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Autotask + moosend Integrations

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

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 moosend

moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.

moosend Integrations

Best Autotask and moosend 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 Slack

    moosend + Slack

    Send Slack channel messages for new Moosend subscribers Read More...
    When this happens...
    Autotask New Subscriber
     
    Then do this...
    Slack Send Channel Message
    Keep your team informed about the newest email marketing list activities. After setting up this integration, Appy Pie Connect will automatically submit each new Moosend subscriber's details to a Slack Channel as a bot once this integration is turned on.
    How This Moosend-Slack Integration Works
    • A new subscriber is added to a mailing list
    • Appy Pie Connect posts a new message to a specific channel you choose.
    What You Require
    • Moosend account
    • Slack account
  • Autotask Slack

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

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

It's easy to connect Autotask + moosend 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 Subscriber

    Trigger once new subscriber coming in the list.

    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 Subscriber

    Creates a subscriber.

  • Unsubscribe Member

    Unsubscribe member from all and targeted mailing list.

How Autotask & moosend 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 moosend as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate moosend 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 moosend

Enterprises are the backbone of any economy. To maintain a steady run, there is a need to have an effective management system as it will not only help companies to stay afloat but also ensure business growth. A well-managed information system is crucial in determining the success or failure of a business venture. The integration of Autotask and moosend will provide several benefits.

Autotask offers comprehensive business management sputions for IT and business professionals. It focuses on automating IT and business processes by providing cloud-based software that covers more than 20 million users worldwide. Autotask’s software module helps businesses in managing IT services, asset resources, workforce effectiveness, customer relationship management, professional services automation, and finances. It has an easy to use interface and can be accessed from anywhere.

Moosend helps customers in their day-to-day business operations. It is easy to use and can be accessed from anywhere. It provides highly functional tops for order management, invoicing, and accounting. It enables customers to manage multiple accounts and enterprises in one place and send invoices online. Moosend also helps in tracking deliveries and shipments. Businesses can use its integrated CRM platform for better customer service. Customers can easily send emails with attachments to their clients using the mail template feature.

The integration of Autotask and moosend will ensure seamless workflow of all business activities. Customers will find it easy to manage their business processes using the integrated spution offered by these two applications.

The process to integrate Autotask and moosend 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.