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Autotask + SendGrid Integrations

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

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 SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

SendGrid Integrations

Best Autotask and SendGrid 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 SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    When this happens...
    Autotask New Visitor
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • Autotask SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    When this happens...
    Autotask New Visitor From Report
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • Autotask SendGrid

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

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

It's easy to connect Autotask + SendGrid 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.

    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.

  • Send Email

    Sends an Email.

How Autotask & SendGrid 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 SendGrid as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SendGrid 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 SendGrid

Autotask and SendGrid are two enterprise level software companies. Autotask is a CRM software that was previously known as Axia. On the other hand, SendGrid is a cloud based email delivery company. Integration of Autotask and SendGrid promotes automation among clients. There are various benefits of integration of Autotask and SendGrid such as saving time, cost effective, maintaining records and efficient communication system among clients. This paper presents an outline of an article that describes the integration of Autotask and SendGrid.

    Integration of Autotask and SendGrid

Autotask and SendGrid are two powerful tools for automating business processes. Autotask provides a CRM platform that helps in tracking sales opportunities, managing customers, leads and tasks. On the other hand, SendGrid has provided email delivery services to over 1,000,000 businesses worldwide. The email delivery service allows sending personalized marketing emails to your audience. It is also used for transactional emails like newsletters, receipts, password reminders etc. With SendGrid integration of Autotask with SendGrid, it can be helpful for carrying out marketing campaigns and improving customer engagement. It can help in automating repetitive tasks and increase productivity of employees. It can also help in managing customers effectively and easily. Overall the integration of Autotask and SendGrid will make the task easier for the user and ensure efficiency.

    Benefits of Integration of Autotask and SendGrid

There are various benefits of integration of Autotask and SendGrid such as saving time, cost effective, maintaining records and efficient communication system among clients. Firstly, integration of Autotask and SendGrid saves time for the user as it reduces the number of steps required to carry out a task. It also prevents duplication of work as tasks get completed automatically when integrated. Secondly, integration of Autotask and SendGrid is cost effective as it eliminates the need to hire additional employees for carrying out repetitive tasks. Cost effectiveness can also be achieved by automating manual tasks which will help in reducing labor costs. Thirdly, integration of Autotask and SendGrid will help in maintaining records as all details are saved on a central database which can be accessed at any point of time. Fourthly, integration of Autotask and SendGrid improves communication system among clients by allowing users to send personalized messages to their customers or follow-ups on abandoned shopping carts etc. It also allows users to track who opened their message or clicked on links included in a message or unsubscribed from a mailing list etc.

The integration of Autotask and SendGrid will promote automation among clients, save time, reduce costs and maintain records effectively. It will also help in improving communication system among clients. Overall the integration of Autotask and SendGrid is beneficial for its users as it allows them to accomplish tasks easily while keeping track of important details through its database.

The process to integrate Autotask and SendGrid 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.