Orca Scan + Autotask Integrations
Put Orca Scan + Autotask to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Orca Scan and Autotask
See the kind of workflows teams build with Orca Scan and Autotask below — describe the exact one you want above and the Agent builds it on demand.
Orca Scan + Autotask
When a new row is added in Orca Scan, create or update asset records in Autotask.
Build dedicated customer folders for new deals
When a deal reaches a new stage in Autotask, automatically create a dedicated folder in Orca Scan to organize contracts, briefs, and client collateral.
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Log client file updates directly to pipeline activities
When a client uploads a new document in Orca Scan, automatically log an activity note on the matching account in Autotask so account managers stay informed.
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Store signed proposals when deals are won
When a sales representative marks a deal won in Autotask, automatically share the corresponding onboarding folder in Orca Scan with the customer success team.
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Browse the full workflow library →
Looking to achieve something else with Orca Scan and Autotask?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Orca Scan and Autotask
Everything Orca Scan and Autotask can do inside a workflow — the triggers that start one and the actions that run when it fires.
Orca Scan Explore Orca Scan →
Orca Scan is a mobile application that turns smartphones into barcode scanners for tracking inventory and assets.
TriggersTriggers when a new row is created.
Triggers when a new sheet is created.
Triggers when a column is cleared in a spreadsheet.
Triggers when a row is deleted from a spreadsheet.
Triggers when a new row is added to a spreadsheet.
Triggers when a row is updated in a spreadsheet.
Add a new row or update if it already exists.
Delete a row in a sheet.
Update a row in a sheet.
Autotask Explore Autotask →
An IT business management platform that combines professional services automation, ticketing, resource scheduling, and customer management.
TriggersTriggers when a new company is found.
Trigger when a new "To Do" event is added to a company.
Triggers when a new configuration item is found.
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
Triggers when a new invoice is found.
Triggers when a new ticket is found.
Creates a company.
Creates a new Company To-Do.
Creates a contact.
Creates a ticket.
Creates a ticket note.
Creates a new expense report.
Other Files & Storage apps on Knit
Explore more Files & Storage integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Acquia DAM
Acquia DAM is a cloud-based digital asset management platform for storing, organizing, and distributing brand and media assets.
Adobe Creative Cloud Libraries
Adobe Creative Cloud Libraries is a cloud asset system that enables users to store and share creative assets across applications.
Air
Air is a digital asset management platform designed for creative teams to organize, share, and collaborate on visual media.
Amazon S3
Amazon S3 is a cloud object storage service that offers scalable data storage, retrieval, and backup infrastructure for applications.
Artworker
Artworker is an artwork management and file proofing tool for print production teams to upload, review, and approve print-ready files.
BookFunnel
An ebook and audiobook delivery platform that enables authors to send digital files and promotional copies to readers.
Box
Box is a cloud content management and secure file sharing platform built for enterprise content management and team collaboration.
Brick FTP
A secure cloud file storage and transfer platform designed for enterprise file sharing and FTP services.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
&Open Gifts
&Open Gifts is a corporate gifting platform that enables businesses to send physical and digital gifts to clients and employees.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Orca Scan + Autotask
Is there a pre-built Orca Scan + Autotask automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Orca Scan and Autotask's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Orca Scan or Autotask connector?
No. The Agent works whether or not Orca Scan or Autotask already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does integrating Orca Scan with Autotask streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in Orca Scan directly to deal records in Autotask, saving reps time and keeping files organized.
Can changes in customer details in Autotask update our file storage in Orca Scan?
Yes, when deal stages change or leads are created in Autotask, project folders can be created or updated automatically in Orca Scan.