Triggers whenever a new or updated Contact is found.
New or Updated Ticket Note
Triggers when a ticket note is updated or created.
New or Setup Service Call
Trigger if a service call was created/setup
Updated Account
Triggers when an Account is updated.
Updated Task
Triggers when a updated task is found.
Updated Ticket
Triggers when a ticket is updated.
Updated Time Entry
Triggers when a Time Entry is updated.
New Meeting
Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
New Registrant
Triggers when a new registrant is added to a Webinar.
Create Account
Creates an account.
Create Appointment
Creates an appointment.
Create Contact
Creates a contact.
Create Expense Report
Create Expense Report.
Create Opportunity
Creates a opportunity.
Create Ticket
Creates a ticket.
Create Ticket Note
Creates a ticket note.
Create Time Entry
Creates a Time Entry.
Create ToDo
Creates a ToDo.
Update Account
Update an account.
Update Contact
Update a contact.
Update Opportunity
Updates an opportunity.
Update Ticket
Updates a ticket.
Create Meeting
Creates a new Zoom Meeting.
Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Create Meeting Registrant
Add a new meeting registrant.
Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
Create Registrant
Creates a new webinar registrant.
Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
New Account
Triggers whenever a new Account is added.
New Appointment
Triggers whenever a new appointments is added.
New Configuration Item
Triggers when a new Configuration Item is found.
New Contract
Trigger when a new contract created.
New Expense
Trigger when a new New expense created.
New Expense Reports
Trigger when a new New expense reports created
New Holiday
Triggers whenever a new holiday is added.
New Invoice
Triggers whenever a new invoice is added.
New Item Or Service
Triggers whenever a new item/service is added.
New Opportunity
Triggers whenever a new opportunity is added.
New Project
Triggers when a new Project is found.
New Task
Triggers when a new Task is found.
New Ticket
Triggers when a new Ticket is found.
New Time Entry
Triggers when a new Time Entry is found.
New Todos
Triggers whenever a new account todos is added.
New or Updated Contact
Triggers whenever a new or updated Contact is found.
New or Updated Ticket Note
Triggers when a ticket note is updated or created.
New or Setup Service Call
Trigger if a service call was created/setup
Updated Account
Triggers when an Account is updated.
Updated Task
Triggers when a updated task is found.
Updated Ticket
Triggers when a ticket is updated.
Updated Time Entry
Triggers when a Time Entry is updated.
New Meeting
Triggers when a new Meeting or Webinar is created.
New Meeting Created Instant
Triggers when new meeting created
New Participant Joined Meeting Instant
Triggers when new participant joined meeting
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
New Registrant
Triggers when a new registrant is added to a Webinar.
Create Account
Creates an account.
Create Appointment
Creates an appointment.
Create Contact
Creates a contact.
Create Expense Report
Create Expense Report.
Create Opportunity
Creates a opportunity.
Create Ticket
Creates a ticket.
Create Ticket Note
Creates a ticket note.
Create Time Entry
Creates a Time Entry.
Create ToDo
Creates a ToDo.
Update Account
Update an account.
Update Contact
Update a contact.
Update Opportunity
Updates an opportunity.
Update Ticket
Updates a ticket.
Create Meeting
Creates a new Zoom Meeting.
Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Create Meeting Registrant
Add a new meeting registrant.
Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
Create Registrant
Creates a new webinar registrant.
Get Past Meeting Participants
Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.
Connect Autotask and Zoom to eliminate manual meeting logging and boost team productivity
Automate the flow of meeting data between your CRM and video conferencing platform to keep your team aligned and your records accurate.
Overview
Summary
Connecting Autotask with Zoom through Autotask integrations transforms how service teams manage client interactions. Instead of manually entering meeting details into your CRM, this integration automatically captures attendance, duration, notes, and scheduling data—turning every Zoom call into a tracked, actionable record in Autotask. Whether you’re a MSP, IT firm, or professional services team, this seamless connection reduces admin overhead and ensures your client history stays up to date without lifting a finger.
Why integrate Autotask with Zoom?
Benefits
Manual entry of Zoom meetings into Autotask is not just tedious—it’s error-prone. Team members forget to log calls, misrecord durations, or skip adding key notes, leading to incomplete client profiles and inaccurate reporting. By automating this process, you ensure every interaction is captured consistently, giving managers real-time visibility into client engagement and helping reps prioritize follow-ups. Sales and support teams benefit from instant access to meeting context, while operations teams gain cleaner data for billing, SLA tracking, and performance analytics.
Use cases that actually matter
Real-world
Auto-log client meetings
Every time a scheduled Zoom meeting with a client ends, the integration automatically creates or updates a task in Autotask with the meeting title, duration, participants, and recording link—no manual input needed.
Sync Zoom recordings to Google Sheets
Use Autotask Google Sheets integrations to automatically save Zoom recording URLs and attendee lists into a centralized Google Sheet for compliance audits, training reviews, or internal reporting—without ever copying and pasting.
Trigger follow-up tasks from Zoom attendance
If a client joins a Zoom call but doesn’t complete a service ticket, the integration can auto-create a high-priority follow-up task in Autotask to ensure no opportunity slips through the cracks.
💡 Pro Tip: Add a custom field in Autotask called “Meeting Topic” and map it to the Zoom meeting subject—this makes filtering and reporting on client engagement types (e.g., “Onboarding,” “Troubleshooting”) incredibly easy.
Step-by-step setup
No code
Workflow
Start by connecting your Autotask account to Zoom using Autotask ConnectWise integrations, then select “Meeting Ended” as your trigger event.
Map Zoom fields like meeting ID, duration, host name, and recording URL to corresponding Autotask fields such as Task Description, Notes, or Custom Fields.
Enable the automation, test it with a sample meeting, then expand it to include filtering—like only logging meetings tagged with “Client” or “Billing” in Zoom.
Advanced automation ideas
Build a multi-step workflow that checks if a Zoom meeting was attended by a key decision-maker, then auto-creates a “Post-Meeting Action Plan” in Autotask with assigned tasks. You can also trigger a Slack notification to the account manager if a meeting exceeds 45 minutes, or sync attendee emails to a Mailchimp list for follow-up campaigns.
No-code setup
Enterprise-grade security
Automate in minutes
Scales with your team
✨ Did You Know? Teams that automate meeting logging see a 40% reduction in time spent on administrative tasks—and a 25% increase in client follow-up speed within the first month.
FAQs
Helpful
Do I need technical skills to set up this integration?
No technical skills are required. Our drag-and-drop builder lets you connect Autotask and Zoom in minutes—even if you’ve never used automation before. If you’ve used Google Sheets Zoom integrations before, you’ll find this process even more familiar: just pick your trigger, map your fields, and hit “Go.”
Can I customize which fields sync between Zoom and Autotask?
Absolutely. You can choose exactly which Zoom data to send to Autotask—like meeting topic, participant emails, start/end times, or recording links—and map them to any custom or standard fields in your Autotask workspace. You can also add filters so only meetings from specific clients or with certain labels trigger the automation.
What happens if the integration fails or data doesn’t sync?
Every automation run is logged with full details—successes, failures, and error messages. If a sync fails (e.g., due to a temporary API issue), the system automatically retries up to three times. You’ll also receive email alerts for critical failures, and you can view run history to audit or re-run any failed task with one click.
Is my data secure when syncing between Zoom and Autotask?
Yes. All data transfers are encrypted in transit and at rest using industry-standard TLS 1.2+ and AES-256 encryption. We never store your Zoom or Autotask login credentials—only OAuth tokens. Our platform is SOC 2 Type II certified and compliant with GDPR and CCPA, so your client data remains private and protected.
Built for reliability and privacy — automate smarter while staying in control.
Bringing it all together
Wrap-up
By syncing Autotask and Zoom, you turn fragmented communication into a unified workflow that saves time, reduces errors, and enhances client service. Whether you’re logging meetings, triggering follow-ups, or sharing recordings, automation keeps your team focused on what matters—delivering value. And when you’re ready to expand further, you can connect Zoom to Microsoft Teams via Microsoft Teams Zoom integrations to unify your entire communication ecosystem under one automated umbrella.
Build your first Autotask–Zoom automation
Set up your first workflow in under 5 minutes — no code required.
