Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Autotask with monday.com - no code necessary. See how you can get setup in minutes.
100%
Help
Autotask
Autotask
1. Choose trigger event
monday.com
monday.com
2. Choose action
1. Select the event
Setup
Test
Autotask
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 "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Autotask and monday.com, 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.
Create a new record or update an existing record in your app.
Board ID
Required
Item ID
Required
New Item Name Value
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board Name
Required
Board Kind
Required
Template Id
Workspace Id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Group Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Item Name
Required
Subitem Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Group ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Group ID
Required
New Group Title
Should add group to top?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board
Required
Item
Required
Group
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board ID
Required
Item ID
Required
Column
Required
File
Required
File Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Board
Required
Column to Search
Required
Include Subitems?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
User :
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
Item ID
Required
Column
Action
This is an event a Zap performs.
Search
Find existing data in your app
Board ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Autotask and monday.com with AI agents and code
Beyond Zap workflows. Call Autotask and monday.com actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Autotask and monday.com actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Company
Archive Board
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Autotask and monday.com 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.
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.
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.
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.
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.
Learn how to automate monday.com on the Zapier blog
Make work flow with AI
Level up your Autotask to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Autotask + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and monday.com
How do I initiate the integration setup between Autotask and monday.com?
To start integrating Autotask with monday.com, you'll first need to connect both accounts to our platform. Once connected, you can select specific triggers from Autotask, such as a new ticket creation, and map them to actions in monday.com like creating an item or updating a status.
What kind of triggers can be set up within Autotask for the integration?
In Autotask, you can set up triggers based on events such as when a new ticket is generated, when a task is closed, or when a timesheet entry is completed. These triggers can then activate specific actions in your monday.com boards.
Can I customize the actions in monday.com based on Autotask triggers?
Yes, you can fully customize the actions in monday.com that follow Autotask triggers. For instance, upon closing an opportunity in Autotask, you might choose to create a corresponding project board or update existing tasks within monday.com.
Is real-time data synchronization possible between Autotask and monday.com?
With our integration options, while real-time synchronization isn't technically supported due to API limitations from both services, we offer near-real-time updates. This means that changes made in one system will reflect in the other generally within minutes.
What should I do if the integration stops working as expected?
If the integration ceases to function properly, ensure that both API connections are active and haven't expired. Checking our dashboard for error logs can also provide insights into any issues encountered during data transfer.
Are there any limitations when integrating Autotask with monday.com?
Some limitations include API rate limits from either service which could delay updates. Additionally, certain complex workflows may require manual intervention or further customization beyond default settings.
How do I manage user permissions within both systems after integrating them?
Managing user permissions remains separate for each platform. You need to configure individual user roles within both Autotask and monday.com. Our integration doesn't alter permission settings but transfers only the data users have access rights for.
About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
