How to connect Autotask + Upsales
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Triggers when a new company is foundTry ItTriggerInstant
Triggers when a new contact is found.Try ItTriggerInstant
Triggers when a new Project is found.Try ItTriggerScheduled
Triggers when a new Task is found.Try ItTriggerScheduled
New Configuration Item
Triggers when a new configuration item is found.Try ItTriggerInstant
Triggers when a new ticket is found.Try ItTriggerScheduled
How Autotask + Upsales Integrations Work
- Step 1: Authenticate Autotask and Upsales.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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