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Autotask + Google Sheets

Manage new Autotask contacts by creating spreadsheet rows in Google Sheets

This workflow ensures your Google Sheets gets updated in real-time whenever a New Contact is added in Autotask. Streamlining your customer information management, this automation instantly creates a new row in your desired Google Sheets with the contact details provided in Autotask. Stay organized, save time, and improve accuracy by maintaining an up-to-date contact list effortlessly.

This workflow ensures your Google Sheets gets updated in real-time whenever a New Contact is added in Autotask. Streamlining your customer information management, this automation instantly creates a new row in your desired Google Sheets with the contact details provided in Autotask. Stay organized, save time, and improve accuracy by maintaining an up-to-date contact list effortlessly.

  1. When this happens...
    AutotaskAutotask
    New Contact

    Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Help Text

    Trigger
    Instant
    Try It
    • Help Text

    Trigger
    Instant
    Try It
  • Autotask triggers, actions, and search

    New Invoice

    Triggers when a new invoice is found.

    Trigger
    Scheduled
    Try It
    • Company

    • Assigned To Resource ID

    Trigger
    Scheduled
    Try It
autotask logo
autotask logo

About Autotask

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

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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