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Google Sheets + Autotask Integrations

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

About Google Sheets

Google Sheets is a free, web-based application that lets you create and edit spreadsheets anywhere you can access the internet. Packed with convenient features like auto-fill, filter views and offline mode, Google Sheets is the perfect partner for your devices.

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
Autotask Alternatives

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Best Google Sheets and Autotask Integrations

  • Google Sheets Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Google Sheets 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
  • Google Sheets Google Calendar

    Google Sheets + Google Calendar

    Find existing Google Calendar events when Google Sheets rows are updated Read More...
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Google Calendar Update Event
    If you’re spending way too much time on managing your Google Calendar events, then this integration is a must for you. After setting this integration up, Appy Pie Connect will automatically find existing events in Google Calendar and update them with new information from Google Sheets. Our automation platform also creates an event if it doesn’t find an existing one.
    How This Integration Works
    • Triggers when a row is updated in Google Sheets
    • Appy Pie Connect finds an existing Google Calendar event and updates it with the new information
    • Appy Pie Connect creates an event if it doesn’t find an existing one
    What You Need
    • A Google account with access to Google Sheets
    • A Google account with access to Google Calendar
  • Google Sheets Trello

    Google Sheets + Trello

    Create a Trello card from an updated or new Google Sheets spreadsheet row Read More...
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Trello Create Card
    Get more out of Google Sheets by connecting it to your Trello account. Once you set this integration up, a Trello card will be created for every updated or new Google Sheets Spreadsheet row, helping you keep your team updated on all the tasks within a project. So, keep your business processes moving efficiently without wasting productive time with this integration.
    How This Integration Works
    • A new row is created or updated in your Google Sheets spreadsheet
    • Appy Pie Connect automatically creates a Trello card by picking up information from that spreadsheet row
    What You Need
    • A Gmail Account
    • A Trello account
  • Google Sheets Google Drive

    Google Sheets + Google Drive

    Create new Google Drive folders from new rows on Google Sheets Read More...
    When this happens...
    Google Sheets New Spreadsheet Row
     
    Then do this...
    Google Drive Create Folder
    Google Drive is great for storing data but adding and updating it manually on a regular basis is quite a tedious task that no one wishes to do. Sync your Google Sheets and Google Drive Folders with Appy Pie Connect, and we'll automate this process for you. After setting this integration up, whenever a new row would be added to Google Sheets, we will automatically create a folder for that row on your Google Drive. You can customize folder names as per your needs.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically creates a folder on Google Drive
    What You Need
    • A Google Account with Google Drive access
    • A Google Account with Google Sheets access
  • Google Sheets Salesforce

    Google Sheets + Salesforce

    Create custom Salesforce objects from new rows on Google Sheets Read More...
    When this happens...
    Google Sheets New Spreadsheet Row
     
    Then do this...
    Salesforce Create Custom Object
    Salesforce is one of the most recognized customer relationship management platforms and has become the backbone of modern businesses across the world. So, make better use of your Salesforce by integrating it with Google Sheets. Once this integration has been set up, each time a row is added on Google Sheets, Appy Pie Connect automatically picks the information from that row and sends to Salesforce where a custom object will be created as per your specifications.
    How This Integration Works
    • Triggers when a new row is created on Google Sheets
    • This Connect creates a custom object (according to your specifications) on Salesforce
    What Is Needed For Integration
    • A Google Sheets account
    • A Salesforce account
  • Google Sheets Salesforce

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

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

    Triggers
  • New Spreadsheet

    Triggers once a new spreadsheet is created.

  • New Spreadsheet Row

    Triggered when a new row is added to the bottom of a spreadsheet.

  • New or Updated Spreadsheet Row

    Trigger when a new row is added or modified in a spreadsheet.

  • 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 Spreadsheet Row

    Insert a new row in the specified spreadsheet.

  • Share Sheet

    Share Google Sheet.

  • Update Spreadsheet Row

    Update a row in a specified spreadsheet.

  • 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 Google Sheets & Autotask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Google Sheets 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 Google Sheets and Autotask

Google Sheets?

  • A spreadsheet program developed by Google which allows users to perform real-time calculations and store information online.
  • It provides users with a way to organize, analyze, format, and manipulate data quickly with a user-friendly interface.

Autotask?

  • Software that allows companies to manage customer relationships, automate processes, and streamline business processes.
  • It allows users to track tasks and projects through task boards and dashboards.

Integration of Google Sheets and Autotask

  • Companies can use Google Sheets to generate work orders in Autotask by filling out a template using formulas in Google Sheets.
  • The template can be accessed by employees through their company login.
  • The software automatically adds employees to the project when they are assigned a task, or removes them when they complete their assignments.
  • The system can automatically update the status of tasks and projects through a status field on the template.
  • The system can also automatically calculate duration times.
  • Users can easily access and edit their work orders from anywhere at any time.
  • Users can also access the system through mobile devices. For example, an employee can sign into Autotask on his cell phone and view the status of his work orders while he’s on the road.
  • The integration also allows users to create and monitor their own work schedules using Google Calendar and Microsoft Outlook, adding these calendars to their Google Sheets templates in Autotask.
  • Integration reduces the amount of time spent tracking work orders manually. It also reduces the likelihood of errors and misunderstandings because it is easy for managers to see what their employees are working on at any given time in order to give them direction if needed.

Benefits of Integration of Google Sheets and Autotask

  • Integration saves time by allowing users to create work orders from any device with an internet connection, and makes it easy for employees to access the software with a simple click of a button. This means that employees spend less time manually tracking work orders, and more time actually doing work.

The process to integrate Google Sheets 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.