Autotask + Email by Zapier

Send outbound emails in Email by Zapier when new companies are created in Autotask

Enhance your communication system with this seamless workflow. When a new company is added in Autotask, an email will be generated and sent via Email by Zapier. This easy-to-implement automation improves efficiency, ensures quick communication, and streamlines the process of handling new business contacts in your system. Witness a significant boost in your productivity with this real-time correspondence solution.

When this happens...
New Company
Triggers when a new company is found.
TriggerInstant
automatically do this!
Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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Supported triggers and actions

- Help Text
Trigger
Instant
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- Help Text
Trigger
Instant
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New Invoice
Triggers when a new invoice is found.
Trigger
Polling
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- Company
Trigger
Polling
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- Opportunity
Trigger
Polling
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New Task
Triggers when a new Task is found.
Trigger
Polling
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New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
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- Company
- Assigned To Resource
Trigger
Polling
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Company
Trigger
Polling
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Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
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- Help Text
- Field
Trigger
Instant
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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
New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
Try It
- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
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
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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
- 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
- Setup Directions
Trigger
Instant
Try It

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 Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more

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Autotask + Email by Zapier

Send outbound emails in Email by Zapier when new companies are created in Autotask

New Company

New Configuration Item

New Invoice

New Opportunity

New Quote

New Task

New Time Entry

Updated Company "To Do" Event

Updated Contact

Updated Project

Updated Service Call

Updated Ticket

Create Company

Create Contact

Create Ticket Note

Create Knowledge Base Article

Create Quote

Create Task

Update Company

Update Opportunity

Update Task

API Request (Beta)

Find Contract

Find Contact

Find Quote

Find Country

Find Resource

New Inbound Email

Send Outbound Email

New Company "To Do" Event

New Contact

New Ticket

New Project

New Service Call

New or Updated Ticket Note

Updated Company

Updated Configuration Item

Updated Opportunity

Updated Quote

Updated Task

Updated Time Entry

Create Company To-Do

Create Ticket

Create Expense Report

Create Opportunity

Add Quote Items

Create Time Entry

Update Contact

Update Quote

Update Ticket

Find Account

Find Company

Find Opportunity

Find Ticket

Find Currency

Find Company

New Read Receipt

About Autotask

Related categories

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About Email by Zapier

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