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

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

Actions

Create Account
Creates an account.
Create Contact
Creates a contact.
Create Ticket
Creates a ticket.
Create Ticket Note
Creates a ticket note.
Create Opportunity
Creates an opportunity.
Create Quote
Creates a quote.
Create Time Entry
Creates a Time Entry.
Update Account
Update an account.
Update Contact
Update a contact.
Update Opportunity
Updates an opportunity.
Update Quote
Updates a quote.
Update Ticket
Updates a ticket.

Searches

Find a Contact
Finds a contact.
Find an Account
Finds an account.
Find an Opportunity
Finds an opportunity.
Find a Quote
Finds a quote.
Find a Ticket
Finds a Ticket by Ticket Number.
Find account
Find an account by account name or ID. Optionally, create one if none are found.

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Autotask

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Autotask Integrations

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Keap Max Classic

Mailchimp

Slack

HubSpot

Microsoft Office 365

Trello

Microsoft Excel

Microsoft Teams

Google Calendar

Salesforce

Google Sheets

ActiveCampaign

PagerDuty

MeisterTask

Asana

Freshservice

RingCentral

Microsoft Outlook

Pipedrive

ServiceNow

Gmail

Gravity Forms

Jira Software Server

Microsoft Dynamics 365 CRM

LiveChat

QuickBooks Online

Xero

Calendly

ConnectWise Manage

Smartsheet

Zendesk

Zoho CRM

SQL Server

Webex

Toggl

Basecamp 3

Zoho Subscriptions

Microsoft To-Do

Jira Service Desk

Azure DevOps

Google Contacts

Cognito Forms

PandaDoc

Google Forms

Rocket.Chat

Todoist

Formstack

Typeform

Twilio

SharpSpring

Proposify

Airtable

Zoho Desk

CleverReach

Intercom

Process Street

Wrike

Teamwork

Jira Software Cloud

DocuSign

ClickUp

Constant Contact

Syncro

Fulcrum

JotForm

FreshBooks

Teamleader

Drip

Campaign Monitor

FreshBooks Classic

Pure Chat

ClickSend SMS

Freshdesk

Drift

Kanban Tool