INTEGRATE
Connecting applications through sophisticated middleware that’s easy to use
AUTOMATE
Save time, simplify your work and eliminate manual mistakes by process automation
PROFIT!
Increase efficiency, use valuable time differently and maximize your profit
This integration will allow you to create and update articles with their specific details towards Autotask.
A very helpful tool to make sure you only need to maintain an article database in one solution, in this case WeClapp.
We are using either the article type or the article group to distinguish between products and services.
Matching products between the 2 solutions is done based on the WeClapp article code and the Autotask internal product id.
To match services we had to use the service name (which is unique in Autotask). Categories are maintained and have to exist on both solutions with the same name.
Failure to configure this accordingly will yield an exception log for that particular article.
After every transfer a log can be viewed on our platform or via mail. This log will show you the articles that were created/updated and/or the ones that failed (including the reason why).
Video
Currently we are creating new demo videos of our solutions. As soon as a new demo video has been produced we will add it to our website.
For more information, questions, quotes, etc. you can contact us by phone or email. Would you like to schedule a demo? Please go to our home page and use the Calendly scheduler to book a date and time.
Interesting facts
- One flat monthly fee despite the number of articles created/updated in Autotask
- Saves time as it is no longer needed to maintain articles in 2 solutions
- Every important detail of an article in WeClapp will be transferred to Autotask
- Not only products but also services can be transferred from WeClapp to Autotask
Manuals
The following manuals are relevant for the set-up and use of this specific integration:
- Autotask application login
- WeClapp application login
- Autotask to WeClapp article sync link creation
- Coordination between Autotask and WeClapp (article sync)
Frequently Asked Questions
Are we obliged to a long term financial agreement?
No, this integration can be cancelled on a monthly basis
Will we be able to check what the result was of a transfer?
Yes, on the ApplicationLink platform you can review the log file of every transfer. This log file can also be send to a pre-assigned email address in the link settings
How can we execute the link/integration?
By clicking on the play button manually on the ApplicationLink platform or by setting up the scheduler in the link settings for an automated transfer
How are we going to be invoiced?
Our goal is to have a direct debit signed so that we can collect the monthly subscription fee up front.
