Autotask and Salesflare

How to connect Autotask

When new Company in Autotask, find or create account in Salesflare.
When new Company "To Do" Event in Autotask, find or create account in Salesflare.
When new Contact in Autotask, find or create contact in Salesflare.
When new Invoice in Autotask, create opportunity, then find or create contact in Salesflare.
When new Ticket in Autotask, create task in Salesflare.
When new Opportunity in Autotask, create opportunity in Salesflare.

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

Start a workflow when this happens

New Company — Triggers when a new company is found.
New Company "To Do" Event — Trigger when a new "To Do" event is added to a company.
New Configuration Item — Triggers when a new configuration item is found.
New Contact — Triggers when a new contact is found. **Note:** This trigger requires webhook creation permissions. See [here](https://qadev.autotask.net/help/DeveloperHelp/Content/APIs/Webhooks/WEBHOOKS.htm?cshid=1001) on how to enable for your Zapier integration user.
New Invoice — Triggers when a new invoice is found.

Show 19 more triggers

New Opportunity — Triggers when a new opportunity is found.
New Project — Triggers when a new Project is found.
New Quote — Triggers when a new quote is found.
New Service Call — Triggers when a new service call is created.
New Task — Triggers when a new Task is found.
New Ticket — Triggers when a new ticket is found.
New Time Entry — Triggers when a new time entry is found.
New or Updated Ticket Note — Triggers when a ticket note is updated or created.
Updated Company — Triggers when a company is updated.
Updated Company "To Do" Event — Triggers when an existing Company "To Do" event is updated (not when created).
Updated Configuration Item — Triggers when a configuration item is updated.
Updated Contact — Triggers when a contact is updated. **Note:** This trigger requires webhook creation permissions. See [here](https://qadev.autotask.net/help/DeveloperHelp/Content/APIs/Webhooks/WEBHOOKS.htm?cshid=1001) on how to enable for your Zapier integration user.
Updated Opportunity — Triggers when an opportunity is updated.
Updated Project — Triggers when a project is updated.
Updated Quote — Triggers when a quote is updated.
Updated Service Call — Triggers when an existing service call is updated (not when created).
Updated Task — Triggers when a task is updated.
Updated Ticket — Triggers when an existing ticket is updated.
Updated Time Entry — Triggers when a Time Entry is updated.

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Add Quote Items — Adds multiple items to an existing quote.
Create Company — Creates a company.
Create Company To-Do — Creates a new Company To-Do.
Create Contact — Creates a contact.

Show 15 more actions

Create Expense Report — Creates a new expense report.
Create Knowledge Base Article — Creates a new knowledge base article.
Create Opportunity — Creates an opportunity.
Create Quote — Creates a quote.
Create Task — Creates a task.
Create Ticket — Creates a ticket.
Create Ticket Note — Creates a ticket note.
Create Time Entry — Creates a Time Entry.
Find Company — Find a company by company name or ID. Optionally, create one if none are found.
Update Company — Update a company.
Update Contact — Update a contact.
Update Opportunity — Updates an opportunity.
Update Quote — Updates a quote.
Update Task — Update a task.
Update Ticket — Updates a ticket.