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Get Started FreeTriggered when you add a new column.
Triggered when you add a new row.
Triggered when new rows are returned from a custom query that you provide. Advanced Users Only
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Trigger when a new contract created.
Trigger when a new New expense created.
Trigger when a new New expense reports created
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Adds a new row.
Updates an existing row.
Creates an account.
Creates an appointment.
Creates a contact.
Create Expense Report.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Triggered when you add a new column.
Triggered when you add a new row.
Triggered when new rows are returned from a custom query that you provide. Advanced Users Only
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Trigger when a new contract created.
Trigger when a new New expense created.
Trigger when a new New expense reports created
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Adds a new row.
Updates an existing row.
Creates an account.
Creates an appointment.
Creates a contact.
Create Expense Report.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Choose PostgreSQL as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Autotask as the action app from the list.
Connect your Autotask account & authenticate it.
Select the data you want to send from PostgreSQL to Autotask & your AI Agent is ready!
New Row
Create Account
New Row
Create Ticket
New Row
Create Time Entry
New Row
Create Contact
New Row
Create Ticket Note
PostgreSQL is a robust, open-source database engine with a sophisticated query optimizer and a slew of built-in capabilities, making it an excellent choice for production databases.
Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.
The integration between PostgreSQL and Autotask is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating PostgreSQL with Autotask, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the PostgreSQL-Autotask integration:
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