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.
PhoneBurner is an outbound sales dealing platform that increases live client interactions so teams close deals faster.PhoneBurner 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 + PhoneBurner 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.
Trigger when contact moved to a specific folder.
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 contact.
Creates a new contact or update a existing contact.
“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.
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.
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.