?>

Autotask + PhoneBurner Integrations

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

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 PhoneBurner

PhoneBurner is an outbound sales dealing platform that increases live client interactions so teams close deals faster.

PhoneBurner Integrations

Best Autotask and PhoneBurner 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

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

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

It's easy to connect Autotask + PhoneBurner 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 Contact

    Trigger when contact moved to a specific folder.

    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 Contact

    Creates a new contact.

  • Create Update Contact

    Creates a new contact or update a existing contact.

How Autotask & PhoneBurner 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 PhoneBurner as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate PhoneBurner 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 PhoneBurner

“Autotask, Inc. is the global market leader for integrated business management software for the IT services and support industry. With a portfolio of software and services that provide real-time information, insight and automation to help manage complex businesses, Autotask empowers more than 5,000 MSPs and IT service providers worldwide to deliver proactive solutions to their SMB clients” (Autotask, 2017.

Two companies with a similar mission are Autotask and PhoneBurner. Both companies provide cloud-based services to small businesses who use their products to manage their IT needs. They both have a workforce that consists of employees and subcontractors. The two companies also have a similar mission statement as stated by Autotask. “Our mission is to empower our clients to thrive in a changing world of technology” (Autotask, 2017.

    Integration of Autotask and PhoneBurner

Autotask and PhoneBurner both complement each other well. They are both cloud based and allow businesses to be organized into customer accounts. An account manager can then assign different tasks to different employees within an organization. An account manager can also see what tasks are assigned to which employees. This is made possible through a dashboard that shows the status of each task that is assigned and also allows the account manager to communicate with any employee about the status of a task that has been assigned to them. The account manager can also see what steps the employee took in order to complete a specific task. This also allows an external client to see what steps were taken by an employee to complete a task.

    Benefits of Integration of Autotask and PhoneBurner

There are many benefits of integrating Autotask and PhoneBurner. One example of this is how the two companies make it easy to manage multiple clients at one time. Each new customer will be automatically added into the system when the company signs up for either Autotask or PhoneBurner. The companies integrate with accounting software such as Quickbooks, making it easy for payroll purposes. Through integration with Quickbooks, it allows an owner or manager to see how much money they are spending on a specific project so they can adjust accordingly. In addition, integration allows an owner or manager to see the financial progress of a project as it progresses. If an owner or manager does not want to spend a large amount of money on a project, he or she has the option of lowering the number of employees working on the project. This is made possible through the integration between Autotask and PhoneBurner.

The process to integrate Autotask and PhoneBurner 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.