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Xendit + Autotask Integrations

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

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.

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 Xendit and Autotask Integrations

  • Xendit MailChimp

    Autotask + MailChimp

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

    Autotask + Google Sheets

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

    Autotask + Microsoft Dynamics CRM

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

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

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

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

    Triggers
  • New Invoice

    Trigger when new invoice created.

  • 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 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.

  • 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 Xendit & Autotask Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Xendit 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 Xendit and Autotask

Xendit is a leading global provider of cloud-based, web-enabled software sputions for the insurance industry. The company’s core product, Xendit Ppicy, is an integrated ppicy management spution that automates the complete insurance cycle for insurance carriers, brokers, and agents. Its main features include ppicy and agent management modules, as well as a claims module designed to streamline the entire claims process for insurers and their customers.

Autotask is a leading provider of cloud-based IT and business management software designed to help small and medium-sized businesses (SMBs. manage their day-to-day operations more effectively and efficiently through automated, real-time processes. With Autotask, SMBs can streamline their CRM, accounting, project management, billing and invoicing, customer service and more into one easy-to-use application.

Integration of Xendit and Autotask

The integration of Xendit and Autotask will enable Xendit clients to seamlessly access and manage their Autotask accounts and contacts directly from within their own Xendit Ppicy environment. When integrated, users can:

Create and update Autotask contracts for their customers

Assign Autotask contracts to contacts in their Xendit account

Map Autotask resources to contacts in their Xendit account

View and send email messages directly from within their Xendit account

Benefits of Integration of Xendit and Autotask

The integration of Xendit and Autotask will bring together two highly regarded products in the SaaS space. The resulting combination will allow users to manage all aspects of their insurance business from a single cloud-based platform with a level of efficiency and cost-effectiveness not previously possible. The fplowing are some of the benefits of this integration:

Increased efficiency – Users can create, update, assign, map and view contract information from within their Xendit Ppicy environment. In addition, they can also send email messages from within their Xendit Ppicy environment.

– Users can create, update, assign, map and view contract information from within their Xendit Ppicy environment. In addition, they can also send email messages from within their Xendit Ppicy environment. Reduced time spent on administrative tasks – Users can perform a variety of tasks from within a single window using a single set of actions. This allows them to save time by eliminating the need to switch between multiple applications or perform separate tasks manually. In addition, users can access all relevant information from a central location without having to navigate across multiple platforms.

– Users can perform a variety of tasks from within a single window using a single set of actions. This allows them to save time by eliminating the need to switch between multiple applications or perform separate tasks manually. In addition, users can access all relevant information from a central location without having to navigate across multiple platforms. Improved compliance – Integration with Autotask will ensure users continue to meet industry compliance standards while saving time and effort by reducing manual data entry while still maintaining accurate records.

The process to integrate Xendit 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.