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Autotask + Typeform

Create Autotask contacts from new Typeform entries

Effortlessly manage your leads with this Typeform and Autotask integration. Whenever a new entry is submitted in Typeform, this workflow creates a contact in Autotask instantly, keeping your lead list up to date and organized. Save time and focus on growing your business instead of manually importing information between platforms.

Effortlessly manage your leads with this Typeform and Autotask integration. Whenever a new entry is submitted in Typeform, this workflow creates a contact in Autotask instantly, keeping your lead list up to date and organized. Save time and focus on growing your business instead of manually importing information between platforms.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    AutotaskAutotask
    Create Contact

    Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Help Text

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
    • 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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typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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