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Autotask - Opportunities

  • 10 March 2023
  • 2 replies

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


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

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2 replies

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 


Userlevel 7
Badge +14

Hi @Netlayer 

Good question.

Try using this Zap action: Autotask - Create Opportunity