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
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

PandaDoc

Documents

QuickBooks Online

Accounting

monday.com

Project Management

Microsoft Excel

Microsoft, Spreadsheets

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

PandaDoc

Documents

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

PandaDoc

Documents

QuickBooks Online

Accounting

monday.com

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new Autotask contacts to Mailchimp
Details
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Autotask + Mailchimp
Create new HubSpot companies from new Autotask companies
Details
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Autotask + HubSpot
Create Autotask tickets for new Jotform submissions
Details
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Jotform + Autotask
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 each new reaction added in Slack
Details
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Slack + Autotask

Add new Autotask contacts to Mailchimp

Details

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Autotask + Mailchimp

Create new HubSpot companies from new Autotask companies

Details

Try it

Autotask + HubSpot

Create Autotask tickets for new Jotform submissions

Details

Try it

Jotform + Autotask

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

Details

Try it

Autotask + Business App

Add new Autotask contacts to Constant Contact

Details

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Autotask + Constant Contact

Create tickets in Autotask for each new reaction added in Slack

Details

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Slack + Autotask

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

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

Details

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Autotask + QuickBooks Online

Create tickets in Autotask for new tasks in Asana projects
Details
Try it
Asana + Autotask
Create Autotask companies for new HubSpot companies
Details
Try it
HubSpot + Autotask
Create Autotask opportunities from new Keap contacts
Details
Try it
Keap + Autotask
Update and manage contacts in Business App for every updated contact in Autotask
Details
Try it
Autotask + Business App
Create weekly tickets in Autotask using Schedule by Zapier
Details
Try it
Schedule by Zapier + Autotask
Add new Autotask contacts to as QuickBooks Online customer
Premium
Details
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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 9,000+ 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

For builders

Let your AI safely access Autotask

Go beyond Zap workflows. Install Zapier in your AI to call Autotask actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Autotask from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Company
Create Company To-Do

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Autotask actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Autotask connection @ https://zapier.com/ja/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "autotask", owner: "me" });

await zapier.runAction({
  app: 'autotask',
  action: 'company',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Autotask Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Autotask

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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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

Add new Autotask contacts to Mailchimp

Create new HubSpot companies from new Autotask companies

Create Autotask tickets for new Jotform submissions

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

Add new Autotask contacts to Constant Contact

Create tickets in Autotask for each new reaction added in Slack

Add new Autotask contacts to Mailchimp

Create new HubSpot companies from new Autotask companies

Create Autotask tickets for new Jotform submissions

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

Add new Autotask contacts to Constant Contact

Create tickets in Autotask for each new reaction added in Slack

Create tickets in Autotask for new tasks in Asana projects

Create Autotask companies for new HubSpot companies

Create Autotask opportunities from new Keap contacts

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

Create weekly tickets in Autotask using Schedule by Zapier

Add new Autotask contacts to as QuickBooks Online customer

Create tickets in Autotask for new tasks in Asana projects

Create Autotask companies for new HubSpot companies

Create Autotask opportunities from new Keap contacts

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

Create weekly tickets in Autotask using Schedule by Zapier

Add new Autotask contacts to as QuickBooks Online customer

Autotask integration details

Let your AI safely access Autotask

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Autotask Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Autotask Integrations

Popular Autotask Integrations

Connect Your App Accounts to Zapier