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.
Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.Keap Integrations
Autotask + MailChimpCreate or update Mailchimp subscribers from Autotask contacts Read More...
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.
Autotask + Google SheetsAdd new Autotask accounts to a Google Sheets spreadsheet Read More...
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
Keap + Google DriveCreate new rows to Google Sheets by tagging Keap contacts Read More...
Keap + Google DriveCreate folders in Google Drive for tagged Keap contacts Read More...
It's easy to connect Autotask + Keap without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
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.