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Autotask + Alegra Integrations

Appy Pie Connect allows you to automate multiple workflows between Autotask and Alegra

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 Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Alegra Integrations

Best Autotask and Alegra Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Pipedrive

    Alegra + Pipedrive

    Create a new person in Pipedrive for every new Alegra contact Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    Pipedrive Create Person
    Are you looking for a simple approach to follow up on your new leads? Thanks to this Appy Pie Connect integration, any new contact created to Alegra will be automatically added to Pipedrive! Set up this Alegra-Pipedrive integration, every new contact added to Alegra will be automatically added to Pipedrive as a new person.
    How This Alegra-Pipedrive Integration Works
    • A new contact is added to Alegra
    • Appy Pie Connect automatically creates a new person in Pipedrive
    What You Need
    • Alegra
    • Pipedrive
  • Autotask Salesforce

    Alegra + Salesforce

    Create a new contact in Salesforce for every new Alegra contact Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    Salesforce Create Record
    Do you want new Alegra contacts to be automatically populated into Salesforce? Alegra- Salesforce integration provides a simple way to import new Alegra contacts to Salesforce as a contact. Once setup is complete, whenever a new contact is added to Alegra, Appy Pie Connect will automatically add them to Salesforce as new contacts.
    How This Integration Works
    • A new contact is added to Alegra
    • Appy Pie Connect adds it to Salesforces as a new contact
    Apps Involved
    • Alegra
    • Salesforce
  • Autotask Salesforce

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Autotask + Alegra in easier way

It's easy to connect Autotask + Alegra without coding knowledge. Start creating your own business flow.

    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 Holiday

    Triggers whenever a new holiday 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.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • 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.

  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

How Autotask & Alegra Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Alegra as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Alegra with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and Alegra

  • Autotask is a provider of software for automating business processes, primarily focused on the automotive industry. It was established in 1997 by Tim Burke, Chris Wall, Mike DeGroot and Greg Seiler. Its headquarters are in Vancouver, British Cpumbia, Canada. As of 2014, the company has offices in North America, Europe, India and Australia.
  • Alegra is a cloud platform that helps businesses manage their operations online. Its features include customer relationship management (CRM), sales force automation (SFA), e-commerce, project management, help desk ticketing, inventory management, reporting and analytics. Customers can use its API to integrate their existing systems with Alegra.
  • Integration of Autotask and Alegra

    • In early 2015, Alegra Inc., a provider of SaaS business software sputions announced the acquisition of Autotask Corporation, a cloud based IT management platform from CA Technpogies. The transaction was valued at $140 million in cash and stock after CA Technpogies had acquired Autotask in 2013 for an undisclosed sum. The addition of Autotask’s IT management capabilities to Alegra’s existing sputions, will enable a better understanding of more complex business processes and how they work together to drive success.
    • Alegra intends to set up a new headquarters in Vancouver, B.C., Autotask’s current location. The combined entity will also have a presence in New York City, Alegra’s head office; Sydney, Australia; and Paris, France. Alegra has been growing at a faster rate than its competitors and expects to double its revenue this year. The merger is expected to create a firm with a revenue stream of over $100 million per year and annual growth rates averaging more than 30%.
    • Autotask’s founder and former CEO Greg Seiler said that the deal will give his company a larger customer base and a wider range of products. The combination is also expected to offer customers more service options as well as unique data analytics such as predictive analytics and business intelligence sputions.
    • Alegra CEO Mark Hoffman said that his company would be able to benefit from Autotask’s IT management expertise as well as expand its customer base by offering an integrated range of spution including marketing and sales support services. He added that he expects the merger to provide customers with the scope and breadth required for today’s complex business environment.

    The process to integrate Autotask and Alegra 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.