Autotask + Business App

Autotask + Business App integrations

Update and manage contacts in Business App for every updated contact in Autotask

Keep your customer information updated across your Autotask and Business App platforms seamlessly. Whenever there's new or updated contact data in Autotask, this workflow ensures your Business App contact list is immediately updated. This helps you maintain up-to-date records and save time on manual data entry, boosting your efficiency and accuracy.

When this happens...
Updated ContactTriggers when a contact is updated. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
TriggerInstant
automatically do this!
Create or Update ContactCreates or Updates a contact. Also used to return values for an existing record.
ActionWrite

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More things you can do with Autotask and Business App

Discover other triggers and actions you can use with Autotask and Business App

- Help_text
Trigger
Instant
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- Help_text
Trigger
Instant
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New Invoice
Triggers when a new invoice is found.
Trigger
Polling
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- Company
Trigger
Polling
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- Opportunity
Trigger
Polling
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New Task
Triggers when a new Task is found.
Trigger
Polling
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New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
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- Company
- Assigned To Resource
Trigger
Polling
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Company
Trigger
Polling
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Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
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- Help_text
- Field
Trigger
Instant
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Create Company
Creates a company.
Action
Write
- Company
  Required
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Task
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- QuoteID
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search
- Note for Vendasta App as trigger
Trigger
Polling
Try It
- Automation ID
  Required
Action
Write
- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
Action
Write

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
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New Project
Triggers when a new Project is found.
Trigger
Polling
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New Service Call
Triggers when a new service call is created.
Trigger
Polling
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- Help_text
Trigger
Instant
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- Help_text
Trigger
Instant
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- Help_text
Trigger
Instant
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- Company
Trigger
Polling
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Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Project
Trigger
Polling
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- Company
Trigger
Polling
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
  Required
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
  Required
Action
Write
- Quote
  Required
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company ID
Action
Search or write
- Company or Contact IDs
  Required
- Choose activity type
  Required
- Check for existing activity based on an external identifier
- Add team members
- Add tags
Action
Write
- Account ID
- Customer Identifier
- Search Existing
- Business Name
- Website
- Categories
- Country/Region
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Business Phone Number
- Business Email
- Toll Free Number
- Short Description
- Long Description
- Facebook URL
- Foursquare URL
- LinkedIn URL
- Twitter URL
- Pinterest URL
- Instagram URL
- YouTube URL
- Custom Fields
- Return note
- Return Fields
Action
Write
- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
Action
Write

About Autotask

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

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CRM (Customer Relationship Management)

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About Business App

Business App provides a single place for your sales teams to view key information about your customers.

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Sales & CRM

Related Zap Templates

Update and manage companies in Business App when companies are updated in Autotask

Create or update companies in Business App when new companies are added in Autotask