Middleware & DevelopersAutotask Professional Services Automation (PSA)

Zapier

Autotask Zapier Integration

Zapier is the glue that connects more than 1,000 web apps. Zaps are Workflows that connect your apps, so they can work together. Zaps Start with a Trigger—an event in one of your apps that kicks off your workflow. Zaps Automate Tasks in the background, so you can focus on more important work.

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more. Zapier allows you to instantly connect Autotask with 1,500+ apps to automate your work and find productivity super powers.

Triggers:

  • New Account
  • New or Updated Contact
  • New Ticket
  • New Configuration Item
  • New Opportunity
  • New Project
  • New Quote
  • New Task
  • New Ticket Time Entry
  • New Ticket Note
  • Updated Account
  • Updated Opportunity
  • Updated Quote
  • Updated Ticket
  • Updated Ticket Time Entry
  • Updated Ticket Note

Actions:

  • Create Account
  • Create Contact
  • Create Opportunity
  • Create TIcket
  • Create Ticket Note
  • Create Ticket Time Entry
  • Update Account
  • Update Contact
  • Update Opportunity
  • Update Ticket

Searches:

  • Find an Account
  • Find a Contact
  • Find Opportunity
  • Find Quote
  • Find Ticket

Available Worldwide.

Contact information for Sales and Support

Sales- https://zapier.com/help/account

Support – https://zapier.com/app/contact-us
Documentation – https://zapier.com/appsautotask/integrations