Connect Autotask and ConnectWise Manage to power AI-driven automation

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Choose a Trigger

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Zapier makes it easy to integrate Autotask with ConnectWise Manage - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from Autotask.

Add your action

An action happens after the trigger—such as "Attach a File to a Record" in ConnectWise Manage.

You’re connected!

Zapier seamlessly connects Autotask and ConnectWise Manage, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
- Opportunity
Trigger
Polling
Try It

New Task
Triggers when a new Task is found.
Trigger
Polling
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
Try It

- Company
- Assigned To Resource
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
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
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Polling
Try It
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Write
- Company
  Required
- Company_name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
Action
Search or 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
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- 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
- Service Board Filter
Trigger
Polling
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Trigger
Instant
Try It
- File
  Required
- Record ID
  Required
- Record Type
  Required
- Title
- Private?
- Read Only?
- Is Avatar?
Action
Write
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
Action
Write
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- TicketType
  Required
- Summary
Action
Write
- Company Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Search or write

For AI agents & developers

Use Autotask and ConnectWise Manage with AI agents and code

Beyond Zap workflows. Call Autotask and ConnectWise Manage actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Autotask and ConnectWise Manage actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Company
Attach a File to a Record

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Autotask and ConnectWise Manage actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* autotask / connectwise-manage action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Autotask and ConnectWise Manage

Update company data across systems

When a company profile is updated in ConnectWise Manage, Zapier automatically updates the corresponding company record in Autotask. This keeps both platforms synchronized, eliminates redundant data entry, and ensures that records are always up-to-date for better decision-making.

Business Owner

Try it

Sync tickets from Autotask to ConnectWise Manage

When a new ticket is created in Autotask, Zapier will automatically create a corresponding service ticket in ConnectWise Manage. This ensures both platforms remain aligned, reducing the need for manual updates and ensuring all team members are informed of active tickets.

Try it

Make work flow with AI

Level up your Autotask to ConnectWise Manage integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Autotask + ConnectWise Manage integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and ConnectWise Manage

How do I trigger an activity from Autotask to ConnectWise Manage?

We allow you to set up triggers in Autotask that automatically initiate actions in ConnectWise Manage. For instance, whenever a new ticket is created in Autotask, you can configure it to create a corresponding service ticket in ConnectWise Manage, ensuring consistent task management across platforms.

Can I update a ticket status in ConnectWise Manage based on changes in Autotask?

Yes, our integration allows the synchronization of ticket status between the two platforms. When a ticket's status is updated in Autotask, the change can be mirrored to update the corresponding ticket status in ConnectWise Manage.

Is it possible to transfer customer information from Autotask to ConnectWise Manage?

Certainly! We facilitate the transfer of customer data seamlessly. When new clients are added or existing client information is updated in Autotask, these details can be automatically synced with ConnectWise Manage to ensure that your records remain current and accurate.

How does our integration handle duplicate entries across both systems?

Our integration includes features designed to prevent duplicate entries. When syncing data between Autotask and ConnectWise Manage, the system checks for existing records before creating new ones, maintaining data integrity across both platforms.

What if there's an error during sync between Autotask and ConnectWise Manage?

In case of any errors during synchronization, we provide detailed logs and error alerts that help you quickly identify and resolve issues. This ensures minimal disruption to your operations while maintaining data accuracy between systems.

Can time entries from Autotask be linked with project tasks in ConnectWise Manage?

Yes, time entries made in Autotask can be seamlessly linked with project tasks within ConnectWise Manage. This helps ensure that all time tracking aligns with project management efforts.

Are there specific actions that can only be triggered from ConnectWise Manage but not from Autotask?

Certain triggers are unique to each platform due to their distinct feature sets. While many actions are available bidirectionally between Autotask and ConnectWise Manage, some specific workflows or functionalities may require action initiation from one platform alone based on proprietary constraints.

About Autotask

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

Learn moreLearn moreHelpHelp

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About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Autotask and ConnectWise Manage to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Autotask and ConnectWise Manage with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Autotask and ConnectWise Manage

Update company data across systems

Sync tickets from Autotask to ConnectWise Manage

Make work flow with AI

Frequently Asked Questions about Autotask + ConnectWise Manage integrations

Connect Autotask to ConnectWise Manage on the world's largest no-code automation platform