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Gmail + Autotask Integrations

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

About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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 Gmail and Autotask Integrations

  • Gmail Slack

    Gmail + Slack

    Send private messages in Slack from new Gmail searches [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Slack Send Channel Message
    Do you want to keep your Slack’s teammates updated on every new email in Gmail? Take it easy, Appy Pie Connect will do it for you. Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. So, make your team collaboration more efficient by integrating your Gmail with Slack now.
    How this Gmail-Slack integration works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect will automatically notify every member on your Slack
    What You Need
    • A Gmail account
    • A Slack account
  • Gmail Google Drive

    Gmail + Google Drive

    Save new Gmail attachments (original file format) to Google Drive Read More...
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Google Drive Upload File
    It might be easy to selectively save Gmail attachments to Google Drive, but when you automate this process with Appy Pie Connect, it gets easier than easy. After setting up Gmail-Google Drive integration, attachments from all incoming Gmail emails will be automatically saved into your Google Drive in the original file format as they come from the sender (e.g. PDF, PNG or DOCX). So, don’t wait and try this integration now and automate repetitive tasks in your workflow.
    How it Works
    • A new email with an attachment is received in your Gmail account
    • Appy Pie Connect copies the attachment and saves it to your Google Drive account
    What You Need
    • A Gmail account
    • A Google Drive account
  • Gmail Google Sheets

    Gmail + Google Sheets

    Save Gmail emails matching certain traits to a Google Spreadsheet Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Tired of finding, copying and moving data from your Gmail account to Google spreadsheets? Don’t worry, Appy Pie Connect will automate this process in just a few minutes. You don’t need to learn to code, just set up search criteria (i.e. emails from: manager@office.com) to filter your emails so that whenever an email matching your specified criteria hits your inbox it’s automatically added to your Google Spreadsheet.
    How It Works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect copies the message and adds it to a new row in your Google Sheets
    What You Need
    • A Gmail account
    • A Google account(with access of Google spreadsheet)
  • Gmail Google Sheets

    Gmail + Google Sheets

    Add new incoming Gmail emails that match a label to Google Sheets as new rows Read More...
    When this happens...
    Gmail New Labeled Email
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Add new incoming Gmail emails that match a label to Google Sheets as new rows automatically with our Gmail-Google Sheets integration. After setting this integration up, we'll watch your Gmail account 24/7 on your behalf. Whenever any new email matching the specified label is found in your Gmail account, Appy Pie Connect will automatically add its data to a new row on Google sheets.
    How It Works
    • A new label is added to an email on Gmail
    • Appy Pie Connect automatically adds data to a new row on Google sheets
    What You Need
    • A Gmail account
    • A Google account (with Google Sheets access)
  • Gmail Trello

    Gmail + Trello

    Create Trello cards from new starred Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Starred Email
     
    Then do this...
    Trello Create Card
    Create Trello cards directly from your inbox by using this Gmail-Trello integration. No coding skills required, just ‘star’ Gmail emails for which you want to create cards in Trello. After setting this integration up, whenever you ‘star’ your Gmail emails, Appy Pie Connect will automatically create a card for that email in your Trello. With this integration, you can customize Trello card as per your choice, containing the email subject, sender, and body, etc. Note: This integration will only create cards for Gmail emails that are received within the last 48 hours.
    How It Works
    • Triggers whenever an email is starred in your Gmail inbox
    • Appy Pie Connect creates a Trello card on the board
    What You Need
    • A Gmail account
    • A Trello account
  • Gmail Trello

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

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

It's easy to connect Gmail + Autotask without coding knowledge. Start creating your own business flow.

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • 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.

How Gmail & Autotask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Gmail 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 Gmail and Autotask

Gmail is a free web-based email service provided by Google and Autotask is a cloud based software company that offers cloud-based project management and accounting software.In this article, I will discuss the integration of Gmail and Autotask and how it has changed my life for the better.

As a service provider, Autotask offers cloud-based project management and accounting software. The software allows users to manage time, tasks, projects, invoices and more.In addition to the regular features, Autotask provides tops for tracking time and managing expenses.The system also offers an add-on named Autotask Connector that integrates with other applications such as Gmail. The add-on allows users to send out mass emails to all the contacts in their address books. This feature helps users to stay in touch with their customers directly from within the Autotask application.Autotask provides a mobile app for Android, Windows and iOS platforms. It also provides a desktop client for Mac OS X and Windows platform.Another benefit of Autotask Connector is that it allows users to send out mass emails to all the contacts stored in their Gmail accounts. The messages are sent out without the need of manually creating a contact list or typing each email address individually.Users can also attach files to the messages sent from their Autotask accounts. This is done by clicking on the "attach file" button present under "Options" tab available in the Autotask email editor window.Also, since Autotask and Gmail both have separate spaces for storing emails, users can attach an unlimited number of files to their emails without clogging up space on their devices.Autotask also enables users to set up reminders for upcoming events either through email or SMS. To do so, users need to click on "Reminders" tab fplowed by "New Reminder". They can then enter details such as date and time, reminder text and whether they want to receive reminders via email or SMS. Users can also choose which contacts they want to receive these reminders from their Gmail account.Autotask Connector also sends out reminders for bills, invoices, expenses etc right into your inbox automatically thereby allowing users to remain on top of their finances.

I have used Autotask Connector for several years now and it has helped me tremendously in managing my business properly. In my opinion, if you are considering using cloud-based software for your business then I would highly recommend you give Autotask a try.

The process to integrate Gmail 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.