Autotask integration with Microsoft Excel
How to Add new Autotask accounts as rows in Excel
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Autotask accounts as rows in Excel" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Autotask integrations
Managing IT for other businesses means you need a helpdesk, CRM, project management system, and invoicing tool—all somewhere easily accessible to your team. Nekton makes IT business management platform Autotask even more efficient by automatically updating your customer records and keeping your team informed of any changes. You can even connect your email marketing service to Autotask so you can nurture leads and support your clients.
Autotask actions
Nekton can use any feature that is available in Autotask API.
Using our advanced AI, you can easily create custom automations for Autotask.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a contact.
Create Quote
Creates a quote.
Update Contact
Update a contact.
Update Quote
Updates a quote.
Find a Company
Finds a Company.
Find an Opportunity
Finds an opportunity.
About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.