Zapier Integration FAQ

What is Zapier?

Zapier is a middleware tool that allows you to connect apps you use every day to automate tasks and save time. You can create your own custom automations to fill any integration gaps with connections to over 1,500 integrated products. The basic premise of the software is that a Trigger in one application can result in an Action in another without user intervention. The activity that results between the two applications is called a Zap.

What Triggers/Actions are supported for Autotask?

What are some examples of ways to use Autotask with Zapier?

  • Add new Autotask contacts to MailChimp, Constant Contact, or other email/marketing apps so you can turn leads into customers and keep existing customers updated about company news.
  • Send an email through Zapier when new accounts are found in Autotask so that all of your teams can immediately get started working on everything from billing to service calls.
  • Create a two-way sync to keep Accounts and Contacts updated between Autotask and Hubspot CRM

What apps can I connect Autotask to using Zapier?

Zapier has over 1,500 supported apps, including MailChimp, HubSpot, Slack, Office 365, Gmail, Infusionsoft and many more. For a full list, vist https://zapier.com/apps.