Best answer

Autotask - Opportunities

Hi All, has anyone been able to create new opportunities in Autotask using a zap?

Best answer by Troy Tessalone

Hi @Netlayer

Good question.

Try using this Zap action: Autotask - Create Opportunity

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

+8

Hi @Netlayer

It seems the actions available for AutoTask are as shown in the below screenshot. It does not include creating Tasks.

A quick search shows that you can use their API to do that using Webhooks by Zapier. Check their API documentation here https://ww1.autotask.net/help/developerhelp/Content/APIs/REST/Entities/TicketsEntity.htm

Founder of GeekyAir.com

+14

Hi @Netlayer

Good question.

Try using this Zap action: Autotask - Create Opportunity

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor

Sign up