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Autotask + MeisterTask Integrations

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

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 MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

MeisterTask Integrations

Best Autotask and MeisterTask 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 Microsoft Dynamics CRM

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

It's easy to connect Autotask + MeisterTask 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 Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

    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 Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

How Autotask & MeisterTask 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 MeisterTask as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate MeisterTask 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 MeisterTask

Autotask is a computer program that provides users with software tools to manage their businesses and companies. Autotask was created in 1995 by Mark Cattini, the founder of Autotask Corp. This software can be used on any device, including mobile phones or tablets. Autotask has a user-friendly interface and is easy to use.Autotask is available in different versions. There’s a free trial of 30 days, a standard version for $10 per month or $80 per year, and a professional version for $20 per month or $200 per year.The standard and professional versions include a mobile app called Autotask Express. The mobile app syncs with the desktop version and allows users to manage their business from wherever they are. It also includes a built-in expense tracker.

MeyerTask is an online project management tool. This means that it enables users to create and organize projects online.MeisterTask is cloud-based so it is available anywhere. It can be accessed via internet browsers and has an intuitive interface.MeisterTask also offers several integrations to different software like Slack, Dropbox, Google Docs, Trello, GitHub, Zapier, etc.MeisterTask uses Chrome technology to allow users to work faster. For example, users can add task boxes directly into websites without leaving the page they are browsing.MeyerTask also has a mobile app.

Integration of Autotask and MeisterTask

Autotask and MeyerTask can be integrated using Zapier.Zapier is a service that allows you to link different apps together to create what they call “Zaps” or “Zap Chains” that let you automatically perform predefined actions within other apps.Here is an example of how to integrate Autotask and MeisterTask using Zapier:

  • Go to Zapier and click on “Make a Zap”.
  • You will be prompted to connect your Autotask account to Zapier. After doing so, you will be taken back to the screen where you will have to define which action you want to perform on your Autotask account when a certain action occurs in MeisterTask.
  • To connect your accounts, you will need an API key to get access to these services. You can get one by going in your dashboard on both Autotask and MeisterTask and clicking on “API” at the top right corner of your screen. Once you are here, click on “Activate API” on both accounts.
  • Now when you are in Zapier’s “Make a Zap” screen, go to the first dropdown menu (it should say “Select Trigger App”. and choose MeisterTask. Then go to the second dropdown menu (it should say “Select Action App”. and choose Autotask.
  • In the “Choose a trigger app” section, choose MeisterTask as the app that triggers your desired action in Autotask (even if it isn’t the case. For example, if you want to create a new task in MeisterTask every time someone submits a timesheet on Autotask, choose MeisterTask as the trigger app even if it isn’t the case. This way, you will always know when someone submits a timesheet on Autotask. The same thing applies when choosing an action app, choose Autotask even if you want to create a new task in MeisterTask every time someone submits a timesheet on Autotask (even if it isn’t the case.
  • In the second section, choose the desired action for this specific ZAP instance. Create New Task in MeisterTask or Create New Task in Autotask based on what you chose in step 5. Then click on “Continue”.
  • In the third section, you will be able to choose which fields you want sync between Autotask and MeisterTask so that you can create/update tasks based on those fields in either app depending on what you selected in step 6 (i.e., if you chose Create New Task in MeisterTask + based on custom fields, then select the custom fields from your Autotask account here. Then click on “Next”.

8. In the fourth section, choose whether you want to create a task when an existing task is completed in MeisterTask or not. Then click on “Create Zap!”Benefits of Integration of Autotask and MeisterTask

Integrating Autotask and MeisterTask allows users to save time by automating repetitive tasks like creating new tasks or updating existing ones without having to manually do so each time they have to create/update tasks in either app individually. By integrating them, users can do this all at once and in just one place instead of having to go through their apps individually and create/update tasks there individually too (which could be both time consuming and frustrating.Another benefit of integrating Autotask and Meyertask is automation. When users integrate their apps together using Zapier, they can automate their workflows without having to worry about doing it manually because everything happens automatically and seamlessly without them having to lift a finger or think about it consciously.

The process to integrate Autotask and MeisterTask 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.