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Autotask + Appy Pie Integrations

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

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 Appy Pie

Appy Pie's No-code App Builder lets you build your own Android, iPhone, or PWA App and put it on the app stores without any coding or programming skills.

Appy Pie Integrations

Best Autotask and Appy Pie 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 Salesforce

    Appy Pie + Salesforce

    Create Leads in Salesforce from New Appointments on Your Appy Pie App Read More...
    When this happens...
    Autotask New Appointment
     
    Then do this...
    Salesforce Create Lead
    When a prospect takes the initiative to book an appointment on their own using your app’s appointment scheduler, that means they’re interested in your products and services. However, manually finding their contact information can be a tedious process, requiring a lot of time and resources. Activate this integration and Appy Pie Connect will bring them all in for you. After setting this integration up, whenever someone books a slot on your appointment scheduler, we’ll automatically create a corresponding new lead on Salesforce with all the details your team may need.
    How It Works
    • When someone books an appointment using your app’s appointment scheduler
    • Appy Pie Connect adds a corresponding new lead to Salesforce.
    What You Need
    • A Salesforce account
    • An Appy Pie account
  • Autotask Salesforce

    Appy Pie + Salesforce

    Create Leads in Salesforce from New Enquiries on Your Appy Pie App Read More...
    When this happens...
    Autotask New Enquiry
     
    Then do this...
    Salesforce Create Lead
    Now you can automatically capture important lead information from within your app. Send it to Salesforce and turn that information into a new lead record. This will save you from manual data transfer and allow you to start dealing with the prospect’s enquiry immediately. Once this integration has been set up whenever someone fills out your enquiry form, Appy Pie Connect automatically creates a new lead on Salesforce. By setting up this Connect, you can keep your sales team updated about new sales opportunities.
    How It Works
    • A prospect fills out your enquiry form
    • Appy Pie Connect will automatically create a lead in Salesforce.
    What You Need
    • A Salesforce account
    • An Appy Pie account
  • 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 + Appy Pie in easier way

It's easy to connect Autotask + Appy Pie 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 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 App Installed

    Trigger when selected app installed on any device.

  • New App User

    Trigger when new new app user registered.

  • New Appointment

    Trigger when you got New Appointment.

  • New Booking

    Triggered when new booking added.

  • New Directory Listing

    Triggers when new directory listing added.

  • New Enquiry

    Trigger when you got New Enquiry.

  • New Event

    Trigger when new event created.

  • New Order

    Trigger when new order arrived.

  • New Product

    Trigger when new product created.

  • New Push Notification

    Trigger when you create new push notification.

    Actions
  • Create Account

    Creates an account.

  • Create Contact

    Creates a contact.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Update Ticket

    Updates a ticket.

  • Create App User

    Create new App User.

  • Create Directory Listing

    Create a Directory listing.

  • Create Product

    Create new Product.

  • Upload Photo

    Upload new Photo.

How Autotask & Appy Pie 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 Appy Pie as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Appy Pie 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 Appy Pie

Autotask is a cloud-based software that provides users with a number of tools for managing their IT services. Appy pie is a platform that allows users to create Android and iOS applications using an online interface. The integration of Autotask and Appy Pie can be beneficial for the end users of both systems since it makes the use of both systems easier.The primary goal of this article will be to provide an in-depth analysis of the benefits of the integration of Autotask and Appy Pie.The secondary goal of this article will be to describe the various features offered by Autotask and how they can be used with Appy Pie.

The main aim of Autotask is to manage the customers' IT services. It manages the user's assets such as hardware, software, employees, etc. (Autotask, 2016. In other words, Autotask makes it possible for users to run an entire IT service from one place.The Appy Pie is an online platform for creating mobile applications (AppyPie Official website, 2016. It is generally used by small businesses or individual developers who do not have the resources for developing their apps.It can integrate with Autotask so that the users get access to their customer management system along with Appy Pie for creating mobile applications.

The integration of Autotask and Appy Pie can bring about numerous benefits for both systems. With the help of these integrations, Autotask can benefit from Appy Pie's rich feature set and easy to use app builder. On the other hand, Appy Pie can benefit from Autotask's vast array of features in terms of infrastructure management. Thus, there is no doubt that the integration of Autotask and Appy Pie will improve the efficiency of both systems.References:

The process to integrate Autotask and Appy Pie may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.