Autotask + Business App

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

Keep your business data current and consistent across Autotask and Business App with this automation. When a company's information changes in Autotask, this workflow ensures the corresponding company entry in Business App is created or updated promptly. This straightforward connection supports data consistency between systems, saving you the need to manually catch and manage updates.

When this happens...
Updated Company
Triggers when a company is updated.
TriggerInstant
automatically do this!
Create or Update Company
Creates or Updates a company. Also used to return values for an existing record.
ActionWrite

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Supported triggers and actions

- Help Text
Trigger
Instant
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- 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
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- Help Text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
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
- 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
- Note for Vendasta App as trigger
Trigger
Polling
Try It
- Automation IDRequired
Action
Write
- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
Action
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
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
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
- ProjectRequired
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
- Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
Action
Write
- Account ID
- Customer Identifier
- Search Existing
- Business Name
- Website
- Categories
- Country/Region
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Business Phone Number
- Business Email
- Toll Free Number
- Short Description
- Long Description
- Facebook URL
- Foursquare URL
- LinkedIn URL
- Twitter URL
- Pinterest URL
- Instagram URL
- YouTube URL
- Custom Fields
- Return note
- Return Fields
Action
Write
- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
Action
Write

About Autotask

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

Related categories

CRM (Customer Relationship Management)

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About Business App

Business App provides a single place for your sales teams to view key information about your customers.

Related categories

Sales & CRM

Related Zap Templates

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

Related Zap Templates

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

Autotask + Business App

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

New Company

New Configuration Item

New Invoice

New Opportunity

New Quote

New Task

New Time Entry

Updated Configuration Item

Updated Opportunity

Updated Quote

Updated Ticket

Create Company

Create Contact

Create Ticket Note

Create Knowledge Base Article

Create Quote

Update Company

Update Opportunity

Update Task

API Request (Beta)

Find Contract

Find Contact

Find Quote

Find Country

Find Resource

Setup Vendasta as Trigger

Run Automation

Create or Update Company

New Company "To Do" Event

New Contact

New Ticket

New Project

New Service Call

New or Updated Ticket Note

Updated Company

Updated Contact

Updated Project

Updated Task

Updated Time Entry

Create Company To-Do

Create Ticket

Create Expense Report

Create Opportunity

Create Task

Update Contact

Update Quote

Update Ticket

Find Account

Find Company

Find Opportunity

Find Ticket

Find Currency

Find Company

Create or Update CRM Activity

Create or Update Account

Create or Update Contact

About Autotask

Related categories

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Odoo ERP Self Hosted

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About Business App

Related categories

Related Zap Templates

Related Zap Templates