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Set up your first integration
Quickly connect Autotask to Webhooks by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Autotask with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from Autotask.
Add your action
An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.
You’re connected!
Zapier seamlessly connects Autotask and Webhooks by Zapier, automating your workflow.
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Practical ways you can use Autotask and Webhooks by Zapier
Track new company additions in external systems.
When a new company is added to Autotask, Zapier triggers a Webhook to share this data with an external CRM or reporting system. This saves time and ensures new business opportunities are seamlessly added to additional platforms for better oversight.
Business OwnerLog updated ticket notes in external systems.
When a ticket note in Autotask is updated or created, Zapier triggers a Webhook to log this data into a third-party system. This ensures up-to-date ticket progress tracking for external reporting or customer communication tools.
Customer Support OpsSend service call data to external systems.
When a new service call is created in Autotask, Zapier triggers a Webhook to send the service call data to an external system. This ensures your external databases or applications remain synchronized with your Autotask records, improving accuracy and saving time.
ITSupported 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
Try ItTriggerInstant- Help_text
Try ItTriggerInstant- New Invoice
Triggers when a new invoice is found.
Try ItTriggerPolling - Company
Try ItTriggerPolling
- Company
- Assigned To Resource ID
Try ItTriggerPolling- New Contact
Triggers when a new contact is found.
Try ItTriggerInstant - Help_text
Try ItTriggerInstant- New Project
Triggers when a new Project is found.
Try ItTriggerPolling