Add new Autotask contacts to Mailchimp
Autotask + Mailchimp
Add new Autotask contacts to Constant Contact
Autotask + Constant Contact
Add new Autotask contacts to Office 365
Autotask + Microsoft Office 365
Add new accounts in Autotask to a Google Sheets spreadsheet
Autotask + Google Sheets
Write a Slack channel message when a new account appears in Autotask
Autotask + Slack

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.

Here are some creative ways to use Autotask with Zapier:

Add new Autotask contacts to MailChimp, Constant Contact, or other email marketing apps so you can turn leads into customers and keep existing customers updated about company news.
Send an email through Zapier when new accounts are found in Autotask so that all of your teams can immediately get started working on everything—from billing to service calls.
Keep your customer records up to date when you use Zapier to add new Autotask accounts or contacts to InfusionSoft.

The following Autotask Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

New Account

Triggers when a new Account is found.

New Ticket

Triggers when a new Ticket is found.

New Project

Triggers when a new Project is found.

New or Updated Ticket Note

Triggers when a ticket is updated or created.

Updated Account

Triggers when an Account is updated.

Updated Time Entry

Triggers when a Time Entry is updated.

New or Updated Contact

Triggers when a new or updated Contact is found.

New Configuration Item

Triggers when a new Configuration Item is found.

New Task

Triggers when a new Task is found.

New Time Entry

Triggers when a new Time Entry is found.

Updated Ticket

Triggers when a ticket is updated.

Actions

Create Account

Creates an account.

Create Ticket

Creates a ticket.

Create Time Entry

Creates a Time Entry.

Update Contact

Update a contact.

Create Contact

Creates a contact.

Create Ticket Note

Creates a ticket note.

Update Account

Update an account.

Update Ticket

Updates a ticket.

Searches

Find a Contact

Finds a contact.

Find a Ticket

Finds a Ticket by Ticket Number.

Find Contact by User-Defined Field

Search for an contact by a user-defined field.

Find a Account

Finds a account.

Find Account by User-Defined Field

Search for an account by a user-defined field.

Find Ticket by User-Defined Field

Search for an ticket by a user-defined field.

Connect Autotask to 2,000+ Apps

Autotask

Autotask Integrations

Do more with Autotask

Infusionsoft by Keap

Microsoft Teams

Mailchimp

Slack

Microsoft Office 365

Trello

Google Calendar

Microsoft Excel

Google Sheets

Salesforce

HubSpot

MeisterTask

PagerDuty

ActiveCampaign

Asana

Freshservice

Pipedrive

Gmail

RingCentral

ServiceNow

Jira Software Server

Microsoft Outlook

Microsoft Dynamics 365 CRM

Salesforce (Legacy)

Xero

LiveChat

Gravity Forms

ConnectWise Manage

QuickBooks Online

Zendesk

Zoho CRM

Smartsheet

SQL Server

Jira Service Desk

Zoho Subscriptions

Toggl

Cisco Webex Teams

Google Contacts

Azure DevOps

SharpSpring

Calendly

Twilio

Cognito Forms

Formstack

Zoho Desk

Google Forms

Todoist

Microsoft To-Do

PandaDoc

Fulcrum

DocuSign

Process Street

Wrike

Teamwork

Airtable

Proposify

Teamleader

Drip

Campaign Monitor

Constant Contact

FreshBooks Classic

Drift

Pure Chat

Syncro MSP

Kanban Tool

Jira Software Cloud

Wufoo

ClickSend SMS

Basecamp 3

Freshdesk

Agile CRM

Rocket.Chat

Mattermost

Copper

WordPress (Legacy)

Intercom

ClickUp