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How Zapier works
Zapier makes it easy to integrate Chat Agents with Autotask - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Chat Lead Updates" from Chat Agents.
Add your action
An action happens after the trigger—such as "Create Company" in Autotask.
You’re connected!
Zapier seamlessly connects Chat Agents and Autotask, automating your workflow.
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.
- Chat Lead Updates
Triggers when a existing lead is updated.
Try ItTriggerInstant - Help_text
Try ItTriggerInstant- Help_text
Try ItTriggerInstant- New Invoice
Triggers when a new invoice is found.
Try ItTriggerPolling
- New Chat Lead
Triggers when there's a new chat lead.
Try ItTriggerInstant - Company
- Assigned To Resource ID
Try ItTriggerPolling- New Contact
Triggers when a new contact is found.
Try ItTriggerInstant - Help_text
Try ItTriggerInstant
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