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.
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 + uProcSelect Tool in uProc when New or Updated Contact is created in Autotask Read More...
It's easy to connect uProc + Autotask without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Select a tool to perform verification or enrichment
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
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.
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.
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!
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