Vtiger + Autotask Integrations
Appy Pie Connect allows you to automate multiple workflows between Vtiger and Autotask
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Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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 IntegrationsLooking for the Autotask Alternatives? Here is the list of top Autotask Alternatives
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Salesforce
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Pipedrive
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HubSpot CRM
Best ways to Integrate Vtiger + Autotask
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When this happens...
New Contact
Then do this...
Create Account
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When this happens...
New Contact
Then do this...
Create Ticket
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When this happens...
New Contact
Then do this...
Create Time Entry
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When this happens...
New Contact
Then do this...
Create Contact
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When this happens...
New Contact
Then do this...
Create Ticket Note
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Vtiger + Autotask without coding knowledge. Start creating your own business flow.
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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New Account
Triggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
How Vtiger & Autotask Integrations Work
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Step 1: Choose Vtiger as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Autotask as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Vtiger to Autotask.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Vtiger and Autotask
Vtiger is a web-based open source application, which is used for managing client, customer and vendor relations. It is used by both small and large organizations for managing sales, marketing, service and support activities. Vtiger can be used for managing CRM, Help Desk, CMS and Project Management applications. It is suitable for single and multi-users. It is integrated with other online services such as PayPal, Google Docs, Zendesk and others.
Autotask is a software, which helps in managing the business processes of IT services industry. It offers a wide range of features for managing projects, people and tasks related to service desk, IT management and more. Autotask is integrated with different services such as Salesforce (CRM), Zendesk (help desk), JIRA (project management. and more.
The integration of Vtiger and Autotask helps in creating a good workflow management system. This integration allows the user to send email notifications to the customers after they make a purchase or when they get an invoice. The customer service team can reply to the customers through their email ID without leaving the Vtiger platform. The marketing team can send them email updates regarding any new information about the product or any upcoming promotional offers. The integration of these two platforms helps in improving the efficiency of the customer service team and helps in reducing the workload of support staff.
The integration of these two platforms also helps in tracking the history of correspondence between the users and support team members. It also allows customizing the support process according to individual customer needs. You can create different templates for different service requests or request additional information from the customer during the interaction session. After receiving all the details from the customer, you can forward it to the support team member who will handle that request. The employees can work on that request as per their own schedule.
The benefits of integrating Vtiger with Autotask are increased productivity, cplaboration between teams, easy access to customer information, multi-channel communication and better customer satisfaction levels.
In this article, I have introduced Vtiger and Autotask and explained why you should integrate these two platforms. I have also discussed their benefits by providing various examples of how the integration of these two platforms can help in improving your business processes.
The process to integrate Vtiger 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.
