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Autotask + Xendit Integrations

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

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 Xendit

Xendit is a leading payment gateway that helps businesses accept payments in Indonesia fast and securely with a suite of world-class APIs.

Xendit Integrations
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Best Autotask and Xendit 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

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

It's easy to connect Autotask + Xendit 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 Invoice

    Trigger when new invoice created.

    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 Account

    Creates an account.

  • Create Customer

    Create a new customer.

  • Create Disbursement

    Creates a disbursement.

  • Create Invoice

    Creates an Invoice.

  • Create Payout

    Creates a payout.

  • Create QR Code

    Creates QR Code.

How Autotask & Xendit 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 Xendit as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Xendit 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 Xendit

"Autotask Corporation is a software company that provides cloud-based business management software to the automotive industry." (Autotask Corporation, 2017)"Xendit is a company that offers a platform for managing online auctions and classified ads." (Xendit, 2017)

Autotask is a software company that provides cloud-based business management software to the automotive industry. It was founded in 1984 by Michael C. Littman and David B. Lang. The headquarters of Autotask is located in San Diego, California. The company name Autotask comes from combination of words like Auto + Task, signifying the solution it provides to the automotive industry. Autotask's sole purpose is to provide a platform for its customers to manage their entire business. Autotask simplifies the complex processes of an organization by bringing together all the information required to make better decisions. From initial information of vehicles and parts at the dealer level, financial data, customer contact information, service records, and warranty status, Autotask can bring all this together and allow for easy access with one comprehensive view of your business.A computerized system for tracking all parts and vehicles in an organization is called as parts and vehicle management software or PARTS MANAGEMENT SOFTWARE (PMS. A part management system gives dealership management a lot of information about inventory, sales, service and also provides many accounting and reporting features which helps the dealership management to run efficiently. Autotask provides cloud-based part management software which can be used on any device such as desktop computers and mobile phones. It has a 12-year track record of providing software services to dealerships. It has over 20, 000 users across various markets. It has offices in India, Spain, the United Kingdom, Germany, Australia and New Zealand. It has also made partnerships with companies like Genie Solutions Ltd., an independent distributor of new and used vehicles; Wipro Ltd, a global IT services provider; Sysco Corporation, a food service distribution company; Publicis Groupe SA, a multinational advertising conglomerate; Xerox Corporation, a technology solutions company; FICO Holdings, Inc., a provider of identification management software; AT&T Inc., a telecommunications giant etc. The target market for Autotask includes businesses operating in the US, Canada, Mexico and Latin America.Autotask operates on five business process modules. Sales & Marketing, Parts and Service, Finance & Accounting, Inventory Management and Dealer Management. Each module contains functions and features that are useful for effective business operation.

Sales & Marketing. Sales & marketing module includes everything that goes into managing the marketing process including prospecting, leads management, lead follow-up, sales forecasting, sales contract management etc.

Parts & Service. This module covers the information related to parts, service history, warranties etc.

Finance & Accounting. Invoicing, pricing management and payment processing are some of its functionalities.

Inventory Management. This module is responsible for inventory purchase order management and inventory tracking etc.

Dealer Management. This module manages everything that requires contact with the dealer including communications between HQ/dealerships, logistics management and CRM. Autotask also provides add-on modules to its main modules which can be integrated with it to add more functionalities to it like Business Intelligence Dashboard Module (BIDM), Web portal module (WP), Mobile App Integration Module (MAIM. etc. These add-ons can be used independently too.

The integration of Autotask and Xendit will help both organizations to execute their business plans better than before. They have a great deal of potential to increase their sales and revenue by working together. Integration of Autotask and Xendit will be beneficial for both organizations as they would be able to communicate directly with each other without any need for third party interference and would be able to share data between them easily as well. Integration of Autotask and Xendit would create a win-win situation for both organizations as they would be able to retain their customers through providing them with better services while reducing costs of communication overhead and unnecessary efforts involved in communicating with customers through different channels like call centers etc. It would also help them to understand their customers better by knowing what exactly they want from them in terms of products or services provided by them thus helping them to improve their productivity by targeting their customers specifically with only what they require instead of wasting time on what they do not need.

The process to integrate Autotask and Xendit 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.