Create integrations between Autotask and Workbooks CRM to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Autotask and Workbooks CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported 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.
New Invoice
Triggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract ID
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
First Name
Last Name
Email Address
Company
Country
Fax Number
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCountry IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appResource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Case
Triggers when a new case is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lookup nameRequired
Value
Value list
Default value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Marketing CampaignRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
Assigned toRequired
Document CurrencyRequired
Customer Order DateRequired
StatusRequired
Tax point dateRequired
Product
Line Description
QuantityRequired
Unit price (document currency)Required
Additional Discount 1 %
Additional Discount 2 %
Delivery Country
Delivery County/State
Delivery date
Delivery Postcode/Zipcode
Delivery Street Address
Delivery Town or City
Discount given (document currency)
Discount given (home currency)
Display order
Document currency
End Date
Event
External Reference
Gross (document currency)
Gross (home currency)
Home currency
Location
Net (document currency)
Net (home currency)
Parent Line Item
Price Discount %
Pricing scheme
Sales tax (document currency)
Sales tax (home currency)
Sales tax code
Sales tax ruleset
Start Date
Status
Supply scheme
Tax adjustment (document currency)
Tax adjustment (home currency)
Total cost (document currency)
Total cost (home currency)
Unit cost (document currency)
Unit cost (home currency)
Unit price (home currency)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Person NameRequired
Assigned ToRequired
Job Title
Job Role
Employer
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Industry
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Preferred Language
Special Requirements
Source
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Due Date
Completed Date
Assigned ToRequired
TypeRequired
StatusRequired
PriorityRequired
Primary Contact ID
Primary Contact Type
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Customer Order Name
Assigned to
Document Currency
Customer Order Date
Status
Tax point date
Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Title
Person Name
Assigned To
Job Title
Job Role
Employer
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Industry
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Preferred Language
Special Requirements
Source
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign Name
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
Marketing CampaignRequired
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganisation Name
Website
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Organisation Name
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appMember's Name
Party or Lead Id
Party or Lead Type
External Reference
EmailRequired
Marketing CampaignRequired
Marketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustomer Order Name
External Reference
Object Reference
Customer Order NameRequired
Assigned toRequired
Document CurrencyRequired
Customer Order DateRequired
StatusRequired
Tax point dateRequired
Accounting period ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name
Last Name
Email
Employer
Object Reference
External Reference
Title
Person NameRequired
Assigned ToRequired
Job Title
Job Role
Employer
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Industry
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Preferred Language
Special Requirements
Source
Campaign
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Company
Assigned To Resource ID
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Submitter IDRequired
Organizational Level Association ID
reimbursement Currency Cash Advance Amount
Reimbursement Currency ID
The week ending date (YYYY-MM-DD)Required
Status
Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Title
Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket ID
Ticket Number
Title
Ticket Type
Created By
Assigned To
Completed By
Company
ActionThis is an event a Zap performs.SearchFind existing data in your appCurrency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Organisation
Triggers when a new organisation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Marketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Assigned ToRequired
StatusRequired
Description
Contact
Contact Email
Contact Telephone
Priority
Product Category
Resolution Status
Resolution Description
Source
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
Assigned toRequired
Document CurrencyRequired
Customer Order DateRequired
StatusRequired
Tax point dateRequired
Accounting period ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organisation NameRequired
Assigned ToRequired
Category
Industry
Website
Telephone
Fax
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Campaign
Source
VAT Number
Number of Employees
Preferred Language
Special Requirements
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Lead Person's NameRequired
Assigned ToRequired
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Member's NameRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Organisation Name
Assigned To
Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lock VersionRequired
Title
Lead Person's Name
Assigned To
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member's Name
Party or Lead Id
Party or Lead Type
External Reference
EmailRequired
Marketing CampaignRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Order Name
External Reference
Object Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Employer
Object Reference
External Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign Name
Object Reference
External Reference
NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStatusRequired
Marketing CampaignRequired
External Reference
Marketing CampaignRequired
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganisation Name
Website
Object Reference
External Reference
Organisation NameRequired
Assigned ToRequired
Category
Industry
Telephone
Fax
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Campaign
Source
VAT Number
Number of Employees
Preferred Language
Special Requirements
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name
Last Name
Email
Organisation Name
Object Reference
External Reference
Title
Lead Person's NameRequired
Assigned ToRequired
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found