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Autotask + monday.com

Create items in monday.com from new projects in Autotask

Keep your project management streamlined and efficient with this workflow. When a new project is set up in Autotask, an item will be instantly created in monday.com to ensure your tasks are always up to date. It's a simple yet powerful way to keep your project data consistent across platforms, saving you valuable time and enhancing productivity.

Keep your project management streamlined and efficient with this workflow. When a new project is set up in Autotask, an item will be instantly created in monday.com to ensure your tasks are always up to date. It's a simple yet powerful way to keep your project data consistent across platforms, saving you valuable time and enhancing productivity.

  1. When this happens...
    AutotaskAutotask
    New Project

    Triggers when a new Project is found.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    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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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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