If you are an integrated Autotask and ZenContract client, you will see an Autotask logo in the top left of your screen above the menu bar.
Autotask integrates with ZenContract in three ways:
- Creating a new Contract and syncing with Autotask Opportunities to create a new Opportunity
- Creating a new Contract using Contact details that already exist in Autotask and link to an existing Opportunity
- Sending a new Contract using Contact details from Autotask and sync separately to Autotask at a later date
You can review the integrations by watching this video, or follow our step-by-step integration guide here.