Autotask + Campaign Monitor Integrations
How to connect Autotask + Campaign Monitor
Zapier lets you send info between Autotask and Campaign Monitor automatically—no code required.
Triggers when a new Account is found.
Create a new subscriber on a list.
New AccountTriggers when a new Account is found.Trigger- New Configuration ItemTriggers when a new Configuration Item is found.Trigger
- New or Updated ContactTriggers when a new or updated Contact is found.Trigger
- New OpportunityTriggers when a new opportunity is found.Trigger
- New ProjectTriggers when a new Project is found.Trigger
- New QuoteTriggers when a new quote is found.Trigger
- New TaskTriggers when a new Task is found.Trigger
- New TicketTriggers when a new Ticket is found.Trigger
- Autotask
Triggers when a ticket is updated or created.
Scheduled
Trigger
- Autotask
Triggers when a new Time Entry is found.
Scheduled
Trigger
- Autotask
Triggers when an Account is updated.
Scheduled
Trigger
- Autotask
Triggers when an opportunity is updated.
Scheduled
Trigger
- Autotask
Triggers when a quote is updated.
Scheduled
Trigger
- Autotask
Triggers when a ticket is updated.
Scheduled
Trigger
- Autotask
Triggers when a Time Entry is updated.
Scheduled
Trigger
- Autotask
Creates an account.
Scheduled
Action
- Autotask
Creates a contact.
Scheduled
Action
- Autotask
Creates a ticket.
Scheduled
Action
- Autotask
Creates a ticket note.
Scheduled
Action
- Autotask
Creates an opportunity.
Scheduled
Action
- Autotask
Creates a quote.
Scheduled
Action
- Autotask
Creates a Time Entry.
Scheduled
Action
- Autotask
Update an account.
Scheduled
Action
- Autotask
Update a contact.
Scheduled
Action
- Autotask
Updates an opportunity.
Scheduled
Action
- Autotask
Updates a quote.
Scheduled
Action
- Autotask
Updates a ticket.
Scheduled
Action
- Autotask
Finds an account.
Scheduled
Action
- Autotask
Finds a contact.
Scheduled
Action
- Autotask
Finds an opportunity.
Scheduled
Action
- Autotask
Finds a quote.
Scheduled
Action
- Autotask
Finds a Ticket by Ticket Number.
Scheduled
Action
- Autotask
Find an account by account name or ID. Optionally, create one if none are found.
Scheduled
Action
- Campaign Monitor
Triggers when an campaign email to someone bounces (ie. could not be delivered).
Scheduled
Trigger
- Campaign Monitor
Triggers when someone clicks through an email from one of your Campaigns.
Scheduled
Trigger
- Campaign Monitor
Triggers when a client is added to Campaign Monitor.
Scheduled
Trigger
- Campaign Monitor
Triggers when a list is added for a client.
Scheduled
Trigger
- Campaign Monitor
Triggers when someone opens an email from one of your Campaigns.
Scheduled
Trigger
- Campaign Monitor
Triggers when a new subscriber is added to a list.
Scheduled
Trigger
- Campaign Monitor
Triggers when a transactional message bounces.
Scheduled
Trigger
- Campaign Monitor
Triggers when a someone unsubscribes from a list.
Scheduled
Trigger
- Campaign Monitor
Sends a smart transactional email.
Scheduled
Action
- Campaign Monitor
Create a new subscriber on a list.
Scheduled
Action
- Campaign Monitor
Remove a subscriber from a list.
Scheduled
Action
- Campaign Monitor
Update a subscriber on a list.
Scheduled
Action
- Campaign Monitor
Find a subscriber by email within a given list.
Scheduled
Action
- Campaign Monitor
Finds or creates a specific find subscriber.
Scheduled
Action
How Autotask + Campaign Monitor Integrations Work
- Step 1: Authenticate Autotask + Campaign Monitor.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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