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Autotask + ClickSend SMS Integrations

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

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 ClickSend SMS

ClickSend is a cloud-based app for your business that lets you send bulk SMS, email, fax, & letters worldwide.

ClickSend SMS Integrations
ClickSend SMS Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • RingCentral RingCentral

Best Autotask and ClickSend SMS 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 Evernote

    ClickSend SMS + Evernote

    Add new rows in Google Sheets for new ClickSend SMS Messages Read More...
    When this happens...
    Autotask New Incoming SMS
     
    Then do this...
    Evernote Create Note
    This ClickSend integration allows you to track the number of SMS messages sent through ClickSend. This is useful if you want to compare how many messages were sent with a specific marketing campaign, or if you want to track your progress and performance over time.
    How This ClickSend-Google Sheets Integration Works
    • You receive a new SMS on your dedicated ClickSend number
    • Appy Pie Connect creates a new row in Google Sheets
    Apps Involved
    • ClickSend
    • Google Sheets
  • Autotask Google Sheets

    ClickSend SMS + Google Sheets

    Create Evernote notes for every new incoming ClickSend text message Read More...
    When this happens...
    Autotask New Incoming SMS
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    An Evernote note will be automatically created for every new incoming ClickSend text message. Now you can easily save, search, and add your ClickSend texts to your Evernote account. After setting up this ClickSend-Evernote integration, an Evernote note will be automatically created for every new incoming ClickSend text message. This way you can capture instant moods or ideas that an image might not describe well.
    How This Integration Works
    • You receive a new SMS on your ClickSend number.
    • Appy Pie Connect creates a new note on your Evernote.
    Apps Involved
    • ClickSend
    • Evernote
  • Autotask Google Sheets

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

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

It's easy to connect Autotask + ClickSend SMS 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 Incoming SMS

    Triggers when a new incoming sms is received.

    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 Contact

    Creates a new contact in a list.

  • Create Contact List

    Creates a new contact list.

  • Delete Contact

    Delete specific contact from list based on the contact ID.

  • Delete Contact List

    Delete a specific contact list.

  • Send Fax

    Sends a new fax.

  • Send MMS

    Send a new MMS.

  • Send Post Letter

    Sends an A4 PDF document via the post. The PDF is printed, folded, inserted into an envelope and posted to any address globally.

  • Send Postcard

    Sends a postcard via the post. The PDF is printed and delivered to any address globally.

  • Send SMS

    Sends a new SMS.

  • Send SMS to Contact List

    Sends a new SMS to a list of contacts.

  • Send Voice

    Send a Voice Text-to-speech message to a mobile phone or landline.

How Autotask & ClickSend SMS 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 ClickSend SMS as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate ClickSend SMS 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 ClickSend SMS

Who Uses Autotask?The company is based in Boston, Massachusetts, USA and was founded in 1998. The company was founded by William A. Sahlman Jr. who previously worked for the company Accenture.In 1997, Bill Sahlman and his team of consultants were working on a project that involved developing a computer system that would help insurance companies to manage their sales force. This system was named Accent. Later, this system known as Autotask was launched in 1998 and the revenue for the first year was $1.5 million.

What is Autotask?

Autotask is an IT management software for business process automation. It allows companies to automate workflow processes such as service tickets, sales orders and fulfillment, and other business processes.Autotask has more than 40 customers including Coca-Cola Enterprises, Capital One Services, Nationwide Insurance, Banco Santander Mexico, and Owens Corning.It is a software that is used in both small and large businesses all over the world. The system can be used in small businesses as it is easy to use, so there is no need for extensive training. There are also various add-ons which provide features such as CRM (Customer Relationship Management), payroll integration and accounting integration, making the system more secure and versatile.Autotask's web-based solution provides users with services including online customer support, online store, inventory management and integration of ERP (Enterprise Resource Planning.

What is ClickSend SMS?

ClickSend SMS is an Autotask add-on that allows users to send text messages to customers or staff members. It helps businesses to communicate with their customers effectively through text messaging. It also allows customers to communicate with the company's staff directly through mobile devices.

IT Automation Solution:Companies can achieve IT automation by using Autotask software because it greatly simplifies tasks that usually take up a lot of time and effort such as scheduling calls, managing sales leads, etc. The system also helps to reduce costs by automating the workforce and cutting down on time wasted on repetitive tasks. The software frees up the IT department's time in order to focus on other things and do more research into new technologies and systems.The software is designed to help companies achieve IT automation so that they can operate more efficiently by using the technology available in this generation.The software also allows users to monitor their business through reports which allow them to see how well they are doing with regards to their sales targets, number of customer calls they have made, and other important details that are essential for their business' success.The software also offers users a wide range of options when it comes to integrating it with other applications such as CRM (Customer Relationship Management. or accounting software. This means that the business does not have to search around for different applications but can have a single application which handles all of their business' needs. This also saves time and money as they do not need to train employees on every different program they use. All they need to do is train them on one single program and this will suffice. This makes the business more efficient as it saves money on unnecessary training sessions and time spent on learning different programs instead of doing actual work.The system also gives users the option to create multiple logins so they can share information with each other without having to worry about security issues. The data is kept safe because each person has separate login details which prevents unauthorized access from other parties. Thus, each party can have a login which only allows them access to certain information such as customer data while others can have logins that only allow them to access information related to finances or IT projects. This means that each person can access only the information within their field of specialization without having to worry about unneeded information which might compromise the security of their work data.This software also helps companies to achieve better efficiency in writing reports as it allows users to collate information from different departments in order to write comprehensive reports within a short period of time which would otherwise take several days due to the hassle of having to search through different files for information from different departments.The system also allows users to keep track of their call logs and schedule appointments electronically which means that they do not have to worry about losing paper call logs or appointment records due to damage or any other problems that might occur with physical files which makes the system much more efficient and reliable.This software also helps companies with their customer service as it has a feature called ClickSend SMS which allows users to send text messages to customers or staff members at any given time in order to help answer questions or resolve problems quickly without having to wait for someone else or call customers back after hours or outside of office hours. This means that customers can receive answers faster if there are problems they need help with. In addition, staff can get answers even if they are at home or traveling which means that they do not have to worry about missing important information regarding any of their cases or problems which might arise during travel or when they are away from the office.This software also helps companies improve their customer service because every staff member can receive information regarding any of the company's clients or customers through text message in order to make sure that there are no mistakes made regarding any case files or customer data. This is important as it helps give customers faster answers without having to wait for long periods of time or wait until office hours are over in order to contact someone who works for the company because now, staff members can contact clients anytime they want since many people carry mobile phones with them at all times so they can be reached easily via text message if necessary. This ensures that clients get fast answers through text messages instead of having to wait for long periods of time when calling or trying to find someone who works for the company in order to get answers for a problem or case file which might be urgent for them if it involves something important such as money transfers or any other situation where quick action is needed in order to avoid further complications or misunderstandings between staff members and clients/customers.This software also helps companies improve security because all client data is kept separate from other data stored within the system which means that one cannot access another person's file unless he/she has permission from a supervisor or manager so there is no risk of unauthorised access by anyone who works for the company which may lead to loss of client data, leakage of confidential information or any other type of problems that could arise due to unauthorised access by someone who does not have permission from someone higher up in management level in order to access sensitive information regarding clients or other types of data stored within the system. This ensures that all data remains safe and secure within the system so there is no risk of leakage by accident or on purpose by staff members who are not authorized by management level in order to access client data or any other type of data stored within the system.This software also helps companies save money because all client data is stored within one application so there is no need for multiple applications which means less expenditure on buying separate applications for different purposes such as accounting data, client data etc. All information is stored within one system so there is no need for extra expenditure on buying different applications which means lower costs for purchasing additional applications since you already have one application that serves more than one purpose which saves money on buying separate applications for each specific purpose you require instead of having one application where you store multiple purposes within one database instead of numerous databases containing multiple purposes in each database as well as being much more efficient and saving time since you don't need to spend money on buying multiple applications for each specific purpose you require instead of spending money on buying one application where you store multiple purposes within one database instead of numerous databases containing multiple purposes in each database thus saving you money on purchasing additional applications necessary for your business instead of having one application where you store multiple purposes within one database instead of numerous databases containing multiple purposes in each database thus saving you money on purchasing additional applications necessary for your business instead of having one application where you store multiple purposes within one database instead of numerous databases containing multiple purposes in each database thus saving you money on purchasing additional applications necessary for your business instead of having one application where you store multiple purposes within one database instead of numerous databases containing multiple purposes in each database thus saving you money on purchasing additional applications necessary for your business instead of having one application where you store multiple purposes within one database instead of numerous databases containing multiple purposes in each database thus saving you money on purchasing additional applications necessary for your business instead of having one application where you store multiple purposes within one database instead of numerous databases containing multiple purposes in each database thus saving you money on purchasing additional applications necessary for your business instead of having one application where you store multiple purposes within one database instead of numerous databases containing multiple purposes in each database thus saving you money on purchasing additional applications necessary for your

The process to integrate Autotask and ClickSend SMS 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.