Autotask Integrations

CRM (Customer Relationship Management)

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Microsoft Teams

Microsoft, Team Chat

Slack

Team Chat

Mailchimp

Email Newsletters

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Microsoft Excel

Microsoft, Spreadsheets

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Developer Tools, Zapier

HubSpot

Marketing Automation

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Documents, Zapier

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Developer Tools, Zapier

Microsoft Teams

Microsoft, Team Chat

Slack

Team Chat

Filter by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Formatter by Zapier

Documents, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Microsoft Teams

Microsoft, Team Chat

Slack

Team Chat

Mailchimp

Email Newsletters

Paths by Zapier

Developer Tools, Zapier

Microsoft Excel

Microsoft, Spreadsheets

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Quickly automate Autotask integrations with Zapier's templates

Add new Autotask contacts to Constant Contact
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Autotask + Constant Contact
Post webhooks with new Autotask tickets
Premium
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Autotask + Webhooks by Zapier
Add new Autotask contacts to Mailchimp
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Autotask + Mailchimp
Add or update Mailchimp subscribers for new or updated contacts in Autotask
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Autotask + Mailchimp
Add new accounts in Autotask to a Google Sheets spreadsheet
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Autotask + Google Sheets

Add new Autotask accounts to Microsoft Dynamics CRM
Premium
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Autotask + Microsoft Dynamics 365 CRM

Add new Autotask contacts to Constant Contact

Autotask + Constant Contact

Post webhooks with new Autotask tickets

Premium

Autotask + Webhooks by Zapier

Add new Autotask contacts to Mailchimp

Autotask + Mailchimp

Add or update Mailchimp subscribers for new or updated contacts in Autotask

Autotask + Mailchimp

Add new accounts in Autotask to a Google Sheets spreadsheet

Autotask + Google Sheets

Add new Autotask accounts to Microsoft Dynamics CRM

Premium

Autotask + Microsoft Dynamics 365 CRM

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 6,000+ apps

Supported triggers and actions

What does this mean?

- 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
Scheduled
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- Company
Trigger
Scheduled
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- Opportunity
Trigger
Scheduled
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New Task
Triggers when a new Task is found.
Trigger
Scheduled
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New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
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- Help Text
Trigger
Instant
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- Company
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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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
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Welcome
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
- Assigned To Resource ID
Trigger
Scheduled
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New Contact
Triggers when a new contact is found.
Trigger
Instant
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- Help Text
Trigger
Instant
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New Project
Triggers when a new Project is found.
Trigger
Scheduled
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New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
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- Help Text
Trigger
Instant
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- Help Text
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Company
Trigger
Scheduled
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- Project
Trigger
Scheduled
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- Company
Trigger
Scheduled
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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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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

About Autotask

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

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CRM (Customer Relationship Management)

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Popular Autotask Integrations