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Email By Connect + Autotask Integrations

Syncing Email By Connect with Autotask is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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.

Autotask Integrations
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Best Email By Connect and Autotask Integrations

  • Email By Connect MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Email By Connect 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
  • Email By Connect Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Email By Connect 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
  • Email By Connect Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Email By Connect 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
  • Email By Connect Microsoft Dynamics CRM

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

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

It's easy to connect Email By Connect + Autotask 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.

How Email By Connect & Autotask Integrations Work

  1. Step 1: Choose Email By Connect as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Email By Connect with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Autotask as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Autotask with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Email By Connect and Autotask

ConnectWise and Autotask are both business application software. They are used for managing, automating and tracking the activities of the company.

Autotask is a system of management, which helps in tracking employee tasks and also manages revenue and billing. It also tracks the expenses incurred. Essentially it is an inventory management software that will help in managing company’s assets.

Email By Connect is an email marketing program. It has different features like creating email templates, customizable email content, tops to track the effectiveness of emails, etc. It also connects with Autotask through API where it can communicate with Autotask database to tell what kind of work is pending in the company. Thus integrating Email By Connect with Autotask can make things easier for users of both products.

Integration of Email By Connect and Autotask

Both Email By Connect and Autotask are business application software; thus they will be integrated using API (Application Programming Interface. This integration will help in addressing the fplowing problems.

  • While sending out email to clients, there can be some clients who have already purchased products from your company, but have not added them to their list of products purchased in their Autotask account. So if you send out an email to these clients, they may be puzzled to see that they have already purchased products from you.
  • Similarly there may be some clients who have just bought products from your company, but have not added these products to their list of products purchased in their Autotask account. So if you send out an email to these clients then they may be puzzled to see that they have not purchased products from you.
  • A new customer may buy products from your company for the first time, but he/she may not add these products in their list of products purchased in their Autotask account. Thus they will not receive any email regarding this product. If the client has purchased 10 or more products from your company, then they can set up an automatic email campaign in Autotask every week informing the client about his/her purchases.
  • If a client has purchased products from your company but has not used them then he/she may not get any emails regarding the service contract on their purchased products. If client buys 10 or more services then he/she can set up an automatic email campaign in Autotask every week informing them about the service contracts available on their purchased products.
  • A client may have subscribed for a newsletter in your Mailchimp account, but he/she may not have added his/her email address in Autotask account so they may not get any emails from you about your newsletters. Similarly if a client has subscribed for a newsletter in your Mailchimp account but has not received any emails from you then he/she may unsubscribe from your mailing list. This needs to be addressed by integration between Email By Connect and Autotask.
  • If a client has subscribed for a newsletter in your Mailchimp account, but he/she may not have added his/her email address in Autotask account so they may not get any emails from you about your newsletters. Similarly if a client has subscribed for a newsletter in your Mailchimp account but has not received any emails from you then he/she may unsubscribe from your mailing list. This needs to be addressed by integration between Email By Connect and Autotask.
  • Client may have subscribed for an autoresponder series or webinar in your Mailchimp account, but he/she may not have added his/her email address in Autotask account so they may not get any emails from you about your autoresponders or webinars. Similarly if a client has subscribed for an autoresponder series or webinar in your Mailchimp account but has not received any emails from you then he/she may unsubscribe from your mailing list. This needs to be addressed by integration between Email By Connect and Autotask.
  • If a client has subscribed for an autoresponder series or webinar in your Mailchimp account, but he/she may not have added his/her email address in Autotask account so they may not get any emails from you about your autoresponders or webinars. Similarly if a client has subscribed for an autoresponder series or webinar in your Mailchimp account but has not received any emails from you then he/she may unsubscribe from your mailing list. This needs to be addressed by integration between Email By Connect and Autotask.
  • If a customer has subscribed for an autoresponder series or webinar in your Mailchimp account, but he/she may not have added his/her email address in Autotask account so they may not get any emails from you about your autoresponders or webinars. Similarly if a customer has subscribed for an autoresponder series or webinar in your Mailchimp account but has not received any emails from you then he/she may unsubscribe from your mailing list. This needs to be addressed by integration between Email By Connect and Autotask.
  • In case a customer has subscribed for a service contract on their purchased product but is not getting any information about it from you then they will cancel the purchase as there will be no information from you about the service contract on their purchased product. Thus integration of Email By Connect with Autotask will help customers to get all the necessary information regarding their purchases and also ensure easy payment processing by integrating PayPal into the system.

The process to integrate Email By Connect and Autotask may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.