Airtable + Autotask

Create Airtable records from new Autotask opportunities

When a new opportunity arises in Autotask, maintain organized records by setting up this automation to create a corresponding record in Airtable. This workflow helps ensure your data remains consistent across both platforms, reducing manual data entry and enhancing efficiency in tracking opportunities.

When this happens...
New Opportunity
Triggers when a new opportunity is found.
TriggerPolling
automatically do this!
Create Record
Creates a new record with auto-populating fields.
ActionWrite

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Supported triggers and actions

- 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
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

- 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
- 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
- QuoteRequired
Action
Write
Create Time Entry
Creates a Time Entry.
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
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- NameRequired
- Workspace IDRequired
- Number of TablesRequired
Action
Write
- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search

About Airtable

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