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Autotask + Microsoft Excel Integrations

Appy Pie Connect allows you to automate multiple workflows between Autotask and Microsoft Excel

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best ways to Integrate Autotask + Microsoft Excel

  • Autotask Microsoft Excel

    Autotask + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Autotask Microsoft Excel

    Autotask + Microsoft Excel

    Add Row to Table in Microsoft Excel when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Autotask Microsoft Excel

    Autotask + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Ticket is created in Autotask Read More...
    Close
    When this happens...
    Autotask New Ticket
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Autotask Microsoft Excel

    Autotask + Microsoft Excel

    Add Row to Table in Microsoft Excel when Updated Account is added to Autotask Read More...
    Close
    When this happens...
    Autotask Updated Account
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Autotask Microsoft Excel

    Autotask + Microsoft Excel

    Add Row to Table in Microsoft Excel when Updated Ticket is added to Autotask Read More...
    Close
    When this happens...
    Autotask Updated Ticket
     
    Then do this...
    Microsoft Excel Add Row to Table
  • Autotask {{item.actionAppName}}

    Autotask + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Autotask + Microsoft Excel in easier way

It's easy to connect Autotask + Microsoft Excel 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 Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service 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 Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    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.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Autotask & Microsoft Excel Integrations Work

  1. Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Autotask to Microsoft Excel.

    (2 minutes)

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

Integration of Autotask and Microsoft Excel

  • Autotask is a well organized and well-managed system that helps to streamline the work of an individual. It has been designed in such a manner that it can be used by multiple people at a time. It is not only one of the most popular systems but also the most effective. Autotask has been designed in such a way that it cannot be compared with any other similar systems like Salesforce, Zoho, SugarCRM, and Microsoft Dynamics.
  • Microsoft Excel is a very popular program in the world of computers and many people use it for their work. If you are a businessman or a businesswoman then you must have heard this name. It is a spreadsheet application developed by Microsoft for Windows, Mac OS X, Microsoft Excel 2000 and later versions. This application was first released as Multiplan in 1985 which was subsequently renamed to Microsoft Excel. In the year 1987, it was launched as a standalone package under its current name.
  • Integration of Autotask and Microsoft Excel is a very simple process. When we are talking about the integration of Autotask and Microsoft Excel then we mean that Autotask can be integrated with Microsoft Excel in such a way that end users can manipulate data from Autotask to Microsoft Excel. For this purpose there is a specific procedure through which we can integrate these two applications and get the desired results.
  • The benefits of the integration of Autotask and Microsoft Excel include:
    • Easy Data Sharing

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