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.
PDF4me API gives you all functionalities around PDF, e.g. Convert, Merge, Split, make PDF/A compatible, Optimize, Protect, Unlock, OCR, Create Watermarks, Get thumbnails, Rotate, Attach barcode, Extract Pages, Split Document by Barcode.PDF4me 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...
It's easy to connect Autotask + PDF4me 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 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.
Creates an account.
Creates a contact.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Updates a ticket.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
Autotask is an IT Service Management (ITSM. solution that allows businesses and MSPs to be more efficient in managing their customers. It is software that provides monitoring, alerting, billing, customer service, and network management. It is also a powerful business management tool that allows you to be more organized and aware of your business.
PDF4me is the first online platform that enables organizations to easily create and share professional PDF documents with one click from their browser or mobile device. Users are able to generate PDF documents from any existing file, like Excel spreadsheets, PowerPoint presentations, Microsoft Word and Google Docs files.
Autotask has created an integration with PDF4me. This integration allows Autotask users to create professional PDF documents in just one click. It also allows them to share those PDFs with their clients. The integration makes it easy for users in Autotask to add a PDF attachment with their Autotask tickets. When users want to send a ticket to a client, they can attach the PDF directly from the Autotask ticket, without having to leave Autotask.Once the PDF has been added as an attachment, the system will deliver the PDF via email to the client. The client can then open the attachment in PDF4me and review it right there in the browser, or simply download it to view later. Clients benefit from being able to open and review documents instantly, saving them time by eliminating the need to print and scan documents later.Users can also define how they want the PDF document to look when delivered via email. They can choose between sending it as an HTML document or as an image attachment. They can also decide whether they want it sent as a standard or secure document. With this feature, users can ensure that attachments are always sent as intended by using customized formatting options through PDF4me.They can also customize the subject line and body of the email through HTML formatting.PDF4me allows users to create professional-looking documents from any type of content source:
When your business shares documents with customers over email, these emails are likely going into the recipient’s spam folder or junk mail folder instead of their inbox. With this integration, Autotask users don't have to worry about that happening because they can send their documents directly from Autotask. All of their recipients will receive the attachments directly in their inboxes without having to do anything, which puts Autotask ahead of other leading competitors.
The process to integrate Autotask and PDF4me 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.