Connect SimpleKPI to Autotask and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

How Zapier works

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

Select a trigger from SimpleKPI

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Autotask

An action is what takes place after the automation is triggered. For example, with Autotask, the action could be "Create Company."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SimpleKPI to Autotask

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect SimpleKPI and Autotask 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.

An illustration representing how to automate lead management with Zapier.

Connect SimpleKPI and Autotask to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- User's email
  Required
- KPI Unique ID
  Required
- Entry Date
  Required
- Actual Value
- Target Value
- Notes
- Update Actual Value
- Update Target Value
- Update Notes
Action
Write
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It

- Opportunity
Trigger
Scheduled
Try It
New Task
Triggers when a new Task is found.
Trigger
Scheduled
Try It

New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
Try It
- Help_text
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- Contract ID
- First Name
- Last Name
- User's email
  Required
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- Quote
  Required
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search

- User's email
  Required
- KPI Unique ID
  Required
- Entry Date
  Required
- Actual Value
Action
Write
- Company
- Assigned To Resource ID
Trigger
Scheduled
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
Scheduled
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
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
Scheduled
Try It
- Project
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
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

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

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