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Question

Find Resource in AutoTask

M

I need to find a resource in Autotask by either name or email?

It appears the only way Zapier can find a resource is by resource id so the question is, if I do not know the resource ID but I know the name and email of the resource how can I find the resource id?

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @McHenry 

You may have to explore using the Autotask API or creating a Custom Action with the help of AI.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
ken.a
Userlevel 7
Badge +6

Hi there @McHenry,

Welcome to the Community! 🎉

It looks like the “Find Resource” action only allows you to search for the resource ID at the moment. I’d recommend reaching out to our Support Team to create a feature request on your behalf for the “Find Resource” to support using name or email.

You can reach our Support Team here: https://zapier.com/app/get-help 

Reply


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