Autotask Integrations, Integrate Autotask using AI Agents
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Gain full visibility into your prospects, opportunities, teams, accounts, campaigns, and contact activities by leveraging Autotask integrations with Appy Pie Automate.
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Choose the app you want to Integrate with Autotask
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Go To Developer platform- Premium Vend
- Odoo ERP Self Hosted
- Zoom
- Premium MINDBODY
- SugarCRM
- Premium Amazon SQS
- Premium Expensify
- Premium Microsoft Dynamics 365 Business Central
- Microsoft Exchange
- Premium Google Groups
- Shippo
- Shipwire
- Premium MailChimp Ecommerce
- Enterprise Tableau
- Premium BambooHR
- ClickUp
- Etsy
- Premium SMS By Automate
- Premium Webex Messaging
- Premium macOS Calendar
- PhoneBurner
- HTML/CSS to Image
- Timely by Memory
- PDFMonkey
- Xzazu
- Data247.com
- Konnect Insights
- MeisterTask
- Basecamp Classic
- ClickSend SMS
- Storenvy
- Basecamp 3
- Basecamp 2
- OneSignal
- Xendit
- Nutshell
- WHMCS
- PDF4me
- SproutVideo
- Deskpro
Here is a list of Autotask Triggers and Actions available for Autotask integrations
Explore the various ways you can integrate with Autotask and automate your workflow by leveraging these Triggers and Actions.
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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 Contract
Trigger when a new contract created.
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New Expense
Trigger when a new New expense created.
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New Expense Reports
Trigger when a new New expense reports created
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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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New or Setup 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 Task
Triggers when a updated task is found.
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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 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 Expense Report
Create Expense Report.
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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.
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Find a Account
Find a Account
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Find a Company
Find a Company
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Find a Owner
Find a Owner.
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Find a Ticket
Finds a Ticket by Ticket Number.
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Find and Create Contact
Find and Create Contact.
How to Set Up Autotask Integrations
Follow the steps below to start setting up your Autotask integrations using Appy Pie Automate:
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Step 1: Sign Up or Log In
Visit Appy Pie Automate and sign up or login if you already have an account.
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Step 2: Select App
Select the Autotask in the App directory and select your desired trigger event.
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Step 3: Connect Account
Connect your Autotask account & authenticate it.
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Step 4: Trigger Ready
Your Autotask is now set to connect with numerous supported apps on Appy Pie Automate.
Popular Templates for Autotask Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create or update Mailchimp subscribers from Autotask contacts
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When this happens:
New Contact
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Then do this:
Add/Update Subscriber
Add new Autotask accounts to a Google Sheets spreadsheet
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When this happens:
New Account
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Then do this:
Create Spreadsheet Row
Add every new Autotask account to Microsoft Dynamics CRM
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When this happens:
New Account
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Then do this:
Create Account
Create Draft to Gmail from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Draft
Send Email in Gmail when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Send Email
Create Label to Gmail from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Label
Update Spreadsheet Row in Google Sheets when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Update Spreadsheet Row
Share Sheet in Google Sheets when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Share Sheet
Create Detailed Event to Google Calendar from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Detailed Event
Quick Add Event in Google Calendar when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Quick Add Event
Update Event in Google Calendar when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Update Event
Create Board to Trello from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Board
Create Card to Trello from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Card
Create Comment to Trello from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Comment
Add Members to Card in Trello when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Add Members to Card
Delete Checklist in Card in Trello when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Delete Checklist in Card
Complete Checklist Item in Card in Trello when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Complete Checklist Item in Card
Add Checklist to Card in Trello when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Add Checklist to Card
Update Card in Trello when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Update Card
Create Label to Trello from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Label
Streamline Your Workflow with Appy Pie Automation
Autotask Alternatives
Looking for alternatives to Autotask? Here is a list of the top Autotask alternatives.
Frequently Asked Questions
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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.
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When evaluating the security of Autotask's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that Autotask and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of Autotask's integrations, ensuring a robust and protected environment.
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