Autotask + Formidable Forms

Create new Autotask companies from Formidable Forms entries

Efficiently streamline your new customer onboarding process with this Formidable Forms and Autotask workflow. When a new entry is submitted in Formidable Forms, a company will be created in Autotask, ensuring all customer information is up-to-date and easily accessible in your CRM. Save time and eliminate manual data entry, allowing you to focus on providing superior service to your clients.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create Company
Triggers when a new company is found.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Company
- Assigned To Resource ID
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It

New Project
Triggers when a new Project is found.
Trigger
Scheduled
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New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
Try It

- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
- Project
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- CompanyRequired
Action
Write
- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
Action
Write
- CompanyRequired
Action
Write
- ProjectRequired
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- TicketRequired
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency IDRequired
Action
Search
- Company Name
- Company ID
Action
Search or write

- FormRequired
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
- Opportunity
Trigger
Scheduled
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New Task
Triggers when a new Task is found.
Trigger
Scheduled
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
Try It
- Help Text
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
- Help Text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search

About Autotask

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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Project Management

NetSuite

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management)

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Learn more Help

Related categories

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

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Forms & Surveys, WordPress

PRODUCTS

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By team

Autotask + Formidable Forms

Create new Autotask companies from Formidable Forms entries

Delete Entry

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Company "To Do" Event

Company

Assigned To Resource ID

New Contact

New Ticket

Help Text

New Project

New Service Call

New or Updated Ticket Note

Help Text

Updated Company

Help Text

Updated Contact

Updated Project

Company

Updated Task

Project

Updated Time Entry

Company

Create Company To-Do

Create Ticket

CompanyRequired

Create Expense Report

NameRequired

Submitter IDRequired

Organizational Level Association ID

reimbursement Currency Cash Advance Amount

Reimbursement Currency ID

The week ending date (YYYY-MM-DD)Required

Status

Submit

Create Opportunity

CompanyRequired

Create Task

ProjectRequired

Update Contact

ContactRequired

Update Quote

QuoteRequired

Update Ticket

TicketRequired

Find Account

Account ID

Account Name

Find Company

Company Name

Company ID

Find Opportunity

Opportunity Title

Opportunity ID

Find Ticket

Ticket ID

Ticket Number

Title

Ticket Type

Created By

Assigned To

Completed By

Company

Find Currency

Currency IDRequired

Find Company

Company Name

Company ID

New Entry

FormRequired