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

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 

 


Hi @Netlayer 

Good question.

Try using this Zap action: Autotask - Create Opportunity