Add new Autotask accounts as rows in Excel

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
Add new Autotask accounts as rows in Excel
Autotask integration logo

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

Excel integration logo

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.

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