I’m trying to find a way to use a trigger in Monday.com to create an asset or “Configuration Item” in Autotask and then sync data between the 2 platforms. I can’t seem to find it in the pre-built options, and I tried to stumble my way though the custom actions, with no success. Any guidance or advice would be greatly appreciated!
You can also try reaching out to Autotask Support for possible help in determining the feasibility of performing that action in their Zap app integration.
If there is not an available action, then the Autotask API would likely have to be used via one of these advanced approaches:
- Custom Action
- API Request
I believe in the API documentation it’s called ConfigurationItem
I’m including a screenshot of the section of Autotask for Assets. I don’t have anything listed at the moment, as I’m using a trial version
Check the Autotask API: https://ww1.autotask.net/help/DeveloperHelp/Content/Search.htm?q=asset
I didn’t see anything named “Asset”.
Provide screenshots from Autotask to give us context about what you mean by Asset.
Hi Troy,
Thanks for your response. I couldn’t find an action for creating a new asset in Autotask, but I wanted to make sure there isn’t a simple solution that I’m just missing.
Thanks
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