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Autotask + Appy Pie Chatbot Integrations

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

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 Chatbot

Create chatbot for customer service, sales, and marketing using Appy Pie free chatbot Builder software. Learn how to create a chatbot in 3 easy steps & build your own conversational AI chatbots

Appy Pie Chatbot Integrations

Best Autotask and Appy Pie Chatbot 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 Twilio

    Chatbot + Twilio

    Send a Twilio SMS message when the Appy Pie Chatbot conversation ends Read More...
    When this happens...
    Autotask New Chat
     
    Then do this...
    Twilio Send SMS
    You use Appy Pie Chatbot because it is faster than email and more efficient than email marketing. Integrating Appy Pie Chatbot with Twilio would take your customer support to the next level. This Appy Pie Connect integration will automatically send a message to a number that you specify when a chat ends in Appy Pie Chatbot. That way, you can update your team on new chats and ask them to follow those customers who interacted with your bot.
    How This Appy Pie Chatbot - Twilio Integration Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically sends an SMS message to a specified mobile number through Twilio.
    What You Need
    • Appy Pie Chatbot account
    • A Twilio account
  • Autotask Zoom

    Chatbot + Zoom

    Create a new Zoom registrant when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Autotask New Chat
     
    Then do this...
    Zoom Create Meeting Registrant
    Use Appy Pie Connect to create your Zoom registrants when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Autotask Zoom

    {{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 Chatbot in easier way

It's easy to connect Autotask + Appy Pie Chatbot 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 Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

    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.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Appy Pie Chatbot 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 Chatbot

This article would be about a chatbot that connects Autotask and Appy Pie. Autotask is one of the leading service management platforms in the world, while Appy Pie is a DIY app builder platform.

Nowadays, customer experience has become so important that it's an essential part of the business. Customers want to get service anytime they need it. A company must have an effective customer service, and this can be achieved by connecting their customer service system with a chatbot.

The best case for having a chatbot is when you have a lot of customers or clients. A chatbot can manage the customers and leads, answer them immediately, and send them to the right person for better service delivery.

A chatbot can also be used to check the level of satisfaction of a client. It can give clients feedback after they are served. For example, if a customer has submitted a ticket and wants to talk to someone about it, the chatbot can help provide that service. It will know who is available to serve the client and when the client is tired of waiting, it will redirect him or her to another person who is available and can deal with the client's request.

In addition, a chatbot can also be used to build trust between your customer and your company. They will feel that they are being taken care of because they'll always know who is serving them. This will make them feel like they are not being neglected.

Appy Pie Chatbot provides all these services. It is easy to set up and use. You don't have to hire developers or have any knowledge of coding to use Appy Pie Chatbot. The Chatbot Wizard will guide you through setting up your chatbot in minutes. It includes predefined intents such as FAQs, product information, account information, lead information, etc., so you'll just have to connect it with your web interface and then you can configure your chatbot however you want.

After setting up your chatbot, you can observe from the dashboard how many users are chatting with it and how many users are going through all the steps of the chatbot wizard. This system will help you understand if people are interested in your chatbot or not. You can change the pages on your chatbots and see how many people go to those pages. With this system, you'll know what changes you should make in order to make your chatbot more interesting to clients or customers.

Having a chatbot can help your business grow because it will give you more time to focus on other things related to business growth. Nowadays, many companies are using third-party chatbots to help them serve clients or customers more efficiently. There are many companies that use Facebook Messenger as their main communication channel for their customers and clients. Chatbots on Facebook Messenger will be able to handle basic queries very well. So if you have a Facebook page for your company, you should integrate it with a Facebook messenger bot because it will help you save a lot of time.

Integrating Autotask and Appy Pie Chatbot will help companies save time on communicating with their clients and customers, thereby helping them grow their business easily and quickly. These two tops together will be very useful for the businesses that use Autotask for managing their clients and Appy Pie for building apps for their clients.

The process to integrate Autotask and Appy Pie Chatbot 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.