Autotask Integrations

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Autotask Integration Details

Launched on Zapier January 10, 2017

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 Account") 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 Configuration Item

Triggers when a new Configuration Item is found.

New Project

Triggers when a new Project is found.

New Task

Triggers when a new Task is found.

Updated Account

Triggers when an Account is updated.

Create Account

Creates a account.

Create Contact

Creates a contact.

Update Account

Udate an account.

Update Contact

Update a contact.

Find a Account

Finds a account.

Find a Contact

Finds a contact.

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