Autotask

Autotask Help & Support

What Autotask Triggers and Actions are Supported?

Supported Triggers#

  • New Account - Triggers when a new Account is found.
  • New Task - Triggers when a new Task is found.
  • New Project - Triggers when a new Project is found.
  • New Configuration Item - Triggers when a new Configuration Item is found.
  • New or Updated Contact - Triggers when a new or updated Contact is found.
  • Updated Account - Triggers when an Account is updated.
  • New Ticket - Triggers when a new Ticket is found.

Supported Searches#

  • Find a Contact - Finds a contact.
  • Find a Account - Finds a account.

Supported Actions#

  • Update Contact - Update a contact.
  • Update Account - Udate an account.
  • Create Account - Creates a account.
  • Create Contact - Creates a contact.

How to Get Started with Autotask on Zapier

To get started with Autotask on Zapier, first you will need to click to connect your Autotask account to use with your Zap.

Click to connect Autotask

Next, you'll be asked to enter your Autotask username and password.

 Autotask username and password

Click “Continue” and if your login details were correct your Autotask account will now be successfully connected.

Autotask connection successfull

Common Problems with Autotask on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

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

Getting Started with Zapier

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