Skip to main content
Best answer

Autotask - Opportunities

  • March 10, 2023
  • 2 replies
  • 53 views

Netlayer

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.

2 replies

MohSwellam
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+8
  • Zapier Orchestrator & Solution Partner
  • March 10, 2023

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 

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • Answer
  • March 10, 2023

Hi @Netlayer 

Good question.

Try using this Zap action: Autotask - Create Opportunity