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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Attach a File to a Record" in ServiceNow.

You’re connected!

Zapier seamlessly connects Autotask and ServiceNow, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Autotask + ServiceNow integrations

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

How do I set up the integration between Autotask and ServiceNow?

Setting up the integration involves using our platform to connect both applications. You will need the API access details for both Autotask and ServiceNow. Once connected, you can start creating workflows where triggers in one application lead to actions in the other.

What are some common triggers for Autotask in this integration?

Common triggers for Autotask include new or updated contacts, projects, tickets, or opportunities. These can initiate workflows in ServiceNow, such as creating tasks or incidents.

What actions can be performed in ServiceNow through this integration?

Once a trigger is activated in Autotask, our platform can perform various actions in ServiceNow such as creating incidents, updating records, and opening new cases. These actions help maintain data consistency across both platforms.

Is it possible to customize the conditions under which an action is triggered?

Yes, you can customize conditions using filters and paths within our platform. This allows you to specify precisely when an action should be triggered based on specific criteria within Autotask or ServiceNow.

How does error handling work within this integration?

Our error handling features allow you to receive notifications if any issues occur with the triggers or actions during data exchange. This ensures prompt attention and reduces downtime.

Can I integrate more than one trigger from Autotask with a single action in ServiceNow?

Yes, our platform supports combining multiple triggers into a single workflow that can execute one specific action in ServiceNow. This offers flexibility in managing how different events impact your operations.

Do I need technical expertise to manage the integration?

While some technical knowledge of API usage is helpful, our user-friendly interface is designed to guide you through setup and management without deep technical expertise. However, advanced customizations may require more technical insight.

Connect Autotask and ServiceNow to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
- Opportunity
Trigger
Polling
Try It

New Task
Triggers when a new Task is found.
Trigger
Polling
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
Try It

- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
Action
Write
- Company
Action
Write
- Opportunity
Action
Write
- Task
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- Contract ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- Quote
  Required
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search
- Table
  Required
Trigger
Polling
Try It
- File
  Required
- Table
  Required
Action
Write
- Table
  Required
Action
Write
- Filename
  Required
Action
Search
- Table
  Required
Action
Search or write

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
Action
Write
- Project
  Required
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Contract ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company
Action
Search or write
- Table
  Required
Trigger
Polling
Try It
- Table
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Table
  Required
Action
Search

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

HelpHelp

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About ServiceNow

ServiceNow specializes in IT services management (ITSM), IT operations management (ITOM) and IT business management (ITBM).

HelpHelp

Related categories

Developer Tools

Connect Autotask and ServiceNow to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Autotask + ServiceNow integrations

Connect Autotask and ServiceNow to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Connect Autotask to ServiceNow on the world's largest no-code automation platform