Sophiie + Autotask Integrations, Built by an AI Agent
Put Sophiie + Autotask to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Sophiie and Autotask
See the kind of workflows teams build with Sophiie and Autotask below — describe the exact one you want above and the Agent builds it on demand.
Sophiie + Autotask
When a new inquiry is created in Sophiie, open a new ticket in Autotask.
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Create a client when a deal is won
When a deal closes in Sophiie, create the client and its main contact in Autotask.
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Log tickets on the customer record
When a new ticket is logged in Autotask, add an activity to the matching company in Sophiie.
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Keep contact details in sync
When a contact is updated in Sophiie, update the matching requester or client user in Autotask.
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Browse the full workflow library →
Looking to achieve something else with Sophiie and Autotask?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Sophiie and Autotask
Everything Sophiie and Autotask can do inside a workflow — the triggers that start one and the actions that run when it fires.
Sophiie Explore Sophiie →
Sophiie is a customer relationship management platform that automates sales processes, customer communication, and lead management.
TriggersTriggers when the status of an appointment has been changed.
Triggers when the status of a lead has been changed.
Triggers when a new appointment is created.
Triggers when a new inquiry is created.
Triggers when a new lead is created.
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 CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
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.
Other IT Service Management apps on Knit
Explore more IT Service Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Action1
A cloud-based patch management and remote monitoring software that secures endpoint devices and software installations.
Alloy Navigator
An IT service management platform that provides asset tracking, help desk ticketing, and automated workflow solutions for IT teams.
Asset Panda
An asset tracking and inventory management platform designed to track physical assets, equipment, and tools.
Atera
Atera is an IT management and remote monitoring platform designed for IT departments and managed service providers.
BOSSDesk
An IT service management platform that provides service desk ticketing, asset management, and workflow automation.
ConnectWise Manage
A professional services automation software that integrates business operations, ticketing, project tracking, and customer billing.
Docusnap365
Docusnap365 is an IT infrastructure inventory and documentation tool that automatically analyzes, visualizes, and reports on network environments.
Freshservice
An IT service management software that manages ticketing, asset inventory, server health, and system monitoring.
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 Sophiie + Autotask
Is there a pre-built Sophiie + Autotask automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Sophiie and Autotask's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Sophiie or Autotask connector?
No. The Agent works whether or not Sophiie 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.
Why connect a CRM to an IT service management tool?
For managed service providers and internal IT teams, Sophiie holds the customer relationship while Autotask holds the tickets. Linking them keeps both views of the same client in step.
Can a closed deal create a client in the service desk?
Yes. When a deal is won in Sophiie, you can create the matching client or requester in Autotask so support can start straight away.