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Zapier makes it easy to integrate Autotask with Freshservice - no code necessary. See how you can get setup in minutes.

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Autotask
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Autotask
1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

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 "Add Notes to a Ticket" in Freshservice.

You’re connected!

Zapier seamlessly connects Autotask and Freshservice, 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.

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    Trigger
    Instant
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  • Autotask triggers, actions, and search
    New Invoice

    Triggers when a new invoice is found.

    Trigger
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Connect Autotask and Freshservice 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Autotask to Freshservice integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Autotask + Freshservice integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Freshservice

How do I set up triggers in Autotask to work with Freshservice?

You can create triggers in Autotask by selecting specific events, such as when a new ticket is created or an existing one is updated. These triggers can then initiate actions within Freshservice, like automatically opening a corresponding task or incident.

Can I automate the creation of incidents in Freshservice from Autotask?

Yes, by setting up an appropriate workflow that uses Autotask ticket updates or creations as a trigger, we can automate the incident creation process in Freshservice.

What kind of actions in Freshservice can be triggered from Autotask?

Actions such as creating incidents, updating task statuses, and sending notifications can be triggered in Freshservice based on specific events occurring in Autotask.

Is it possible to sync status updates between Autotask and Freshservice?

Status updates can be synchronized by configuring workflows that update the status changes made in Autotask to reflect automatically within Freshservice, ensuring both platforms remain current.

How do I manage field mapping between Autotask and Freshservice?

Field mapping between Autotask and Freshservice is managed through our integration settings. You simply need to match fields from both applications so that data flows smoothly during synchronization.

Can we schedule tasks or events across both platforms?

Absolutely. Scheduling can be automated where tasks created or updated in one platform trigger a scheduling action or event creation on the other platform, ensuring cohesive management across systems.

Are there pre-built templates for common workflows between Autotask and Freshservice?

We offer various pre-built templates for common workflows which facilitate quick integration setups for frequently required processes like ticket synchronization and incident management across both platforms.

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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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About Freshservice
Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.
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