Autotask + Brevo
Update and manage new contacts in Brevo when they are added in Autotask
When a new contact is added in Autotask, this workflow ensures their information is also added or updated in Brevo. Streamlining your contact management, this automation saves you the time-consuming task of manual data entry across platforms. Maintain seamless, up-to-date records in both Autotask and Brevo for enhanced customer interactions.
When a new contact is added in Autotask, this workflow ensures their information is also added or updated in Brevo. Streamlining your contact management, this automation saves you the time-consuming task of manual data entry across platforms. Maintain seamless, up-to-date records in both Autotask and Brevo for enhanced customer interactions.
- When this happens...
New ContactTriggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
(Deprecated) Add or Update ContactThis action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Invoice
Triggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany
Assigned To Resource
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Service Call
Triggers when an existing service call is updated (not when created).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract ID
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
First Name
Last Name
Email Address
Company
Country
Fax Number
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCountry IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appResource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Contact Added
Triggers when a Brevo contact is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDescription of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update if the company already existRequired
Company name or IDRequired
Use Category IDs for Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Identifier TypeRequired
Contact Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event nameRequired
Contact Identifier TypeRequired
Contact IdentifierRequired
Event properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Cc
Bcc
Sender Name
Sender EmailRequired
Reply to Name
Reply to EmailRequired
SubjectRequired
HTML Content
Text Content
Attachments Url
Attachment Files
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email of contactRequired
Lists to unsubscribeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Company
Assigned To Resource ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Submitter IDRequired
Organizational Level Association ID
reimbursement Currency Cash Advance Amount
Reimbursement Currency ID
The week ending date (YYYY-MM-DD)Required
Status
Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Time Entry
Creates a Time Entry.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Title
Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket ID
Ticket Number
Title
Ticket Type
Created By
Assigned To
Completed By
Company
ActionThis is an event a Zap performs.SearchFind existing data in your appCurrency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDescription of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
List NameRequired
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update if Contact ExistsRequired
Email
Mobile number of contact (SMS)
Email Blacklisted
SMS Blacklisted
Lists
Lists Update Type
Attributes (Deprecated)
Treat values as category ID for attributes of type `category`
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update if Contact ExistsRequired
Contact Identifier TypeRequired
Email
Mobile number of contact (SMS)
Whatsapp number of contact
External identifier of contact
Brevo contact ID (update only)
Email Blacklisted
SMS Blacklisted
Lists
Lists Update Type
Treat Category Values as IDs for Category type Contact Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update if the deal already existRequired
Deal name or IDRequired
Use Category IDs for Attributes
Deal PipelineRequired
Deal StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email of contact
Mobile number of contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender NameRequired
Test Mobile NumberRequired
Recipient Mobile NumberRequired
Message ContentRequired
Tag(s)
Unicode Content
Message Prefix
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Autotask
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