Integrate Autotask with Microsoft Exchange

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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 Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

Microsoft Exchange Integrations
Microsoft Exchange Alternatives

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

  • Gmail Integration Gmail
  • Zoho Mail Integration Zoho Mail

Best Autotask and Microsoft Exchange Integrations

  • Autotask Integration Microsoft Exchange Integration

    Autotask + Microsoft Exchange

    Create Event to Microsoft Exchange from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Autotask Integration Microsoft Exchange Integration

    Autotask + Microsoft Exchange

    Create Event to Microsoft Exchange from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New or Updated Contact
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Autotask Integration Microsoft Exchange Integration

    Autotask + Microsoft Exchange

    Create Event to Microsoft Exchange from New Ticket in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Ticket
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Autotask Integration Microsoft Exchange Integration

    Autotask + Microsoft Exchange

    Create Event from Microsoft Exchange from Updated Account to Autotask Read More...
    Close
    When this happens...
    Autotask Integration Updated Account
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Autotask Integration Microsoft Exchange Integration

    Autotask + Microsoft Exchange

    Create Event from Microsoft Exchange from Updated Ticket to Autotask Read More...
    Close
    When this happens...
    Autotask Integration Updated Ticket
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Autotask Integration {{item.actionAppName}} Integration

    Autotask + {{item.actionAppName}}

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

It's easy to connect Autotask + Microsoft Exchange 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 Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

    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 Event

    Create Event

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Autotask & Microsoft Exchange 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 Exchange 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 Exchange.

    (2 minutes)

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

Integration of Autotask and Microsoft Exchange

The way in which we do business is changing. Technology has had a huge impact on the way in which businesses are run. To be successful in today’s market, businesses need to be able to communicate effectively and efficiently with their customers and vendors. One way in which businesses can do this is through the use of ERP (Enterprise Resource Planning. software.

Autotask Corporation, founded in 1994 by Bill Coleman, is the leader in cloud-based practice management software that enables organizations to automate critical business processes and deliver consistent client service. With Autotask, companies can launch and grow their businesses by making better use of their existing resources and team members.

Autotask Corporation is the worldwide leader in cloud-based practice management software for professional services firms. In business since 1994, Autotask delivers solutions that enable professional services firms to manage their entire business more effectively so they can focus on what they do best—providing superior customer experience. Autotask offers its software as a SaaS solution through its secure, reliable hosted environment and provides support from expert account executives located around the world.

Founded in 1986, Microsoft is the worldwide leader in software, services, devices and solutions that help people and businesses realize their full potential.

Microsoft Exchange Server is a server application designed to coordinate communications within an organization. The primary purpose of Microsoft Exchange Server is to store, organize and deliver e-mail messages on behalf of all users on a network. Users can access their mailboxes using a web browser or email application. Additional functions include the ability to store calendar, contact information and tasks, as well as providing collaborative tools for group projects.

Microsoft Exchange and Autotask integration allows Autotask users to synchronize, share data and communicate with Microsoft Exchange contacts. The Autotask and Microsoft Exchange integration supports automatic synchronization of contact data between both systems, enabling Autotask users to have access to a single version of a contact’s most up-to-date information across both systems. This eliminates the need for users to maintain duplicate contacts in two separate systems.

When using the Autotask and Microsoft Exchange integration, Autotask users can select a Microsoft Exchange account in the Contact Manager window without having to enter any additional user information; this simplifies the process of adding an external contact to Autotask. When an existing contact is updated in Microsoft Exchange, the Autotask contact record is automatically updated with the new information. Additionally, when users create a new contact using Outlook, Autotask will automatically create a new contact with matching information in Autotask.

Another benefit of integrating Autotask and Microsoft Exchange is the ability for Autotask users to share calendars with Microsoft Exchange contacts. By sharing calendars between Autotask and Microsoft Exchange, customers can view multiple schedules at once. This allows customers to plan meetings with other Autotask users more efficiently by seeing their schedules at one time. Sharing calendars between Autotask and Microsoft Exchange requires only that users create an appointment using Outlook first, then share the appointment using Autotask.

Autotask and Microsoft Exchange integration reduces redundant data entry by allowing Autotask users to access a single version of a contact’s most up-to-date information across both systems. This integration also simplifies the process of adding external contacts to Autotask, enabling customers to expand their reach while increasing productivity.

The process to integrate Autotask and Microsoft Exchange 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.