Autotask Integrations

Rather than manually importing and exporting your contact data, let Zapier be your secretary! Once you set up this integration, you can keep all your contacts in one place on Google Sheets. Instead of spending time being your team's rolodex, now you can share your Excel sheet and kick back.

Note: This doesn't transfer existing contacts from Autotask into Excel—only new contacts after you've set it up.

How this Autotask-App integration works

1. A new contact is added to Autotask
2. Zapier adds that contact to a new row in Excel

Apps involved

• Autotask
• Excel

Manually logging account data into Excel can be a slog. You might even be thinking about hiring an intern, but don't! Let Zapier do the work for you. With this Zap, every time a new account appears in Autotask we'll shoot this information over to your Excel sheet. Now you can keep all your information in one place without doing any mind-numbing data entry.

How this Autotask-Excel integration works

1. A new account is created in Autodesk
2. Zapier adds a row to Excel with your specified account information

Apps involved

• Autotask
• Excel

It's always tough keeping your team on the same page. Keep your team on top of all those new contacts with this Zap! By sending a Slack message to a channel whenever a new contact appears in your Autotask account, Zapier can save you some time and peace of mind.

How this Autotask-Slack integration works

1. A new contact is added to Autotask
2. Zapier sends a message to a Slack channel

Apps involved

• Autotask
• Slack

No matter what your work involves, you probably loathe adding the same accounts between apps. Using this Zap, you can automatically create an account in Microsoft Dynamics whenever an account is created in Autotask. Less time adding accounts means more time with potential customers! With Zapier you can cut the busy work and get down to business.

How this Autotask-Microsoft Dynamics CRM integration works

1. A new account is added to Autodesk
2. Zapier creates the account in Microsoft Dynamics CRM

Apps involved

• Autodesk
• Microsoft Dynamics CRM

Keeping two apps in sync manually is not only tough—it's a bore too! Using this Zap, you can automatically create an contact in QuickBooks Online whenever a contact is added in Autotask. Less time transferring contacts means more time with your users!

Note: This doesn't transfer existing contacts from Autotask into QuickBooks Online—only new contacts after you've set it up.

How this Autotask-QuickBooks Online integration works

1. A new contact is added to Autotask
2. Zapier adds that user as a QuickBooks Online user

Apps involved

• Autotask
• QuickBooks Online

Update your mailing list on SendPulse automatically from new Autotask contacts with this integration. Once set up, whenever a new contact is added to Autotask, Zapier adds that contact to a SendPulse list as a subscriber.

How this Autotask-SendPulse integration works

1. A new contact is added to Autotask.
2. Zapier adds a contact to your SendPulse list.

Apps involved

• Autotask
• SendPulse

Manage various different functionalities in one place like service desk, CRM, projects, time and expense, billing and more. Autotask provides an IT business management solution for you to grab that features. This Zapier automation adds new Bookafy customers to Autotask contacts.

How this Bookafy-Autotask integration works

1. A new customer registers on Bookafy
2. Zapier adds that individual to Autotask as a new contact.

Apps involved

• Bookafy
• Autotask

Managing your clients is extremely important to you, it’s your industry, and that’s why you use Autotask. Free up the time you spend manually transferring contacts from Autotask to iContact, by having Zapier do it for you! This will leave you with more bandwidth to focus on what really matters - your clients.