Autotask + Campaign Monitor Integrations

How to connect Autotask + Campaign Monitor

Zapier lets you send info between Autotask and Campaign Monitor automatically—no code required.

When this happens...

automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is found
Trigger
Instant
New Configuration Item
Triggers when a new configuration item is found.
Trigger
Instant
New Contact
Triggers when a new contact is found.
Trigger
Instant
New Opportunity
Triggers when a new opportunity is found.
Trigger
Scheduled
New Project
Triggers when a new Project is found.
Trigger
Scheduled
New Quote
Triggers when a new quote is found.
Trigger
Scheduled
New Task
Triggers when a new Task is found.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is found.
Trigger
Scheduled
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 a company is updated.
Instant
Trigger
Autotask
Triggers when a configuration item is updated.
Instant
Trigger
Autotask
Triggers when a contact is updated.
Instant
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 a company.
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 a company.
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 a Company.
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 a company by company 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
Find or Create Subscriber
Scheduled
Action

How Autotask + Campaign Monitor Integrations Work

Step 1: Authenticate Autotask and 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.

Connect apps

Connect Autotask + Campaign Monitor

About Autotask

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Jira Software Server

Project Management

NetSuite

CRM (Customer Relationship Management)

Odoo ERP Self Hosted

CRM (Customer Relationship Management)

About Campaign Monitor

Campaign Monitor is an email marketing tool built for designers. Campaign Monitor makes it easy to send beautiful emails, manage lists and subscribers, and track the results of your campaigns.

Learn more