Workflows for Autotask
React to Autotask events in real-time
Automate Your Reactions
When something changes in Autotask (a ticket is created, a company is updated, a contact is added), Workflows springs into action. Define rules that trigger automatically and execute complex multi-step processes in milliseconds.
With 35+ built-in actions, conditional logic, and the ability to call external APIs, you can automate almost anything in Autotask.
Key Features
Real-Time Triggers
Webhooks from Autotask trigger workflows instantly. No polling, no delays, just immediate automation.
35+ Actions
Query Autotask data, create records, send notifications, call APIs, and much more.
Conditional Logic
Use our expression builder to define when workflows should run and what actions to take.
Multi-Step Workflows
Chain actions together. Use the output of one action as input for the next.
External Integrations
Make HTTP requests to any API. Send Slack messages, update CRMs, trigger external systems.
Custom Scripts
Write JavaScript/TypeScript code that runs in a secure sandbox for complex data transformations.
Common Use Cases
Auto-Assignment
When a ticket is created in Autotask, automatically assign it to the right resource based on category, priority, or customer.
Escalation Notifications
When a ticket is updated to critical priority, instantly notify your team via Slack, email, or push notification.
Data Enrichment
When a company is created in Autotask, automatically look up additional information and populate custom fields.
Ready to automate your Autotask workflows?
Start your free trial and create your first workflow in minutes.