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Autotask + Cognito Forms

Create Autotask contacts from new Cognito Forms entries

Effortlessly manage your contacts by connecting Cognito Forms and Autotask with this seamless workflow. When a new entry is submitted in Cognito Forms, a contact will be created in Autotask, keeping your contact list up-to-date and organized. Spend less time on manual data entry and focus on growing your business with this efficient automation.

Effortlessly manage your contacts by connecting Cognito Forms and Autotask with this seamless workflow. When a new entry is submitted in Cognito Forms, a contact will be created in Autotask, keeping your contact list up-to-date and organized. Spend less time on manual data entry and focus on growing your business with this efficient automation.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    AutotaskAutotask
    Create Contact

    Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • IdRequired

    Action
    Write
    • FormRequired

    • Availability Start

    • Availability End

    • Not Available Message

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
autotask logo
autotask logo

About Autotask

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

Related categories

  • CRM (Customer Relationship Management)

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cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Related categories

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