Connect Autotask to Recruit CRM

Both apps 128Autotask 44Recruit CRM 84

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Configuration Item

  Triggers when a new configuration item is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New or Updated Ticket Note

  Triggers when a ticket note is created or updated.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Quote

  Triggers when a new quote is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Company

  Triggers when a company is updated.

• Trigger
  Updated Company "To Do" Event

  Triggers when an existing company to-do is updated.

• Trigger
  Updated Configuration Item

  Triggers when a configuration item is updated.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is updated.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Quote

  Triggers when a quote is updated.

• Trigger
  Updated Service Call

  Triggers when an existing service call is updated.

• Trigger
  Updated Ticket

  Triggers when an existing ticket is updated.

• Action
  Create Company

  Creates a company and returns its ID.

• Action
  Create Company To-Do

  Creates a to-do for a company and returns its ID.

• Action
  Create Contact

  Creates a contact under a company and returns its ID.

• Action
  Create Expense Report

  Creates an expense report and returns its ID.

• Action
  Create Opportunity

  Creates an opportunity and returns its ID.

• Action
  Create Quote

  Creates a quote and returns its ID.

• Action
  Create Task

  Creates a task in a project and returns its ID.

• Action
  Create Ticket

  Creates a ticket for a company and returns its ID.

• Action
  Create Ticket Note

  Adds a note to a ticket and returns its ID.

• Action
  Create Time Entry

  Creates a time entry against a ticket or task and returns its ID.

• Action
  Find Company

  Finds companies by ID, name or phone.

• Action
  Find Contact

  Finds contacts by ID, email, name or company.

• Action
  Find Contract

  Finds contracts by ID, company or name.

• Action
  Find Country

  Finds countries by ID, code or name.

• Action
  Find Currency

  Finds currencies by ID or code.

• Action
  Find Opportunity

  Finds opportunities by ID, company or title.

• Action
  Find Quote

  Finds quotes by ID, company, opportunity or name.

• Action
  Find Resource

  Finds resources (users) by ID, email, username or last name.

• Action
  Find Ticket

  Finds tickets by ID, ticket number, company or title.

• Action
  Update Company

  Updates the fields you supply on an existing company.

• Action
  Update Contact

  Updates the fields you supply on an existing contact.

• Action
  Update Opportunity

  Updates the fields you supply on an existing opportunity.

• Action
  Update Quote

  Updates the fields you supply on an existing quote.

• Action
  Update Task

  Updates the fields you supply on an existing project task.

• Action
  Update Ticket

  Updates the fields you supply on an existing ticket.

• Action
  Add Call Log

  Add a new call log.

• Action
  Add Candidate

  Add a new Candidate.

• Action
  Add Company

  Add a new Company.

• Action
  Add Contact

  Add a new contact.

• Action
  Add Deal

  Add a new deal.

• Action
  Add Hotlist

  Add a new hotlist.

• Action
  Add Invoice

  Add a new invoice.

• Action
  Add Job

  Add a new job.

• Action
  Add Meeting

  Add a new Meeting.

• Action
  Add Note

  Add a new note.

• Action
  Add Task

  Add a new Task.

• Action
  Add to Hotlist

  Adds new record to a hotlist.

• Action
  Apply Candidate to Job

  Applies a candidate to a job.

• Action
  Assign Candidate

  Assign a candidate to a job.

• Action
  Candidate Email Opt Out

  Opt-in or Opt-out candidate from email

• Action
  Contact Email Opt Out

  Opt-in or Opt-out contact from email

• Action
  Delete Call Log

  Deletes a call log by ID.

• Action
  Delete Candidate

  Deletes a candidate by slug.

• Action
  Delete Company

  Deletes a company by slug.

• Action
  Delete Contact

  Deletes a contact by slug.

• Action
  Delete Deal

  Deletes a deal by slug.

• Action
  Delete Hotlist

  Deletes a hotlist by ID.

• Action
  Delete Invoice

  Deletes an invoice by ID.

• Action
  Delete Job

  Deletes a job by slug.

• Action
  Delete Meeting

  Deletes a meeting by ID.

• Action
  Delete Note

  Deletes a note by ID.

• Action
  Delete Placement

  Deletes a placement by ID.

• Action
  Delete Task

  Deletes a task by ID.

• Action
  Enroll Candidate in Sequence

  Enroll Candidate in Sequence

• Action
  Enroll Contact in Sequence

  Enroll Contact in Sequence

• Action
  Find Call Logs

  Finds a call log based on related entity, call date and call updated date.

• Action
  Find Candidates

  Finds a candidates based on first name, last name, email, Linkedin profile, contact number, state, country, candidate created date, candidate updated date, owner id, owner name and owner email.

• Action
  Find Companies

  Finds a company based on company name, company created date, company updated date owner id, owner name and owner email.

• Action
  Find Contacts

  Finds a contact based on first name, last name, email, Linkedin , contact number, companyslug, contact created date, contact updated date, owner id, owner name, owner email.

• Action
  Find Deals

  Finds a deal based on deal name, deal stage, company name, company slug, contact name, contact slug, candidate name, candidate slug, job name, job slug, owner name, deal closing date, deal added date, deal updated date, owner id and owner email.

• Action
  Find Enrollment Details

  Finds an enrollment based on enrollment ID, sequence ID, prospect slug, enrollment status

• Action
  Find Hotlists

  Finds a hotlist based on related entity, hotlist name and hotlist shared status.

• Action
  Find Invoices

  Finds invoices by issue date, due date, invoice ID, status, created by, and associated entity slugs (contact, candidate, job, deal, company).

• Action
  Find Jobs

  Finds a job based on job title, company name, job created date, job updated date, owner id, owner name and owner email.

• Action
  Find Meetings

  Finds a meeting based on meeting title, related entity, meeting date, meeting created date, meeting updated date, owner id, owner name and owner email.

• Action
  Find Notes

  Finds a note based on related entity, note added date and note updated date.

• Action
  Find Placements

  Find placements by Placement ID, candidate, company, job, deal, contact, created date range, or created by user.

• Action
  Find Tasks

  Finds a task based on task title, related entity, task date, task created date, task updated date, owner id, owner name and owner email.

• Action
  Get Call Log

  Returns one call log by ID.

• Action
  Get Candidate

  Returns one candidate by slug.

• Action
  Get Company

  Returns one company by slug.

• Action
  Get Contact

  Returns one contact by slug.

• Action
  Get Deal

  Returns one deal by slug.

• Action
  Get Hotlist

  Returns one hotlist by ID.

• Action
  Get Invoice by ID

  Gets a single invoice by ID.

• Action
  Get Job

  Returns one job by slug.

• Action
  Get Meeting

  Returns one meeting by ID.

• Action
  Get Note

  Returns one note by ID.

• Action
  Get Placement

  Returns one placement by ID.

• Action
  Get Task

  Returns one task by ID.

• Action
  List Users

  Returns all users in the Recruit CRM account.

• Action
  Mark Candidates as Available

  Mark Candidates as Available

• Action
  Mark Candidates as Off Limit

  Mark Candidates as Off Limit with reason

• Action
  Mark Companies as Available

  Mark Companies as Available

• Action
  Mark Companies as Off Limit

  Mark Companies as Off Limit with reason

• Action
  Mark Contacts as Available

  Mark Contacts as Available

• Action
  Mark Contacts as Off Limit

  Mark Contacts as Off Limit with reason

• Action
  Pitch Candidate to Contact

  Pitches a candidate to a contact.

• Action
  Remove from Hotlist

  Removes records from a hotlist.

• Action
  Unassign Candidate

  unassign a candidate from the job.

• Action
  Unenroll Candidate From Sequence

  Unenroll Candidate From Sequence

• Action
  Unenroll Contact From Sequence

  Unenroll Contact From Sequence

• Action
  Update Call Log

  Updates a call log.

• Action
  Update Candidate

  Updates a candidate.

• Action
  Update Candidate Hiring Stage

  Update the candidate's hiring stage for a job. Optionally enable 'Create Placement' to also create a placement for this candidate-job.

• Action
  Update Candidate Name

  Updates a candidate's first and last name in Recruit CRM.

• Action
  Update Candidate Visibility

  Update the candidate's visibility in a job.

• Action
  Update Company

  Updates a company.

• Action
  Update Contact

  Updates a contact.

• Action
  Update Deal

  Updates a deal.

• Action
  Update Hotlist

  Updates a hotlist.

• Action
  Update Invoice

  Updates an existing invoice.

• Action
  Update Job

  Updates a job.

• Action
  Update Meeting

  Updates a meeting.

• Action
  Update Note

  Updates a note.

• Action
  Update Pitch Stage

  Updates the pitch stage of a candidate pitched to a contact.

• Action
  Update Placement

  Updates an existing placement.

• Action
  Update Task

  Updates a task.

• Action
  Upload File to Files Section

  Uploads file to file section of an entity

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.