Autotask + WPForms

Create new Autotask companies from WPForms form entries

Effortlessly streamline your data entry process with this WPForms and Autotask integration. When a new form entry is submitted in WPForms, it will automatically create a company in Autotask, saving you time and ensuring your information stays organized and up-to-date. Turn manual tasks into a seamless workflow and focus on growing your business.

When this happens...
New Form Entry
Triggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create Company
Triggers when a new company is found.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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- Help Text
Trigger
Instant
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- Help Text
Trigger
Instant
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New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
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- Company
Trigger
Scheduled
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- Opportunity
Trigger
Scheduled
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New Task
Triggers when a new Task is found.
Trigger
Scheduled
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New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
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- Help Text
Trigger
Instant
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- Company
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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- Help Text
- Field
Trigger
Instant
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Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Company
- Assigned To Resource ID
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
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- Help Text
Trigger
Instant
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New Project
Triggers when a new Project is found.
Trigger
Scheduled
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New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
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- Help Text
Trigger
Instant
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- Help Text
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Company
Trigger
Scheduled
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- Project
Trigger
Scheduled
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- Company
Trigger
Scheduled
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Create Company To-Do
Creates a new Company To-Do.
Action
Write
- CompanyRequired
Action
Write
- 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
Action
Write
- CompanyRequired
Action
Write
- ProjectRequired
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- TicketRequired
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency IDRequired
Action
Search
- Company Name
- Company ID
Action
Search or write

About Autotask

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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Project Management

NetSuite

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CRM (Customer Relationship Management)

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn more Help

Related categories

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Gravity Forms

Forms & Surveys, WordPress

Formidable Forms

Forms & Surveys, WordPress

123FormBuilder

Forms & Surveys

PRODUCTS

CAPABILITIES

By team

Autotask + WPForms

Create new Autotask companies from WPForms form entries

New Form Entry

New Company

Help Text

New Configuration Item

Help Text

New Invoice

New Opportunity

Company

New Quote

Opportunity

New Task

New Time Entry

Updated Configuration Item

Help Text

Updated Opportunity

Company

Updated Quote

Updated Ticket

Help Text

Field

Create Company

Create Contact

CompanyRequired

Create Ticket Note

Create Knowledge Base Article

Article CategoryRequired

Create Quote

OpportunityRequired

Update Company

CompanyRequired

Update Opportunity

OpportunityRequired

Update Task

TaskRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contract

Contract ID

Company Name

Find Contact

ID

First Name

Last Name

Email Address

Company

Country

Fax Number

Phone Number

Find Quote

Quote Name

Quote ID

Find Country

Country IDRequired

Find Resource

Resource IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Company "To Do" Event

Company

Assigned To Resource ID

New Contact

New Ticket

Help Text