Autotask + Upsales Integrations

How to connect Autotask + Upsales

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is found
Trigger
Instant
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New Contact
Triggers when a new contact is found.
Trigger
Instant
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New Project
Triggers when a new Project is found.
Trigger
Scheduled
Try It
New Task
Triggers when a new Task is found.
Trigger
Scheduled
Try It
New or Updated Ticket Note
Triggers when a ticket is updated or created.
Trigger
Scheduled
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Updated Company
Triggers when a company is updated.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Updated Time Entry
Triggers when a Time Entry is updated.
Trigger
Scheduled
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- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- OpportunityRequired
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- Company Name
  At least one search field MUST contain a value
- Company ID
  At least one search field MUST contain a value
Action
Search
- Opportunity Title
  At least one search field MUST contain a value
- Opportunity ID
  At least one search field MUST contain a value
Action
Search
- Ticket NumberRequired
Action
Search
New Activity
Triggers when an activity is created.
Trigger
Scheduled
Try It
New Company
Triggers when a company is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when an opportunity is created.
Trigger
Scheduled
Try It
New Segment
Triggers when a segment is created.
Trigger
Scheduled
Try It
- NameRequired
  Name of the company
- Account Manager
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
  Number of employees
- Notes
- Org Number
- Phone
  Phone number
- Turnover
- Webpage
- Facebook
  Facebook URL
- Linkedin
  Linkedin URL
- Twitter
  Twitter URL
Action
Write
New Form Submit
Submits data into a selected Upsales form.
Action
Write
- IdRequired
  ID of the company
- Name
  Name of the company
- User ID
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
  Number of employees
- Notes
- Org Number
- Phone
  Phone number
- Turnover
- Webpage
- Facebook
  Facebook URL
- Linkedin
  Linkedin URL
- Twitter
  Twitter URL
Action
Write
- NameRequired
  Name of the company
Action
Search
- NameRequired
  Name of the company
- Account Manager
- Campaigns
- Mail Address
- Mail Zipcode
- Mail City
- Mail State
- Mail Country
- Employees
  Number of employees
- Notes
- Org Number
- Phone
  Phone number
- Turnover
- Webpage
- Facebook
  Facebook URL
- Linkedin
  Linkedin URL
- Twitter
  Twitter URL
Action
Search or write

New Configuration Item
Triggers when a new configuration item is found.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
- Opportunity
Trigger
Scheduled
Try It
New Ticket
Triggers when a new ticket is found.
Trigger
Scheduled
Try It
New Time Entry
Triggers when a new Time Entry is found.
Trigger
Scheduled
Try It
Updated Configuration Item
Triggers when a configuration item is updated.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
Updated Ticket
Triggers when a ticket is updated.
Trigger
Scheduled
Try It
Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
- CompanyRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TicketRequired
Action
Write
- First Name
  At least one search field MUST contain a value
- Last Name
  At least one search field MUST contain a value
- Email
  At least one search field MUST contain a value
- Id
Action
Search
- Quote Name
  At least one search field MUST contain a value
- Quote ID
  At least one search field MUST contain a value
Action
Search
- Company Name
  At least one search field MUST contain a value
- Company ID
  At least one search field MUST contain a value
Action
Search or write
New Appointment
Triggers when an appointment is created.
Trigger
Scheduled
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New Contact
Triggers when contact added to segment.
Trigger
Scheduled
Try It
New Order
Triggers when an order is created.
Trigger
Scheduled
Try It
- DescriptionRequired
- Start DateRequired
  (YYYY-MM-DD HH:mm)
- End DateRequired
  (YYYY-MM-DD HH:mm)
- UserRequired
- Activity TypeRequired
- Contact Ids
  Either a single contact ID or a comma separated list of contact IDs
Action
Write
- NameRequired
  Name of the contact
- Phone
- Cell Phone
- Email
- Title
- Client IdRequired
Action
Write
- Meeting IdRequired
- DescriptionRequired
- Start DateRequired
  (YYYY-MM-DD HH:mm)
- End DateRequired
  (YYYY-MM-DD HH:mm)
- UserRequired
- Activity TypeRequired
Action
Write
- IdRequired
  ID of the contact
- Name
  Name of the contact
- Phone
- Cell Phone
- Email
- Title
- Client Id
Action
Write
- EmailRequired
  Email of contact
Action
Search

How Autotask + Upsales Integrations Work

Step 1: Authenticate Autotask and Upsales.
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.

Connect apps

Connect Autotask + Upsales

About Autotask

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

Learn more

Related categories

CRM (Customer Relationship Management)

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About Upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

Related categories

CRM (Customer Relationship Management)

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Autotask + Upsales Integrations

How to connect Autotask + Upsales

Connect your apps and automate workflows

New Company

New Contact

New Project

New Task

New or Updated Ticket Note

Updated Company

Updated Contact

Updated Quote

Updated Time Entry

Create Contact

CompanyRequired

Create Ticket Note

Create Quote

OpportunityRequired

Update Contact

ContactRequired

Update Quote

QuoteRequired

Find a Company

Company Name

Company ID

Find an Opportunity

Opportunity Title

Opportunity ID

Find a Ticket

Ticket NumberRequired

New Activity

New Company

New Opportunity

New Segment

Create Company

NameRequired

Account Manager

Campaigns

Mail Address

Mail Zipcode

Mail City

Mail State

Mail Country

Employees

Notes

Org Number

Phone

Turnover

Webpage

Facebook

Linkedin

Twitter

New Form Submit

Update Company

IdRequired

Name

User ID

Campaigns

Mail Address

Mail Zipcode

Mail City

Mail State

Mail Country

Employees

Notes

Org Number

Phone

Turnover

Webpage

Facebook

Linkedin

Twitter

Find a Company

NameRequired

Find or Create a Company

NameRequired

Account Manager

Campaigns

Mail Address

Mail Zipcode

Mail City