Autotask Integrations

CRM (Customer Relationship Management)

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HubSpot

Marketing Automation

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Microsoft Teams

Microsoft, Team Chat

Email by Zapier

Email, Zapier

Gravity Forms

Forms & Surveys, WordPress

Microsoft Outlook

Calendar, Email, Microsoft

HubSpot

Marketing Automation

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Microsoft Teams

Microsoft, Team Chat

HubSpot

Marketing Automation

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Microsoft Teams

Microsoft, Team Chat

Email by Zapier

Email, Zapier

Gravity Forms

Forms & Surveys, WordPress

Microsoft Outlook

Calendar, Email, Microsoft

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Quickly automate Autotask integrations with Zapier's templates

Add new Autotask contacts to Mailchimp
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Autotask + Mailchimp
Add new Autotask contacts to Constant Contact
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Autotask + Constant Contact
Send a Microsoft Teams channel message for new Autotask tickets
Details
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Autotask + Microsoft Teams
Post webhooks with new Autotask tickets
Premium
Details
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Autotask + Webhooks by Zapier

Add new Autotask contacts to as QuickBooks Online customer
Premium
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Autotask + QuickBooks Online

Add new accounts in Autotask to a Google Sheets spreadsheet
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Autotask + Google Sheets

Add new Autotask contacts to Mailchimp

Autotask + Mailchimp

Add new Autotask contacts to Constant Contact

Autotask + Constant Contact

Send a Microsoft Teams channel message for new Autotask tickets

Autotask + Microsoft Teams

Post webhooks with new Autotask tickets

Premium

Autotask + Webhooks by Zapier

Add new Autotask contacts to as QuickBooks Online customer

Premium

Autotask + QuickBooks Online

Add new accounts in Autotask to a Google Sheets spreadsheet

Autotask + Google Sheets

Autotask integration details

Managing IT for other businesses means you need a helpdesk, CRM, project management system, and invoicing tool—all somewhere easily accessible to your team. Zapier makes IT business management platform Autotask even more efficient by automatically updating your customer records and keeping your team informed of any changes. You can even connect your email marketing service to Autotask so you can nurture leads and support your clients.

Connect Autotask to 6,000+ apps

Supported triggers and actions

What does this mean?

- Help Text
Trigger
Instant
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- Help Text
Trigger
Instant
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New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
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- Company
Trigger
Scheduled
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- Opportunity
Trigger
Scheduled
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New Task
Triggers when a new Task is found.
Trigger
Scheduled
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New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
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- Help Text
Trigger
Instant
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- Company
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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- Help Text
- Field
Trigger
Instant
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Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search

- Company
- Assigned To Resource ID
Trigger
Scheduled
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New Contact
Triggers when a new contact is found.
Trigger
Instant
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- Help Text
Trigger
Instant
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New Project
Triggers when a new Project is found.
Trigger
Scheduled
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New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
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- Help Text
Trigger
Instant
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- Help Text
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
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- Project
Trigger
Scheduled
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- Company
Trigger
Scheduled
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- CompanyRequired
Action
Write
- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
Action
Write
- CompanyRequired
Action
Write
- ProjectRequired
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- TicketRequired
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency IDRequired
Action
Search
- Company Name
- Company ID
Action
Search or write

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

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CRM (Customer Relationship Management)

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Popular Autotask Integrations