How do I mirror existing Autotask tickets to a particular board for a specific customer?

  • 6 December 2023
  • 5 replies

Userlevel 1

Is there any way to mirror [existing] tickets that reside in Auttotask [for a specific customer]


[A specific] board




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5 replies

Userlevel 7
Badge +14

Hi @rockymtnway 

Good question.

Check out the available Zap triggers/actions for each app:

Userlevel 1

Thanks, I’ll check out that list of Zaps.

I was asking the AI various ways and everything it pulled up was for [New] tickets.  As is the case with many zaps across many apps - all focused on New item triggers.   But if I want two way syncing, I’d like to do an initial sync first.

Thanks Troy

Userlevel 7
Badge +14


Does Zapier support two-way syncing?


No. Zapier does not support two-way syncing between apps right now. Think of Zaps like one-way workflows.

In certain scenarios, you can fake two-way syncing by setting up two different Zaps that perform opposite actions. For instance, you could have one Zap that creates a new spreadsheet row for every new contact created and another that creates a new contact for every new spreadsheet row.

miscEye icon Note

Be careful not to create a Zap Loop. Learn how to avoid Zap loops.

Userlevel 1

Thanks.   I didn’t think it did, so when I said that I meant more two zaps for sending data each way.  However the first challenge is how to get all the existing tickets in Autotask to be created in


Thank you

Userlevel 7
Badge +6

Hi there @rockymtnway,

I’m jumping in to see if I can help!

At the moment, Zaps are only built to look at new and incoming information, and won't process existing data. You can read a bit more about this here:

This means that data created before the Zap is turned on won't be pulled in automatically. 

That said, if you're able to export that data as a spreadsheet or CSV file, you may be able to “import” them using a separate Zap. This guide has some great visual references for getting that workaround set up:

Hopefully, this helps.