Connect Autotask and Flow to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Autotask with Flow - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from Autotask.
Add your action
An action happens after the trigger—such as "Create Task" in Flow.
You’re connected!
Zapier seamlessly connects Autotask and Flow, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Help_text
Try ItTriggerInstant- Help_text
Try ItTriggerInstant- New Invoice
Triggers when a new invoice is found.
Try ItTriggerPolling - Company
Try ItTriggerPolling
- Company
- Assigned To Resource ID
Try ItTriggerPolling- New Contact
Triggers when a new contact is found.
Try ItTriggerInstant - Help_text
Try ItTriggerInstant- New Project
Triggers when a new Project is found.
Try ItTriggerPolling
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Connect Autotask and Flow to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Frequently Asked Questions about Autotask + Flow integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Flow
How can I set up an integration between Autotask and Flow?
To set up the integration, you first need to connect both Autotask and Flow accounts within our platform. Once connected, you can create workflows by choosing triggers from Autotask, such as 'New Ticket Created', and actions in Flow like 'Create Task'. You'll map fields between the two systems as needed.
What triggers are available for Autotask when integrating with Flow?
When you integrate Autotask with Flow, available triggers include 'New Ticket Created', 'Ticket Updated', 'New Task Added', and 'Task Status Changed'. These triggers help initiate workflows in Flow whenever specific events happen in Autotask.
Can I customize actions in Flow based on Autotask events?
Yes, you can customize various actions in Flow that respond to events in Autotask. For example, you might trigger an action to create a new task or update a project status in Flow whenever a ticket is closed or updated in Autotask.
Is it possible to have multiple actions in a single workflow when integrating Autotask with Flow?
Absolutely. You can define multiple actions in a single workflow, such as sending an email notification via Flow every time a new task is created in Autotask and subsequently updating your team chat channel about the task.
How do we handle authentication between Autotask and Flow during integration?
Our platform manages authentication by using OAuth protocols. You'll need to grant necessary permissions for both Autotask and Flow when setting up the integration so that they can communicate securely with each other.
What should I do if my integration isn't working as expected?
If your integration isn't performing correctly, start by checking the logs for any error messages. Ensure that all fields are mapped correctly between triggers and actions. It may also help to reauthenticate your accounts or consult our support for complex issues.
Can the integrations be paused or deactivated temporarily?
Yes, you can pause or deactivate any workflow that connects Autotask with Flow through our dashboard. This feature is useful if you need to troubleshoot or modify existing setups without removing them entirely.
