Autotask + Quotient Integrations

How to connect Autotask + Quotient

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

When this happens...

New Account

Triggers when a new Account is found.

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Create Contact

Creates a new Contact.

Supported triggers and actions

What does this mean?

New Account
Triggers when a new Account is found.
Trigger
Scheduled
New Configuration Item
Triggers when a new Configuration Item is found.
Trigger
Scheduled
New or Updated Contact
Triggers when a new or updated Contact is found.
Trigger
Scheduled
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 an Account is updated.
Scheduled
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 an account.
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 an account.
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 an account.
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 an account by account 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 + 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.