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Autotask + JotForm Integrations

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

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 JotForm

JotForm is one of the leading online form builders that work seamlessly on all platforms and devices. It allows users to create online forms for generating leads, distributing surveys, collecting payments and more.

JotForm Integrations

Best Autotask and JotForm 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 Trello

    JotForm + Trello

    Create cards on Trello form new new JotForm submissions Read More...
    When this happens...
    Autotask New Submission
     
    Then do this...
    Trello Create Card
    If you're a power user of both Trello and JotForm, launching Trello cards from new JotForm submissions is a snap. Once this integration is turned on, Appy Pie Connect makes it super simple to create a fresh card in Trello anytime new information comes into JotForm. This Appy Pie Connect integration only creates new Trello cards after you've set it up, not cards for previous form submissions.
    The Method of Action
    • JotForm has received a new submission
    • Appy Pie Connect create a new Trello card matching the submission on the board and list of your choice
    What You Will Need
    • JotForm account
    • Trello account
  • Autotask Google Sheets

    JotForm + Google Sheets

    Add new rows in Google Sheets on JotForm responses Read More...
    When this happens...
    Autotask New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    You can have your JotForm submissions immediately added to Google Sheets with this integration, making it easy to share findings with colleagues. After you set this up, every time a new JotForm answer is received, a new row will be added to the Google Sheets spreadsheet you specify.
    How Does This Integration Work?
    • A new submission is received on JotForm
    • Appy Pie Connect creates a new row on Google Sheets
    What You Require
    • JotForm account
    • Google Sheets account
  • 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 + JotForm in easier way

It's easy to connect Autotask + JotForm 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.

  • New Submission

    Triggers when a new submission has been added to a specific form.

    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.

How Autotask & JotForm 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 JotForm as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate JotForm 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 JotForm

Autotask is a software that allows you automate the tasks related to your business. You can use it to manage your contacts, projects, invoices and also get invoice reminders, track hours worked, organize your schedule, communicate with team members or customers and find new customers. It is an online system that you can access from any computer and mobile device.

JotForm is a web-based software that helps you build online forms for your business. These forms can be used for creating contact forms, surveys, registration forms, event registrations, job applications, etc. The system allows you to send email notifications to the form users, collect responses using online submissions and store data safely.

Integration of Autotask and JotForm is possible by using the API’s provided by both the platforms. Autotask provides integration with JotForm that makes it easy for you to add a contact form to your Autotask account using your personal JotForm account. In this way, you can create a professional website that can be used for marketing purposes.

Benefits:

    Integration of Autotask and JotForm

    Benefits of Integration of Autotask and JotForm

We can conclude this article by saying that JotForm and Autotask integration is possible by using their own API’s. In this way, you can create multiple contact forms on Autotask.

The process to integrate Autotask and JotForm 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.