Autotask Integrations

Name: Zapier
Availability: InStock

Put Autotask to work with AI and enterprise-grade automation

Automate smarter with Autotask and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

TOPdesk

IT Operations

monday.com

Project Management

Slack

Team Chat

ClickUp

Project Management

Typeform

Forms & Surveys

Microsoft Office 365

Email, Microsoft

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

TOPdesk

IT Operations

monday.com

Project Management

Slack

Team Chat

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

TOPdesk

IT Operations

monday.com

Project Management

Slack

Team Chat

ClickUp

Project Management

Typeform

Forms & Surveys

Microsoft Office 365

Email, Microsoft

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

Add new Autotask contacts to Mailchimp
Details
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Autotask + Mailchimp
Create Autotask tickets for new Jotform submissions
Details
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Jotform + Autotask
Create new HubSpot companies from new Autotask companies
Details
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Autotask + HubSpot
Update and manage companies in Business App when companies are updated in Autotask
Details
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Autotask + Business App
Add new Autotask contacts to Constant Contact
Details
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Autotask + Constant Contact
Create tickets in Autotask for new tasks in Asana projects
Details
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Asana + Autotask

Add new Autotask contacts to Mailchimp

Details

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Autotask + Mailchimp

Create Autotask tickets for new Jotform submissions

Details

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Jotform + Autotask

Create new HubSpot companies from new Autotask companies

Details

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Autotask + HubSpot

Update and manage companies in Business App when companies are updated in Autotask

Details

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Autotask + Business App

Add new Autotask contacts to Constant Contact

Details

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Autotask + Constant Contact

Create tickets in Autotask for new tasks in Asana projects

Details

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Asana + Autotask

Create Autotask companies for new HubSpot companies

Details

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HubSpot + Autotask

Create Autotask opportunities from new Keap contacts

Details

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Keap + Autotask

Update and manage contacts in Business App for every updated contact in Autotask

Details

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Autotask + Business App

Send Discord channel messages for updated Autotask tickets

Details

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Autotask + Discord

Create weekly tickets in Autotask using Schedule by Zapier

Details

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Schedule by Zapier + Autotask

Add new Autotask contacts to as QuickBooks Online customer

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Autotask + QuickBooks Online

Create Autotask companies for new HubSpot companies
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HubSpot + Autotask
Create Autotask opportunities from new Keap contacts
Details
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Keap + Autotask
Update and manage contacts in Business App for every updated contact in Autotask
Details
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Autotask + Business App
Send Discord channel messages for updated Autotask tickets
Details
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Autotask + Discord
Create weekly tickets in Autotask using Schedule by Zapier
Details
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Schedule by Zapier + Autotask
Add new Autotask contacts to as QuickBooks Online customer
Premium
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Autotask + QuickBooks Online

Autotask integration details

Managing IT for other businesses means you need a helpdesk, CRM, project management system, and invoicing tool—all somewhere easily accessible to your team. Zapier makes IT business management platform Autotask even more efficient by automatically updating your customer records and keeping your team informed of any changes. You can even connect your email marketing service to Autotask so you can nurture leads and support your clients.

Connect Autotask to 8,000+ apps

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
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
- Opportunity
Trigger
Polling
Try It

New Task
Triggers when a new Task is found.
Trigger
Polling
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
Try It

- Company
- Assigned To Resource
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
  Required
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Task
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- 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
- QuoteName
- QuoteID
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
  Required
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
  Required
Action
Write
- Quote
  Required
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
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 ID
  Required
Action
Search
- Company Name
- Company ID
Action
Search or write

Autotask Help & Support

Common questions

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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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Autotask Integrations

Put Autotask to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier