Autotask Slack Integration using AI Agents

Name: Appy Pie Automate
Rating: 4.9 (3802 reviews)

Appy Pie Automate allows you to Integrate Autotask and Slack using AI Agents

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Autotask Integrations

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.

About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations

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Simplify Autotask and Slack Integration with seamless setup

Easily set up Autotask Slack Integration without coding. Start automating your workflows and Integrate Autotask with Slack today.

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 Contract

Trigger when a new contract created.
New Expense

Trigger when a new New expense created.
New Expense Reports

Trigger when a new New expense reports created
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.
New or Setup 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.
New Channel

Triggers upon creation of a new #channel.
New Mention

Triggers when there is a mention of a username or highlight word in a public #channel.
New Message Posted to Channel

Triggers whenever a new message is posted on the specified #channel of your choice.
New Message Posted to Private Channel

Triggers whenever a message is posted to a specified #private-channel or multi-dm.
New Starred Message

Triggers when you star a message.
New User

Triggers whenever a new user joins Slack or a new account is created on Slack.
New Thread Message

Triggers whenever a new message is posted on the specified #channel of your choice.

Actions
Create Account

Creates an account.
Create Appointment

Creates an appointment.
Create Contact

Creates a contact.
Create Expense Report

Create Expense Report.
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.
Add Reminder

A reminder is added for yourself or a teammate, like /remind slash command.
Create Channel

Creates a new channel.
Send Channel Message

A new message is posted to your chosen #channel.
Send Direct Message

Send a direct message to a user or yourself through the Slackbot.
Send Message Reply

Send Message Reply
Send Private Channel Message

A new message is posted to your chosen private channel.
Set Channel Topic

Sets the topic on a specific channel.
Set Status

Updates your Slack status to the specified text & emoji.

How Autotask and Slack Integrations Work

Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Automate.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Slack as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Autotask to Slack.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.