Autotask + Microsoft Excel

Add new Autotask contacts as new rows in Excel

Rather than manually importing and exporting your contact data, let Zapier be your secretary! Once you set up this integration, you can keep all your contacts in one place on Google Sheets. Instead of spending time being your team's rolodex, now you can share your Excel sheet and kick back.

Rather than manually importing and exporting your contact data, let Zapier be your secretary! Once you set up this integration, you can keep all your contacts in one place on Google Sheets. Instead of spending time being your team's rolodex, now you can share your Excel sheet and kick back.

  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!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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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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excel logo
excel logo

About Microsoft Excel

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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Related categories

  • Microsoft
  • Spreadsheets

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