Autotask + SMSGlobal

Message new Autotask accounts via SMS from SMSGlobal

Simplify and enhance communications at the same time with the Autotask-SMSGlobal integration! Automatically trigger a customised SMS message tailored to new Autotask account holders to kickstart their customer journey.

When this happens...
Finds an account.
TriggerScheduled
automatically do this!
Send an SMS
Sends an SMS to a valid number.
ActionWrite

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Supported triggers and actions

What does this mean?

- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
- Opportunity
Trigger
Scheduled
Try It

New Task
Triggers when a new Task is found.
Trigger
Scheduled
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
Try It

- Help Text
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
- Help Text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search
New Incoming SMS
Triggers when a new SMS is received.
Trigger
Scheduled
Try It

- Company
- Assigned To Resource ID
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Scheduled
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
Try It
- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
- Project
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- CompanyRequired
Action
Write
- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
Action
Write
- CompanyRequired
Action
Write
- ProjectRequired
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- TicketRequired
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency IDRequired
Action
Search
- Company Name
- Company ID
Action
Search or write
- Phone Number(s)Required
- MessageRequired
- From
Action
Write

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management)

About SMSGlobal

Power up business communication with SMSGlobal’s leading SMS solutions, premium support, and wholesale SMS pricing.

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

By team

Autotask + SMSGlobal

Message new Autotask accounts via SMS from SMSGlobal

New Company

Help Text

New Configuration Item

Help Text

New Invoice

New Opportunity

Company

New Quote

Opportunity

New Task

New Time Entry

Updated Configuration Item

Help Text

Updated Opportunity

Company

Updated Quote

Updated Ticket

Help Text

Field

Create Company

Create Contact

Create Ticket Note

Create Knowledge Base Article

Article CategoryRequired

Create Quote

OpportunityRequired

Update Company

CompanyRequired

Update Opportunity

OpportunityRequired

Update Task

TaskRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contract

Contract ID

Company Name

Find Contact

ID

First Name

Last Name

Email Address

Company

Country

Fax Number

Phone Number

Find Quote

Quote Name

Quote ID

Find Country

Country IDRequired

Find Resource

Resource IDRequired

New Incoming SMS

New Company "To Do" Event

Company

Assigned To Resource ID

New Contact

New Ticket

Help Text

New Project

New Service Call

New or Updated Ticket Note

Help Text

Updated Company

Help Text

Updated Contact

Updated Project

Company