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Autotask + Vend Integrations

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

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 Vend

Vend is a cloud-based point of sale system for retailers of all types and sizes. Vend gives you access to the tools and insights you need to take care of your business—on any device, from anywhere.

Vend Integrations
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Best Autotask and Vend 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

    Vend + textin

    Get Permission from Colligso TextIn for every new Vend customer Read More...
    When this happens...
    Autotask New / Updated Customer
     
    Then do this...
    textin Get Permission
    Reach out your customers with text messages for announcements, information, remarketing, new product launch, or for anything, and increase sales by integrating Colligso TextIn with Vend. After setting up this integration, you can automatically get Colligso TextIn permissions to send text (SMS) for every newly added customer in Vend. This Colligso TextIn-Vend integration will help you increase your sales like never before.
    How This Vend- Colligso TextIn Integration Works
    • A new customer is added to your Vend account
    • Appy Pie Connect automatically takes permission so send Text (SMS) to that contact from your Colligso TextIn account
    What You Need
    • A Vend account
    • A Colligso TextIn account
  • Autotask textin

    Vend + textin

    Automatically add new Vend customers to Colligso TextIn Read More...
    When this happens...
    Autotask New / Updated Customer
     
    Then do this...
    textin Create Customer
    Want to keep customers in the loop with important updates, new product announcements, or discount codes? When a new customer is added to Vend, this Colligso TextIn- Vend integration will automatically add their contact information to Colligso TextIn, helping you to keep in touch with your customers.
    How This Vend- Colligso TextIn Integration Works
    • A new customer is added to your Vend account
    • Appy Pie Connect automatically add their information to Colligso TextIn
    What You Need
    • A Vend 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 + Vend in easier way

It's easy to connect Autotask + Vend 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.

  • New / Updated Customer

    Trigger when new customer added or update any old customer.

  • New / Updated Product

    Trigger when new product added or update any old product.

  • New Sale

    Trigger when new sale added.

  • New Sale (Line Item Support)

    Trigger when new sale added.

  • New Supplier

    Trigger when new supplier added.

    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

    Create a new customer.

  • Create Order

    Create a new order.

  • Create Product

    Create a new product or update an old product.

How Autotask & Vend 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 Vend as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Vend 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 Vend

This paper will introduce Autotask and Vend, two companies that provide services to the IT industry. The focus of this paper will be the integration of Autotask and Vend.

    Integration of Autotask and Vend

The integration of Autotask and Vend began in 2015 when Autotask announced that it would be acquiring Vend. The integration involved uniting the two companies into a single platform. This platform integrates several business tools into a single user interface. Vend users can now continue using their software without having to learn any new processes or tools. The unified platform offers services such as credit card processing, invoicing, and inventory management.A major advantage of the integration is that all data is stored in one place. This allows for quick and easy access to all information needed by a business. Information about customers, products, inventory, and accounting can all be accessed from a single interface. This reduces time spent looking for the correct information, which is especially useful for companies with large customer bases.

    Benefits of Integration of Autotask and Vend

The Autotask and Vend platforms are similar and therefore offer many of the same benefits to both companies. One of these benefits is decreased workload. Both the Autotask and Vend platforms are designed to save time and reduce workload on the user's end. Time is saved with tools such as automatic invoicing and ongoing reporting. Customers are notified automatically via email when invoices are due so they can be paid on time. Vend uses this data to produce reports that allow users to see their entire sales history at a glance. Another benefit is increased business efficiency. Information about customers, products, inventory, and accounting can all be accessed from a single interface. This means more efficient management of all areas of a business. For example, inventory is easier to track when changes can be made from a single window rather than multiple windows in different programs.Automatic invoicing and ongoing reporting reduce workload by allowing users to focus their efforts elsewhere rather than emphasizing these tasks. Vend also gives users the ability to export data for use in other programs such as Excel. This allows users to customize information reports based on their needs rather than those provided by Vend. In addition, the integration of Autotask and Vend allows for increased collaboration between employees. Information is available in one place, making it easy for employees to share files and information with coworkers over the internet or on a local network.

The integration of Autotask and Vend has proven to be an advantageous move for both companies. They have combined their resources to create a more efficient system that saves time and effort. This in turn improves efficiency, productivity, and profitability.

The process to integrate Autotask and Vend 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.