When this happens...
ExcelAdd Row

Manually logging account data into Excel can be a slog. You might even be thinking about hiring an intern, but don't! Let Zapier do the work for you. With this Zap, every time a new account appears in Autotask we'll shoot this information over to your Excel sheet. Now you can keep all your information in one place without doing any mind-numbing data entry.

How this Autotask-Excel integration works

  1. A new account is created in Autodesk
  2. Zapier adds a row to Excel with your specified account information

Apps involved

  • Autotask
  • Excel

Why Zapier?

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It's easy to connect Autotask + Excel and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Account

Triggers when a new Account is found.

Update Row

Updates a row in a specific worksheet.

New or Updated Contact

Triggers when a new or updated Contact is found.

Add Row

Adds a new row to the end of a worksheet.

New Ticket

Triggers when a new Ticket is found.

Add Row to Table

Adds a new row to the end of a specific table.

New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

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

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.