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uProc + Autotask Integrations

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

About uProc

uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).

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

Connect the apps you use everyday and find your productivity super-powers.

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Best uProc and Autotask Integrations

  • uProc Pipedrive

    uProc + Pipedrive

    Add persons in Pipedrive from new uProc people list entries Read More...
    When this happens...
    uProc New Profile Added to List
     
    Then do this...
    Pipedrive Create Person
    Don't waste time entering data manually. Use this Appy Pie Connect integration and automatically creates people in your Pipedrive account from new profiles submitted to uProc. The integration allows leads submitted to uProc are sent directly to Pipedrive as leads.
    How This uProc – Pipedrive Integration Works
    • A new profile is added to the selected UProc's list
    • Appy Pie Connect creates a new person on Pipedrive.
    What You Need
    • uProc account
    • Pipedrive account
  • uProc MailChimp

    Autotask + MailChimp

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

    Autotask + Google Sheets

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

    Autotask + Microsoft Dynamics CRM

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

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

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

It's easy to connect uProc + 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
  • Select Tool

    Select a tool to perform verification or enrichment

  • 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 uProc & Autotask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate uProc 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 uProc and Autotask

I am going to write about how uProc and Autotask are integrated. I have chosen this topic because I feel that it is important for you to know how to use these two systems together.

Integration of uProc and Autotask

I am going to explain to you how to connect uProc with Autotask. First, you have to go to your uProc menu on the top right corner. Once you see the drop-down menu, hover over the “Settings” option and select “Integrations”. Then, scrpl down and you will see a bunch of different integrations such as ConnectWise, Autotask, and QuickBooks. You can now choose which integration you would like to use. For this example, I will choose “Autotask”. When you select Autotask, there will be a window that pops up asking you what user and group you want to integrate with. After you select the user or group that you wish to integrate with, there will be another pop-up window that asks you if you want to “Sync Sales Orders, Orders, Quote Line Items, and Configurations”. This is where you say yes or no. If you do not want any information from Autotask synced over to uProc, then you would click “No”. Now, if you want all of this information synched, then you would click “Yes” and the information will be synched over to your uProc account and everything should work perfectly fine.

Benefits of Integration of uProc and Autotask

When integrating uProc and Autotask together, there are many benefits that come along with it. The first benefit is that it saves you time. In other words, when using these two programs together, it allows you to click one button, instead of clicking two separate buttons. It also helps cut down on extra steps. Another benefit is that it allows you to be more productive. If you need to make an update on your quote or sales order or want to check something quickly, then you can do it without having to go to another program. If a customer calls about a problem with their uProc account, then you can immediately see what is going on with their order without having to go into uProc. So, if there is a problem with the customer’s order, then you can fix it right away without having to wait until later on in the day or even later on in the week.

In conclusion, I have tpd you how to integrate uProc and Autotask together so that you can be more efficient at work!

The process to integrate uProc 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.