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Autotask + Keap Integrations

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

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 Keap

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

Keap Integrations

Best Autotask and Keap 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 Drive

    Keap + Google Drive

    Create new rows to Google Sheets by tagging Keap contacts Read More...
    When this happens...
    Autotask Updated Contact
     
    Then do this...
    Google Drive Create Folder
    To help prevent data loss, it's always a good idea to have a backup of your data. This connection will add tagged Keap contacts to Google Sheets automatically. When you tag a contact, their contact information is automatically uploaded to Google Sheets in new rows. You won't have to export tagged lists manually any longer.
    How This Keap-Google Sheets Integration Work
    • A new tag added to contact
    • Appy Pie Connect adds new row to a Google Sheets
    What You Require
    • Keap account
    • Google Sheets account
  • Autotask Google Drive

    Keap + Google Drive

    Create folders in Google Drive for tagged Keap contacts Read More...
    When this happens...
    Autotask Updated Contact
     
    Then do this...
    Google Drive Create Folder
    You don't need to worry about the intricacies once you've identified the contacts you need to harvest materials from; instead, set up this Connect Flow to do it for you. When you add a certain tag to a contact on Keap, it will automatically create a new folder on Google Drive. Everything will stay organized now that it's automatically linked to your contact's email address, no matter how many you add.
    How Does It Work?
    • A new contact is added on Keap
    • Appy Pie Connect generates a new Google Drive folder for you
    Apps Involved
    • Keap
    • Google Drive
  • Autotask Google Drive

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

It's easy to connect Autotask + Keap 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 Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

    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 Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

How Autotask & Keap 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 Keap as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Keap 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 Keap

Keap is a software company based in Mountain View, California (www.keap.com. Keap was founded in May of 2008 and offers a cloud-based services that enables organizations to manage and track various IT assets and information. Keap has been purchased by Autotask Corporation (www.autotask.com), a software company based in Toronto, Canada. Autotask is a vendor of business management software for businesses running Microsoft Dynamics AX/GP/NAV, Microsoft Dynamics SL, Microsoft Dynamics CRM, Salesforce.com, Google Apps, NetSuite, IBM Aspera, BMC Remedy, SugarCRM and other SaaS applications.

Integration of Autotask and Keap will enable business users to access a single system for work order management, service desk operations, asset management and contract management all from within one unified interface. Integration of Autotask and Keap will also provide organizations with a comprehensive view of IT assets as well as a unified view of IT services. With the integration of Autotask and Keap, managers will be able to manage both internal and external customer information from one platform.

Autotask offers advanced capabilities to support the management of ITSM processes including work order management, incident management, change management and asset management. Keap on the other hand offers a cloud-based spution that helps businesses manage contracts and service contracts. Integration of Autotask and Keap will enable companies to have a unified view of their IT assets as well as the services that they offer to their customers. This will greatly benefit companies who need to manage multiple customer accounts in one place.

Overall, the integration of Autotask and Keap will help increase efficiency in IT service management in companies. By having a single system, companies will be able to manage their internal IT services as well as their external services much more efficiently without having to worry about managing numerous systems at one time.

The process to integrate Autotask and Keap 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.