Autotask + Google Sheets
Add new accounts in Autotask to a Google Sheets spreadsheet
Logging account data can be a rough job. Thankfully you have Zapier to help keep you on track! With this Zap, every time a new account appears in Autotask we'll shoot this information over to a Google Sheet. Now you can access your Accounts in Sheets, make a custom chart with your data, and then share it with your team!
Logging account data can be a rough job. Thankfully you have Zapier to help keep you on track! With this Zap, every time a new account appears in Autotask we'll shoot this information over to a Google Sheet. Now you can access your Accounts in Sheets, make a custom chart with your data, and then share it with your team!
- When this happens...New Company
Triggers when a new company is found.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
