Autotask Integrations

Do more with Autotask

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Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium

88 Integrations

Mailchimp

Email Newsletters

77 Integrations

Microsoft Teams

Microsoft +1Microsoft, Team Chat

22 Integrations

Connect Autotask to 1,500+ Apps

  • Add new Autotask contacts to Mailchimp

    Autotask + Mailchimp

    Try It
  • 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

Autotask Integration Details

Launched on Zapier:

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, 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 Account

Finds a account.

Find a Ticket

Finds a Ticket by Ticket Number.

Find a Contact

Finds a contact.

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