Connect Youform and Autotask to Build Intelligent Automations

Choose a Trigger

Youform

When this happens...

Choose an Action

Autotask

Automatically do this!

Enable Integrations or automations with these events of Youform and Autotask

Enable Integrations or automations with these events of Youform and Autotask

Triggers

New Submission Arrives

New Submission Arrives

runs when New Submission Arrives

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Frequently Asked Questions

How do I start an integration between Youform and Autotask?

To start, connect both your Youform and Autotask accounts to viaSocket. Once connected, you can set up a workflow where an event in Youform triggers actions in Autotask (or vice versa).

Can we customize how data from Youform is recorded in Autotask?

Absolutely. You can customize how Youform data is recorded in Autotask. This includes choosing which data fields go into which fields of Autotask, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Youform and Autotask?

The data sync between Youform and Autotask typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Youform to Autotask?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Youform and Autotask?

Yes, you can set conditional logic to control the flow of data between Youform and Autotask. 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.

Youform

About Youform

Youform is a versatile platform designed to streamline the creation and management of online forms and surveys. Ideal for businesses and individuals looking to gather data efficiently, Youform offers customizable templates and advanced analytics to enhance user engagement and data collection.

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Autotask

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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