Send a Slack channel message when a new contact appears in Autotask

First, we need to connect Autotask and Slack to Zapier.

• 

  Create Zapier account.

  Create Zapier account if you don't have one.

• 

  Connect Autotask to Zapier.

  Give Zapier access to your Autotask account, using Autotask credentials.

• 

  Connect Slack to Zapier.

  Give Zapier access to your Slack account, using Slack credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• 

  Set up a Trigger action for Autotask

  Choose the following trigger: New Contact (Triggers when a new contact is found. **Note:** This trigger requires webhook creation permissions. See [here](https://qadev.autotask.net/help/DeveloperHelp/Content/APIs/Webhooks/WEBHOOKS.htm?cshid=1001) on how to enable for your Zapier integration user.).

• 

  Then set up an Action for Slack

  Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between Autotask and Slack.

• 

  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Send a Slack channel message when a new contact appears in Autotask!