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Autotask + Gravity Forms Integrations

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

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 Gravity Forms

Gravity Forms is one of the best contact form plugins for WordPress-powered websites and blogs. It is really easy to integrate Gravity Forms with several popular web applications and online services.

Gravity Forms Integrations

Best Autotask and Gravity Forms 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 Google Sheets

    Gravity Forms + Google Sheets

    Add rows in Google sheets on new submissions in Gravity Forms Read More...
    When this happens...
    Autotask Form Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Need to export your Gravity Forms contributions to a Google Sheets spreadsheet so you can share them with coworkers and collaborators outside of Gravity Forms? This Gravity Forms-Google Sheets interface makes it simple and automatic to precisely accomplish that. Each time someone signs up for one of your webinars, Appy Pie Connect creates a contact for them in Salesforce, ensuring that you have the information you need to begin contacting them about other products or services they may be interested in.
    How It Works
    • Whenever someone fills out that form
    • Appy Pie Connect instantly copies the new record into your Google Sheets spreadsheet
    What You Need
    • Gravity Forms
    • Google Sheets
  • Autotask Microsoft Excel

    Gravity Forms + Microsoft Excel

    Create rows on Excel on new Gravity Forms submissions Read More...
    When this happens...
    Autotask Form Submission
     
    Then do this...
    Microsoft Excel Add Row
    The more quickly your form submissions arrive, the more difficult it might be to keep track of and save them all. You can, however, set up this Connect Flow to catch everything for you. When a new form submission is received in Gravity Forms, it will automatically add that information to a row in a chosen Excel spreadsheet, keeping your sheet up to date for all of your subsequent procedures.
    How This Gravity Forms and Excel Integration Works
    • Gravity Forms has received a new form submission
    • Appy Pie Connect inserts a row to an Excel spreadsheet automatically.
    What You Need
    • Gravity Forms
    • Excel
  • Autotask Microsoft Excel

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

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

It's easy to connect Autotask + Gravity Forms 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.

  • Form Submission

    Triggers when a new specified form is submitted.

    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.

  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

How Autotask & Gravity Forms 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 Gravity Forms as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Gravity Forms 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 Gravity Forms

Autotask?

Autotask is a software platform designed to help busy IT organizations automate business processes, boost productivity, and reduce costs. The company’s flagship product works across the entire IT lifecycle of small to enterprise-sized organizations. Customers use Autotask to automate time consuming tasks, improve customer service levels, increase retention rates, and reduce overhead.

Gravity Forms?

Gravity Forms is a premium WordPress plugin that enables users to build forms with WordPress.

Integration of Autotask and Gravity Forms

Autotask is a robust IT management platform for small to enterprise-sized businesses. It allows users to manage all aspects of their IT environment while providing tops to reduce the time it takes to complete tasks while increasing efficiency. The integration of Autotask with Gravity Forms will allow users to send data from Autotask into their WordPress site within the form they are creating. This is valuable because users are able to import previously entered data into the form they are creating without needing to re-enter that information. This saves time on the front end while ensuring that all entered data is valid on the back end.

Benefits of Integration of Autotask and Gravity Forms

One benefit of this integration includes reducing errors when entering data in the form. If users are re-entering data in the form, there is a greater chance of an error occurring than if the user were simply importing the data from Autotask into their form. Another benefit of this integration is that it helps save time when entering information into the form. It also reduces errors that may occur when users are re-entering data into the form they are creating. When users re-enter information manually, there is a greater chance of an error occurring than if they were simply importing data from Autotask into the form.

The integration of Autotask and Gravity Forms will allow users to send data from Autotask into their WordPress site within the form they are creating. This is valuable because users are able to import previously entered data into the form they are creating without needing to re-enter that information. This saves time on the front end while ensuring that all entered data is valid on the back end.

The process to integrate Autotask and Gravity Forms 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.