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Best answer

Autotask - Opportunities

  • 10 March 2023
  • 2 replies
  • 26 views
Netlayer

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

icon

Best answer by Troy Tessalone 10 March 2023, 17:56

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

2 replies

MohSwellam
Userlevel 7
Badge +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
Troy Tessalone
Userlevel 7
Badge +14

Hi @Netlayer 

Good question.

Try using this Zap action: Autotask - Create Opportunity

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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