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Quickly connect Autotask to Zendesk with a Zapier template.
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Zapier makes it easy to integrate Autotask with Zendesk - no code necessary. See how you can get setup in minutes.
Select a trigger from Autotask
Setup an action from Zendesk
That’s it! You just connected Autotask to Zendesk
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Frequently Asked Questions about Autotask + Zendesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Zendesk
How can I integrate Autotask with Zendesk using your platform?
To integrate Autotask with Zendesk, you'll need to create a connection through our platform where you can set up triggers and actions. For example, you can set a trigger in Autotask that, once a task is updated, performs an action such as creating or updating a ticket in Zendesk.
What specific triggers from Autotask can initiate actions in Zendesk?
In Autotask, you can use triggers such as 'New Task Created' or 'Task Updated'. These can be configured to initiate specific actions in Zendesk like creating new tickets or updating existing ones based on the conditions you set in our integration.
Can updates in Zendesk reflect back into Autotask?
Yes, by setting up the appropriate actions in our platform, changes in Zendesk tickets such as status updates or comments can trigger updates on corresponding tasks or projects within Autotask.
Is it possible to synchronize customer information between Autotask and Zendesk automatically?
Absolutely! You can configure this through our platform by setting triggers that update customer data across both systems. For example, when a new contact is added or updated in Autotask, their information can be automatically synchronized with Zendesk's contact database.
What kind of data mapping is possible between Autotask and Zendesk fields?
Our integration tool allows for flexible data mapping between fields. You can map standard fields like email addresses and phone numbers, as well as custom fields if needed. This ensures that all relevant information is shared seamlessly between both platforms.
How do I handle errors during the integration process?
Integration errors are logged within our platform for your review. You may also set up notifications for errors so you are promptly informed when something goes wrong. Our intuitive error reporting will guide you on how to resolve these issues effectively.
Can I automate workflows involving multiple steps between Autotask and Zendesk?
Yes, multi-step workflows can be automated using our platform. You might start with a trigger from an updated task in Autotask leading to multiple sequential actions like updating a ticket in Zendesk followed by sending notifications internally or externally depending on your workflow needs.
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.
- 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