Autotask + Freshservice Integrations

How to connect Autotask + Freshservice

Zapier lets you send info between Autotask and Freshservice automatically—no code required.

When this happens...

automatically do this!

Supported triggers and actions

What does this mean?

New Account
Triggers when a new Account is found.
Trigger
Scheduled
New Configuration Item
Triggers when a new Configuration Item is found.
Trigger
Scheduled
New or Updated Contact
Triggers when a new or updated Contact is found.
Trigger
Scheduled
New Opportunity
Triggers when a new opportunity is found.
Trigger
Scheduled
New Project
Triggers when a new Project is found.
Trigger
Scheduled

New Quote
Triggers when a new quote is found.
Trigger
Scheduled
New Task
Triggers when a new Task is found.
Trigger
Scheduled

New Ticket
Triggers when a new Ticket is found.
Trigger
Scheduled

Autotask
Triggers when a ticket is updated or created.
Scheduled
Trigger
Autotask
Triggers when a new Time Entry is found.
Scheduled
Trigger
Autotask
Triggers when an Account is updated.
Scheduled
Trigger
Autotask
Triggers when an opportunity is updated.
Scheduled
Trigger
Autotask
Triggers when a quote is updated.
Scheduled
Trigger
Autotask
Triggers when a ticket is updated.
Scheduled
Trigger
Autotask
Triggers when a Time Entry is updated.
Scheduled
Trigger
Autotask
Creates an account.
Scheduled
Action
Autotask
Creates a contact.
Scheduled
Action
Autotask
Creates a ticket.
Scheduled
Action
Autotask
Creates a ticket note.
Scheduled
Action
Autotask
Creates an opportunity.
Scheduled
Action
Autotask
Creates a quote.
Scheduled
Action
Autotask
Creates a Time Entry.
Scheduled
Action
Autotask
Update an account.
Scheduled
Action
Autotask
Update a contact.
Scheduled
Action
Autotask
Updates an opportunity.
Scheduled
Action
Autotask
Updates a quote.
Scheduled
Action
Autotask
Updates a ticket.
Scheduled
Action
Autotask
Finds an account.
Scheduled
Action
Autotask
Finds a contact.
Scheduled
Action
Autotask
Finds an opportunity.
Scheduled
Action
Autotask
Finds a quote.
Scheduled
Action
Autotask
Finds a Ticket by Ticket Number.
Scheduled
Action
Autotask
Find an account by account name or ID. Optionally, create one if none are found.
Scheduled
Action
Freshservice
Triggers when there is a new ticket is created in Freshservice.
Instant
Trigger
Freshservice
Triggers when a new User is created.
Instant
Trigger
Freshservice
Triggers when a Ticket is updated.
Instant
Trigger
Freshservice
Triggers when a user is updated.
Instant
Trigger
Freshservice
Create a ticket in Freshservice for your domain.
Scheduled
Action
Freshservice
Allows you to create a Requester in Freshservice for your support domain.
Scheduled
Action

How Autotask + Freshservice Integrations Work

Step 1: Authenticate Autotask and Freshservice.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.