Autotask + Business App

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

Keep your customer information updated across your Autotask and Business App platforms seamlessly. Whenever there's new or updated contact data in Autotask, this workflow ensures your Business App contact list is immediately updated. This helps you maintain up-to-date records and save time on manual data entry, boosting your efficiency and accuracy.

Keep your customer information updated across your Autotask and Business App platforms seamlessly. Whenever there's new or updated contact data in Autotask, this workflow ensures your Business App contact list is immediately updated. This helps you maintain up-to-date records and save time on manual data entry, boosting your efficiency and accuracy.

  1. When this happens...
    AutotaskAutotask
    Updated Contact

    Triggers when a contact is updated. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.

    TriggerInstant
  2. automatically do this!
    Business AppBusiness App
    Create or Update Contact

    Creates or Updates a contact. Also used to return values for an existing record.

    ActionWrite
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Supported triggers and actions

    • Company

    • Assigned To Resource ID

    Trigger
    Polling
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autotask logo
autotask logo

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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business-app logo
business-app logo

About Business App

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

Related categories

  • Sales & CRM