AutoTask Integration

What does the integration do?

This integration automatically creates a new Ticket in AutoTask when your virtual receptionist takes a message for your business.

Installing the integration

From your AnswerConnect application, click on the Manage icon in the sidebar and choose the Integrations tab.

Click the AutoTask integration card.

Click the Integrate button.

Connecting your accounts

Enter your AutoTask username and password. Click the edit icon next to the account to name your account. Next, click Continue.

Select the target list in AutoTask where Tickets will be exported and click Continue.

Map the AnswerConnect fields to the corresponding AutoTask attributes and click continue.

Mandatory fields are marked with a red asterisk.

Next, click the Test button to verify the attributes are mapped correctly. Successful mapping will activate the integration.

Deactivating the integration

To deactivate the integration, go to Manage, choose the AutoTask integration card and click Deactivate.