Connect Autotask and Freshservice to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Autotask with Freshservice - 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 "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.
- 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 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.
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Resolve incidents faster with automation
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.
