The Autotask Connector enables you to easily integrate your Autotask application data such as customers, contracts, and projects with other systems including CRM applications, accounting packages, and more.
Connector Configuration
Configuring a connector to read and write to your Autotask instance requires the setup of two different components, the connection and connector operation. This design allows for reusability of the components, which contain connection settings such as your Autotask account. You will create one Connection per Autotask account with one or more Operations; one for each type of interaction required by your integration scenario. Once your connection and connector operation are built, you will need to set up a connector within a process model. When your connector is configured properly within your process, Boomi AtomSphere will be able to map to and from virtually any system using the Autotask connector to retrieve data from or send data to Autotask.
- Connection - The Connection represents your Autotask account.
- Operation - The Operation represents an action against a specific record type.
Prerequisites
- An Atom installed in either a hosted environment, or on a local machine.
- An Autotask account.
Tracked Properties
This Connector has no Tracked Properties.
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