Autotask Integrations

  • Add new Autotask contacts to Mailchimp

    Keeping your mailing list updated can be tough work, especially when your company uses four different apps. With this Zap, you can keep your Mailchimp list updated by automatically adding every new Autotask contact. Now you can put all that time spent entering e-mails by hand to better use!

    How this Autotask-App integration works

    1. A new contact is added to Autotask
    2. Zapier adds a contact to your Mailchimp account

    Apps involved

    • Autotask
    • Mailchimp
  • Add new Autotask contacts to Constant Contact

    Managing contacts between apps is always a headache. Thankfully Zapier can make it a little easier for you! With this Zap you can automatically add all of your new Autotask contacts to a Constant Contact list. Now you can spend less of your time importing and exporting and more time with your customers!

    How this Autotask-App integration works

    1. A new contact is added to Autotask
    2. Zapier adds the contact and their information to Constant Contact

    Apps involved

    • Autotask
    • Contact Contact
  • Add new Autotask contacts to Office 365

    Keeping your workflow straight between two different apps doesn't have to be a headache. Using this Zapier integration, you can automatically add your new Autotask contacts to your Microsoft Office 365 account! With Zapier doing the work, you can spend more time being productive and less time dreading spreadsheets!

    Note: This doesn't transfer existing contacts from Autotask into Microsoft Office 365—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 Microsoft Office 365

    Apps involved

    • Autotask
    • Microsoft Office 365
  • 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!

    How this Autotask-Google Sheets integration works

    1. A new Account appears in Autodesk
    2. Zapier adds that Account's information to a row in your Google Sheet

    Apps involved

    • Autotask
    • Google Sheets
  • Write a Slack channel message when a new account appears in Autotask

    Keeping your entire team looped in can be hard work. It can be even harder when half of your team is remote! Luckily, we have a Zap to send channel alerts every time a new account is added to Autotask - now you can keep your team up to date without doing any legwork.

    How this Autotask-Slack integration works

    1. A new account is created in Autodesk
    2. Zapier sends a Slack message to a channel

    Apps involved

    • Autotask
    • Slack
  • Add new Autotask contacts as new rows in Excel

    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
  • Add new Autotask accounts as rows in 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
  • Send a Slack channel message when a new contact appears in Autotask

    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
  • Add new Autotask accounts to Microsoft Dynamics CRM

    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
  • Add new Autotask contacts to as QuickBooks Online customer

    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
  • Subscribe new Autotask contacts to SendPulse

    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
  • Add new Bookafy customers to Autotask as contacts

    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

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Autotask Integration Details

Launched on Zapier March 18, 2016

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.

Zapier combines Triggers (like "New Account") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

New Account

Triggers when a new Account is found.

New or Updated Contact

Triggers when a new or updated Contact is found.

New Ticket

Triggers when a new Ticket 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.

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