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Autotask + Asana Integrations

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

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 Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

Asana Integrations
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Best Autotask and Asana 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 Todoist

    Asana + Todoist

    Add every new Asana tasks to Todoist Read More...
    When this happens...
    Autotask New Task in Project
     
    Then do this...
    Todoist Create Task
    Want to keep a track of your Asana tasks without having to log in every single time? Don’t worry; we are here to help you! Once it is set up, every time a new task is added to a project in Asana, Appy Pie Connect will add a corresponding new task to Todoist. This integration keeps your team informed in real time for rapid action. Enjoy the benefits of workflow automation, integrate your Asana with Todoist now!
    How this Integration Works
    • A new task is added to an Asana project
    • Appy Pie Connect adds a corresponding new task in Todoist
    What You Need
    • An Asana account
    • A Todoist account
  • Autotask Trello

    Asana + Trello

    Create Trello cards from new Asana tasks Read More...
    When this happens...
    Autotask New Task in Project
     
    Then do this...
    Trello Create Card
    If you want to automatically turn your Asana tasks into a to-do list, this integration is perfect for you. Once this integration has been set up, each time a new task is created on your Asana, Appy Pie Connect will create a new card in Trello. With this Connect, you can stay on top of all your tasks and make sure that everything gets done on time.
    How this Integrations Works
    • A task is created on Asana
    • Appy Pie Connect creates a new Card on Trello.
    What You Need
    • An Asana Account
    • A Trello account
  • Autotask Trello

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

It's easy to connect Autotask + Asana 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.

  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

    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 Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

How Autotask & Asana 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 Asana as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Asana 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 Asana

Autotask and Asana are two of the most commonly used tools at any company. Almost every company uses one or the other. Autotask is a software that is used for managing customer information, making human resources easier to make, and many other things. Asana is a software that is used to organize teams and assign tasks to people on the team.When combined, these two pieces of technology become more than the sum of their parts. They make a powerful duo that can help any company work more efficiently.

When Autotask and Asana are combined, they form what Autotask calls Autotask Connect. Autotask Connect is an app that brings together Asana and Autotask to make it easy for companies to do their work. Autotask Connect lets users seamlessly move between projects in Asana and tasks in Autotask without switching between different windows. It makes it easy for users to create and update tasks in Autotask from directly within Asana. This makes it easier for companies to manage employee efficiency and time better. It also makes it easier for companies to schedule meetings.The most powerful tool that comes with Autotask Connect is the ability to send emails to those who have been assigned to a task within Autotask. This can be done with one click of a button by selecting “send email” when adding a task to an Asana project. This allows for more efficient communication between team members and managers.It is also possible to integrate Autotask into Asana projects, which makes it possible for team members to see what tasks they need to complete so they can keep up with their work load easily. These integrations make the workflow for each member of the team clearer, which helps them know what they should be doing at any given time.This integration also makes it easy for managers to keep on top of projects while also keeping track of what everyone is doing in the project. The manager can do this by clicking on the “Autotask” tab at the top of the Asana page and looking at all of their employees’ tasks in Autotask inside of Asana.One of the best features of this integration is that it gives managers the ability to easily change who is working on what task and add new tasks to their team members’ workloads. This is done by using drag and drop functionality on the “Autotask” tab, which allows the manager to move team members from one task on their list to another. This keeps the team’s workflow moving forward.Asana also has integrations with Slack and Google Calendar, which are both very popular tools in today’s business world. By integrating with Slack, Asana makes it easy for users to send messages about tasks directly from within Slack. When integrated with Google Calendar, Asana becomes a resource that managers can use to organize employees’ schedules and make sure that everyone knows what their coworkers’ schedules are so they can coordinate accordingly.These three integrations allow for an extremely efficient workflow, as well as an easy way for managers to keep updated with what their team is doing so they can stay on top of projects and make sure everything is going smoothly.II. Conclusion

By combining these two pieces of technology, companies are able to increase efficiency and allow for better organization of teams. With such integrations, businesses save money because they no longer need to pay outside services that would help them manage their time more effectively or communicate better. They also benefit from having an easier way to schedule meeting times and other things that make it easier for them to work together.

The process to integrate Autotask and Asana 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.