Autotask + Email by Zapier

Send outbound emails for new contacts in Autotask using Email by Zapier

Streamline your email process with this practical workflow. Whenever a new contact is added in Autotask, it instantly initiates the process of sending an outgoing email from Email by Zapier. This setup not only saves valuable time but ensures prompt communication, keeping your contacts well-informed right from the moment they're added.

Streamline your email process with this practical workflow. Whenever a new contact is added in Autotask, it instantly initiates the process of sending an outgoing email from Email by Zapier. This setup not only saves valuable time but ensures prompt communication, keeping your contacts well-informed right from the moment they're added.

  1. When this happens...
    AutotaskAutotask
    New 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.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
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.
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Related categories

  • CRM (Customer Relationship Management)

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email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Learn more

Related categories

  • Email
  • Zapier