Setup Autotask for Tribu
Tribu utilises one of the key strengths of Autotask – Workflows. For any of the proactive tasks that you want Tribu to react and notify your team about, you will need a Workflow entry in Autotask coupled with an Extension Callout and Tribu Custom Field. Using the Autotask workflows gives you the flexibility and granularity to control what automated actions and notifications Tribu will interact with.
Next Steps