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  • Autotask logoAutotask logo

Fulcrum + Autotask Integrations

How to connect Fulcrum + Autotask

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  • Fulcrum triggers, actions, and search
    Record Created
    Triggers when a new record is created.
    Trigger
    Instant
  • Fulcrum triggers, actions, and search
    Record Deleted
    Triggers when a new record is deleted.
    Trigger
    Instant
  • Fulcrum triggers, actions, and search
    Record Updated
    Triggers when a new record is updated.
    Trigger
    Instant
  • Fulcrum triggers, actions, and search
    Project Create
    Creates a new project.
    Action
    Write
  • Fulcrum triggers, actions, and search
    Record Create
    Creates a new Record.
    Action
    Write
  • Fulcrum triggers, actions, and search
    Record Update
    Update a new Record.
    Action
    Write
  • Autotask triggers, actions, and search
    New Company
    Triggers when a new company is found
    Trigger
    Instant
  • Autotask triggers, actions, and search
    New Configuration Item
    Triggers when a new configuration item is found.
    Trigger
    Instant
  • Autotask

    Triggers when a new contact is found.

    Instant

    Trigger

  • Autotask

    Triggers when a new opportunity is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a new Project is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a new quote is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a new Task is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a new ticket is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a ticket is updated or created.

    Scheduled

    Trigger

  • Autotask

    Triggers when a new Time Entry is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a company is updated.

    Instant

    Trigger

  • Autotask

    Triggers when a configuration item is updated.

    Instant

    Trigger

  • Autotask

    Triggers when a contact is updated.

    Instant

    Trigger

  • Autotask

    Triggers when an opportunity is updated.

    Scheduled

    Trigger

  • Autotask

    Triggers when a quote is updated.

    Scheduled

    Trigger

  • Autotask

    Triggers when a ticket is updated.

    Scheduled

    Trigger

  • Autotask

    Triggers when a Time Entry is updated.

    Scheduled

    Trigger

  • Autotask

    Creates a company.

    Scheduled

    Action

  • Autotask

    Creates a contact.

    Scheduled

    Action

  • Autotask

    Creates a ticket.

    Scheduled

    Action

  • Autotask

    Creates a ticket note.

    Scheduled

    Action

  • Autotask

    Creates an opportunity.

    Scheduled

    Action

  • Autotask

    Creates a quote.

    Scheduled

    Action

  • Autotask

    Creates a Time Entry.

    Scheduled

    Action

  • Autotask

    Update a company.

    Scheduled

    Action

  • Autotask

    Update a contact.

    Scheduled

    Action

  • Autotask

    Updates an opportunity.

    Scheduled

    Action

  • Autotask

    Updates a quote.

    Scheduled

    Action

  • Autotask

    Updates a ticket.

    Scheduled

    Action

  • Autotask

    Finds a Company.

    Scheduled

    Action

  • Autotask

    Finds a contact.

    Scheduled

    Action

  • Autotask

    Finds an opportunity.

    Scheduled

    Action

  • Autotask

    Finds a quote.

    Scheduled

    Action

  • Autotask

    Finds a Ticket by Ticket Number.

    Scheduled

    Action

  • Autotask

    Find a company by company name or ID. Optionally, create one if none are found.

    Scheduled

    Action

How Fulcrum + Autotask Integrations Work

  1. Step 1: Authenticate Fulcrum and Autotask.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
fulcrum logo
fulcrum logo

About Fulcrum

Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.

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autotask logo
autotask logo

About Autotask

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

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