Autotask + Quotient Integrations

How to connect Autotask + Quotient

Zapier lets you send info between Autotask and Quotient automatically—no code required.

When this happens...

automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is found
Trigger
Instant
New Configuration Item
Triggers when a new configuration item is found.
Trigger
Instant
New Contact
Triggers when a new contact is found.
Trigger
Instant
New Opportunity
Triggers when a new opportunity is found.
Trigger
Scheduled
New Project
Triggers when a new Project is found.
Trigger
Scheduled
New Quote
Triggers when a new quote is found.
Trigger
Scheduled
New Task
Triggers when a new Task is found.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is found.
Trigger
Scheduled
Autotask
Triggers when a ticket is updated or created.
Scheduled
Trigger
Autotask
Triggers when a new Time Entry is found.
Scheduled
Trigger
Autotask
Triggers when a company is updated.
Instant
Trigger
Autotask
Triggers when a configuration item is updated.
Instant
Trigger
Autotask
Triggers when a contact is updated.
Instant
Trigger
Autotask
Triggers when an opportunity is updated.
Scheduled
Trigger
Autotask
Triggers when a quote is updated.
Scheduled
Trigger
Autotask
Triggers when a ticket is updated.
Scheduled
Trigger
Autotask
Triggers when a Time Entry is updated.
Scheduled
Trigger
Autotask
Creates a company.
Scheduled
Action
Autotask
Creates a contact.
Scheduled
Action
Autotask
Creates a ticket.
Scheduled
Action
Autotask
Creates a ticket note.
Scheduled
Action
Autotask
Creates an opportunity.
Scheduled
Action
Autotask
Creates a quote.
Scheduled
Action
Autotask
Creates a Time Entry.
Scheduled
Action
Autotask
Update a company.
Scheduled
Action
Autotask
Update a contact.
Scheduled
Action
Autotask
Updates an opportunity.
Scheduled
Action
Autotask
Updates a quote.
Scheduled
Action
Autotask
Updates a ticket.
Scheduled
Action
Autotask
Finds a Company.
Scheduled
Action
Autotask
Finds a contact.
Scheduled
Action
Autotask
Finds an opportunity.
Scheduled
Action
Autotask
Finds a quote.
Scheduled
Action
Autotask
Finds a Ticket by Ticket Number.
Scheduled
Action
Autotask
Find a company by company name or ID. Optionally, create one if none are found.
Scheduled
Action
Quotient
Triggers when a Quote is Accepted.
Instant
Trigger
Quotient
Triggers when a Quote is Declined.
Instant
Trigger
Quotient
Triggers when a Customer asks a New Question.
Instant
Trigger
Quotient
Triggers when a New Quote is first Sent.
Instant
Trigger
Quotient
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Instant
Trigger
Quotient
Creates a new Contact.
Scheduled
Action
Quotient
Creates a new Lead.
Scheduled
Action

How Autotask + Quotient Integrations Work

Step 1: Authenticate Autotask and Quotient.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.