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Autotask + Colligso TextIn Integrations

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

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 Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

Colligso TextIn Integrations

Best Autotask and Colligso TextIn 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 textin

    Microsoft Dynamics 365 Business Central + textin

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Autotask New Customer
     
    Then do this...
    textin Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Autotask textin

    Magento 2.X + textin

    Create new customers in Colligso TextIn when new customers are added in Magento 2.x Read More...
    When this happens...
    Autotask New Customer
     
    Then do this...
    textin Get Permission
    Eliminate double entry between Colligso TextIn and Magento 2.x by integration both apps together. This Magento 2.x-Colligso TextIn integration will automatically create a new customer in Colligso TextIn when a new client is created in Magento 2.x, enabling you to send more marketing specific text to your customers without any manual efforts. Use this Appy Pie Connect integration and make your marketing strategy more efficient.
    How this Magento 2.x-Colligso TextIn Integration Works
    • A new client is created in Magento 2.x
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Magento 2.x account
    • A Colligso TextIn account
  • Autotask textin

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

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

It's easy to connect Autotask + Colligso TextIn 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 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 Contact

    Creates a contact.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Update Ticket

    Updates a ticket.

  • Create Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

How Autotask & Colligso TextIn 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 Colligso TextIn as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Colligso TextIn 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 Colligso TextIn

Autotask is a client management software that provides a complete IT solution. It helps to manage and streamline the business of an organization. Autotask facilitates small and large businesses including Fortune 500 organizations. In addition, Autotask has a customer base of over 75000 customers.

In comparison, Colligso TextIn is a text messaging service that is used for communicating with clients, employees and customers. One of the important features of Colligso TextIn is that it provides information via SMS, email and voice calls to a mobile device. The main goal of Colligso TextIn is to provide information to the end user in their preferred channel.

In this article, I will discuss how Autotask can integrate with Colligso TextIn to serve customers better.

Autotask has integrated its services with Colligso TextIn by providing two-way integration. With this integration, the information that is stored in Colligso TextIn is updated into Autotask as well. This ensures that the data is synchronized between both systems. In addition, the information in Colligso TextIn can be accessed through Autotask’s mobile app. This provides convenience for customers who want to access information on the go. Therefore, all the information from Colligso TextIn can be retrieved from Autotask.

The integration of Colligso TextIn and Autotask is beneficial for the customers because they can communicate with their clients via text messages. This way, they do not have to call them or wait for long periods of time until they reply back. Another benefit of having this integration is that customers can use a single platform for managing multiple products. There are multiple customer service applications available in the market today. However, the integration of Colligso TextIn and Autotask enables customers to use one application for integrating multiple products that are offered by both companies. A custom integration is possible using this integration service.

From my understanding of both Autotask and Colligso TextIn, I conclude that there should be a two-way integration between them. This way, there will be proper synchronization and exchange of information between both systems. The integration of Autotask and Colligso TextIn will provide ease of use to the customers as they will not have to switch between applications to get desired information.

The process to integrate Autotask and Colligso TextIn 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.