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.
Note: This doesn't transfer existing contacts from Autotask into Excel—only new contacts after you've set it up.
How this Autotask-App integration works
- A new contact is added to Autotask
- Zapier adds that contact to a new row in Excel
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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
- A new account is created in Autodesk
- Zapier adds a row to Excel with your specified account information
It's easy to connect Autotask + Microsoft Excel and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new Account is found.
Creates a account.
Triggers when a new or updated Contact is found.
Creates a contact.
Triggers when a new Ticket is found.
Updates a row in a specific worksheet.
Triggers when a new row is added to a worksheet in a spreadsheet.
Adds a new row to the end of a worksheet.
Triggers when a row is added or updated in a worksheet.
Update a contact.