Autotask Salesforce Integration using AI Agents

Triggers whenever a new Account is added.

Triggers whenever a new appointments is added.

Triggers when a new Configuration Item is found.

Trigger when a new contract created.

Trigger when a new New expense created.

Trigger when a new New expense reports created

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.

Triggers the moment a new account is created.

Triggers when a new attachment is created.

Triggers whenever a new case is created in your account.

Triggers upon the creation of a new contact.

Triggers upon the creation of a new event.

Triggers the moment there is a new lead in your account.

Triggers upon the creation of a new opportunity.

Triggers upon the creation of a new product.

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Triggers whenever a new task is created in your account.

Triggers whenever the stage of an opportunity is changed.

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Creates an account.

Creates an appointment.

Creates a contact.

Create Expense Report.

Creates a opportunity.

Creates a ticket.

Creates a ticket note.

Creates a Time Entry.

Creates a ToDo.

Updates an opportunity.

Updates a ticket.

Create a new attachment (max 25 mb)

Create a new contact.

Create a new custom object as per your choice.

Create a new event.

Create a new lead.

Create a new opportunity.

Creates a record.

Update an existing contact.

Updates a existing record.