Connect Autotask to ProjectManager and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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 ProjectManager - no code necessary. See how you can get setup in minutes.

Select a trigger from Autotask

A trigger is an event that starts your Zap and runs the workflow. For example, with Autotask, a trigger could be "New Company."

A trigger is the event that kicks off your automated workflow.

Setup an action from ProjectManager

An action is what takes place after the automation is triggered. For example, with ProjectManager, the action could be "Create Project."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Autotask to ProjectManager

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Autotask and ProjectManager 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.

Connect Autotask and ProjectManager to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
- Opportunity
Trigger
Scheduled
Try It

New Task
Triggers when a new Task is found.
Trigger
Scheduled
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
Try It

- Help_text
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
Action
Write
- Company
Action
Write
- Opportunity
Action
Write
- Task
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- Contract ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- Quote
  Required
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search
New User
Triggered when a new user is added to your account
Trigger
Scheduled
Try It
- Project ID
Trigger
Scheduled
Try It
- Name
  Required
- Description
- Manager
- Priority
- Status
- Folder
- Target Date
- Access
  Required
Action
Write
- Resource ID
  Required
- Task ID
  Required
- Date
  Required
- Hours
  Required
- Notes
Action
Write
- Project ID
Action
Write
Get Project Priorities
Gets a list of all the priorities which can be applied to a project
Action
Write
- Project ID
Action
Write
- Task ID
  Required
Action
Write
- Project ID
Action
Write
Get User Roles
Get all the roles which can be assigned to a user
Action
Write
Get User Teams
Get all the teams which a user can be added to
Action
Write
- Task ID
  Required
- Field ID
  Required
- Value
  Required
Action
Write
- Task ID
  Required
- Name
  Required
- Description
- Due Date
- Progress
  Required
- Priority
- Status
Action
Write
- Resource ID
  Required
- First Name
- Last Name
- Phone Number
- Notes
- Teams
- Skills
Action
Write
- First Name
- Last Name
- Email Address
- Assignable Users Only
- Team
- Skill
- Role
Action
Search
- Date From
- Date To
- Project ID
- Task ID
  Required
- Resource ID
  Required
- Order By
  Required
Action
Search
- First Name
- Last Name
- Email Address
- Assignable Users Only
- Team
- Skill
- Role
- Phone Number
- Notes
- Teams
- Skills
Action
Search or write
- Date From
- Date To
- Project ID
- Task ID
  Required
- Resource ID
  Required
- Order By
  Required
- Date
  Required
- Hours
  Required
- Notes
Action
Search or write

- Company
- Assigned To Resource ID
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Scheduled
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
- Project
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
Action
Write
- Project
  Required
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Contract ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company
Action
Search or write
New Project
Triggers when a new project is created
Trigger
Scheduled
Try It
- Project ID
- Resource ID
  Required
Trigger
Scheduled
Try It
- Project ID
- Name
  Required
- Description
- Start Date
- Due Date
- Progress
  Required
- Assignees
- Priority
- Status
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Notes
- Role
- Teams
- Skills
Action
Write
Get Project Folders
Get all of the project folders, used to organise your projects
Action
Write
Get Project Statuses
Get all the statuses which can be applied to a project
Action
Write
- Task ID
  Required
Action
Write
Get Task Priorities
Get all the priorities which can be applied to a task
Action
Write
- Resource ID
  Required
Action
Write
Get User Skills
Get all the skills which can be applied to a user
Action
Write
Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
Action
Write
- Project ID
- Name
  Required
- Description
- Manager
- Priority
- Status
- Status Update
- Folder
- Target Date
Action
Write
- Timesheet Entry ID
  Required
- Hours
  Required
- Notes
Action
Write
- Name
  Required
- Manager
- Priority
- Status
- Folder
Action
Search
- Project ID
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- Name
  Required
- Summary Task
- Order By
  Required
Action
Search
- Name
  Required
- Manager
- Priority
- Status
- Folder
- Description
- Target Date
- Access
  Required
Action
Search or write
- Project ID
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- Name
  Required
- Summary Task
- Order By
  Required
- Description
- Start Date
- Due Date
- Progress
  Required
- Assignees
- Status
Action
Search or write

About Autotask

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

Related categories

CRM (Customer Relationship Management)

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About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

Related categories

Project Management

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