentation.

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 Integration Salesforce
  • Pipedrive Integration Pipedrive
  • HubSpot CRM Integration HubSpot CRM

Best uProc and Autotask Integrations

  • uProc Integration uProc Integration

    Autotask + uProc

    Select Tool in uProc when New Account is created in Autotask Read More...
    Close
    When this happens...
    uProc Integration New Account
     
    Then do this...
    uProc Integration Select Tool
  • uProc Integration uProc Integration

    Autotask + uProc

    Select Tool in uProc when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    uProc Integration New or Updated Contact
     
    Then do this...
    uProc Integration Select Tool
  • uProc Integration uProc Integration

    Autotask + uProc

    Select Tool in uProc when New Ticket is created in Autotask Read More...
    Close
    When this happens...
    uProc Integration New Ticket
     
    Then do this...
    uProc Integration Select Tool
  • uProc Integration uProc Integration

    Autotask + uProc

    Select Tool in uProc when Updated Account is added to Autotask Read More...
    Close
    When this happens...
    uProc Integration Updated Account
     
    Then do this...
    uProc Integration Select Tool
  • uProc Integration uProc Integration

    Autotask + uProc

    Select Tool in uProc when Updated Ticket is added to Autotask Read More...
    Close
    When this happens...
    uProc Integration Updated Ticket
     
    Then do this...
    uProc Integration Select Tool
  • uProc Integration {{item.actionAppName}} Integration

    uProc + {{item.actionAppName}}

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

It's easy to connect uProc + 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 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
  • Select Tool

    Select a tool to perform verification or enrichment

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How uProc & Autotask Integrations Work

  1. Step 1: Choose uProc 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 uProc to Autotask.

    (2 minutes)

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

Integration of uProc and Autotask

I am going to write about how uProc and Autotask are integrated. I have chosen this topic because I feel that it is important for you to know how to use these two systems together.

Integration of uProc and Autotask

I am going to explain to you how to connect uProc with Autotask. First, you have to go to your uProc menu on the top right corner. Once you see the drop-down menu, hover over the “Settings” option and select “Integrations”. Then, scrpl down and you will see a bunch of different integrations such as ConnectWise, Autotask, and QuickBooks. You can now choose which integration you would like to use. For this example, I will choose “Autotask”. When you select Autotask, there will be a window that pops up asking you what user and group you want to integrate with. After you select the user or group that you wish to integrate with, there will be another pop-up window that asks you if you want to “Sync Sales Orders, Orders, Quote Line Items, and Configurations”. This is where you say yes or no. If you do not want any information from Autotask synced over to uProc, then you would click “No”. Now, if you want all of this information synched, then you would click “Yes” and the information will be synched over to your uProc account and everything should work perfectly fine.

Benefits of Integration of uProc and Autotask

When integrating uProc and Autotask together, there are many benefits that come along with it. The first benefit is that it saves you time. In other words, when using these two programs together, it allows you to click one button, instead of clicking two separate buttons. It also helps cut down on extra steps. Another benefit is that it allows you to be more productive. If you need to make an update on your quote or sales order or want to check something quickly, then you can do it without having to go to another program. If a customer calls about a problem with their uProc account, then you can immediately see what is going on with their order without having to go into uProc. So, if there is a problem with the customer’s order, then you can fix it right away without having to wait until later on in the day or even later on in the week.

In conclusion, I have tpd you how to integrate uProc and Autotask together so that you can be more efficient at work!

The process to integrate uProc 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.