Arrow pointing right

Connect Autotask to Formidable like Magic

How to Use Magical to Transfer Data from Autotask to Formidable
Install Magical
Connect your apps with ease

Transfer Data from Autotask to Formidable: A Step-by-Step Guide

With Magical, you can transfer data from Autotask to Formidable in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Autotask to Formidable, helping you streamline your workflow and optimize your data management processes.

Get Magical for Free

More Autotask integrations with Magical

No items found.

What Autotask data can you transfer

Magical enables you to transfer a wide array of data from Autotask to Formidable. Here are some examples of the information you can extract:

Contact Name
Account Name
And move more types of information by creating your own custom labels.

How to Transfer data from Autotask to Formidable using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Autotask to Formidable for more efficient data management. Follow these steps:

  1. Sign in to your Autotask account and open the task containing the data you want to transfer, such as task details and due dates.
  2. In Autotask, label the information you want to transfer with Magical, like Task Name, Task Description, or Due Date.
  3. Sign in to your Formidable account and open the form where you want to add the Autotask data.
  4. Type "//" in an empty field and select the information you want to transfer from Autotask such as Task Name, Due Date, etc.
  5. The next time you fill out a form, Magical will automatically transfer all the fields into the form with one click.

About Autotask and Formidable

Efficient data management is crucial to maintaining a smooth workflow. Autotask is a powerful task management platform and Formidable is a robust form builder solution. Combining the capabilities of these two platforms can significantly enhance your data management efforts. By leveraging Magical, you can easily move information from Autotask to Formidable, allowing you to focus on completing tasks and improving productivity.

Other ways to connect Autotask and Formidable

Using Zapier

Zapier provides a seamless connection between Autotask and Formidable, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Autotask and Formidable is by directly utilizing their APIs. By integrating both APIs, you empower teams with real-time task insights, fostering improved communication and a superior workflow experience. To employ this method, refer to their respective API documentation.

Have an integration in mind?

We can connect ANY app. We'll show you how in 15 mins, and if not, we'll give you $100 for your time.
Book a time

Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Autotask and transfer data directly to Formidable. The extension is designed to simplify the process of data collection by automating the extraction of information from Autotask. Magical is free, easy to use, and it can save you a lot of time and effort.


To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

Ready to save time with Magical?

Add to Chrome – it's free
Chrome Store · 4.6 stars · 2,620+ reviews