Connect Autotask and Yoobi Software to Build Intelligent Automations
Integrate Autotask with your favorite apps
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your Autotask and Yoobi Software accounts to viaSocket. Once connected, you can set up a workflow where an event in Autotask triggers actions in Yoobi Software (or vice versa).
Absolutely. You can customize how Autotask data is recorded in Yoobi Software. This includes choosing which data fields go into which fields of Yoobi Software, setting up custom formats, and filtering out unwanted information.
The data sync between Autotask and Yoobi Software typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Autotask and Yoobi Software. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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About Yoobi Software
Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.
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