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Connect Autotask and Slack to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Autotask with Slack - no code necessary. See how you can get setup in minutes.

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Autotask
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Autotask
1. Choose trigger event
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Slack
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Slack
2. Choose action
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1. Select the event
Setup
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Autotask
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from Autotask.

Add your action

An action happens after the trigger—such as "Add Reminder" in Slack.

You’re connected!

Zapier seamlessly connects Autotask and Slack, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Help_text
    Trigger
    Instant
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    • Help_text
    Trigger
    Instant
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  • Autotask triggers, actions, and search
    New Invoice

    Triggers when a new invoice is found.

    Trigger
    Polling
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    • Company
    • Assigned To Resource ID
    Trigger
    Polling
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Practical ways you can use Autotask and Slack

Get Slack alerts for new Autotask tickets

When a new ticket is created in Autotask, Zapier sends an alert to a designated Slack channel. This improves visibility and ensures ticket updates are communicated to your team quickly, helping you track customer support requests effectively without missing any updates.

Business Owner
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Post Autotask project updates to Slack

Whenever a project is updated in Autotask, Zapier posts the details in a Slack channel. This automation keeps engineering teams informed about project changes in real-time, reducing miscommunication and streamlining workflows.

Engineering
Get alerts for updated tickets in Slack

When an existing ticket is updated in Autotask, Zapier notifies your Slack channel. This helps IT teams stay up to date on ticket progress without manually checking Autotask, improving response times and productivity.

IT

Learn how to automate Slack on the Zapier blog

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Frequently Asked Questions about Autotask + Slack integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Slack

How can I integrate Autotask with Slack?

You can integrate Autotask with Slack using our platform by setting up triggers and actions between the two services, such as creating notifications in Slack for new tasks or updates in Autotask.

What are some popular triggers for Autotask when integrated with Slack?

Some popular triggers include a new task creation, task updates, and changes in project status within Autotask. These can initiate actions like sending alerts to specific Slack channels.

Can I customize the notifications sent to Slack from Autotask?

Yes, you can customize notifications by defining specific triggers and the details included in each message sent to your chosen Slack channels.

How do I set up an action to post messages in Slack from Autotask events?

You can set up actions that post messages to specific channels in Slack based on defined events, like updating a ticket or finishing a task in Autotask.

Is it possible to receive direct messages on Slack based on Autotask activities?

Yes, by configuring actions that send direct messages to users when certain activities occur in Autotask, such as task assignments or deadline changes.

Do I need any special permissions to connect Autotask with Slack?

You will need admin permissions on both platforms to authorize the integration and ensure that all necessary APIs are accessible for seamless communication between Autotask and Slack.

What kind of message formats are supported when posting from Autotask to Slack?

Our integration supports text-based messages including attachments and markdown formats, so you can include richly formatted content from your Autotask events into your Slack notifications.

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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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