Autotask Help & Support

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.

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

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

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

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