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Autotask + Office 365 Integrations

Appy Pie Connect allows you to automate multiple workflows between Autotask and Office 365

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Office 365 Integrations
Office 365 Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best Autotask and Office 365 Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    Autotask New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • Autotask Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    Autotask New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • Autotask Slack

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    {{item.message}} Read More...
    When this happens...
    Autotask {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Autotask + Office 365 in easier way

It's easy to connect Autotask + Office 365 without coding knowledge. Start creating your own business flow.

    Triggers
  • 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 Holiday

    Triggers whenever a new holiday 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.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • 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 Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How Autotask & Office 365 Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Office 365 as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Office 365 with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and Office 365

Autotask is a CRM system mainly used in IT. Autotask helps customers manage their clients’ IT systems in one place. It offers a wide variety of tasks and functionalities which makes it easy for companies to manage their clients from anywhere. Autotask is used by many organizations around the world, however, most of its users are located in the United States.

Autotask and Office 365 are both great applications which can be integrated to offer added value to users. The integration of these two applications can help organizations manage their assets more effectively and efficiently. There are three main ways in which Autotask and Office 365 can be integrated.

  • Autotask and Exchange. Autotask can integrate with Microsoft Exchange, allowing users to access Autotask data directly from Outlook. This makes it easier to use Autotask functionality from within Outlook, and it also allows users to share information between them.
  • Autotask and SharePoint. SharePoint integration allows users to share information with colleagues or partners without having to leave the application. This helps ensure that everyone is using the same data at all times, which makes it easier to complete projects successfully.
  • Autotask and Lync. The Autotask plug-in for Lync makes it possible to set up video calls with clients or colleagues. This integration makes it much easier for users to communicate with each other, regardless of whether they’re working in the same location or not.

Office 365 and Autotask have been designed so that they can work together seamlessly. The integration of these two applications helps individuals and organizations save time and money by making it easier to get work done.

The process to integrate Autotask and Office 365 may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.