Integrate Autotask with Microsoft Teams

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

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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 Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Want to explore Autotask + Microsoft Teams quick connects for faster integration? Here’s our list of the best Autotask + Microsoft Teams quick connects.

Explore quick connects

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Connect Autotask + Microsoft Teams in easier way

It's easy to connect Autotask + Microsoft Teams 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.

  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • 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 Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

How Autotask & Microsoft Teams 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 Teams 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 Teams.

    (2 minutes)

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

Integration of Autotask and Microsoft Teams

Autotask is a cloud-based service that allows users to manage, track and invoice for work completed by outside vendors. The tool also provides agencies with a way to communicate with clients. In addition, the Autotask API can be used by developers to create custom integrations with other tools, which has led to broad adoption of the platform among agencies and software developers.

Microsoft Teams is a team collaboration and chat tool developed by Microsoft as part of its Office 365 suite. The application combines persistent chat, voice calls, video calls and web conferencing in one interface. Users can create different channels for different topics. Microsoft Teams is designed to integrate with the company's other products such as Sharepoint, OneDrive and Microsoft Planner.

Autotask offers a comprehensive set of tools for any agency or business that needs to manage their vendors, clients and projects. However, due to the complexity of the offering, it is commonly agreed that Autotask is more fit for larger enterprises that have the resources to implement and use its features. On the other hand, many small agencies and businesses rely on their internal staff to manage everything from invoicing to project management, which can be inefficient and time-consuming. Microsoft Teams aims to solve this problem by offering a simple way to incorporate multiple tools in a single workspace and make them available at the touch of a button.

Integration of Autotask and Microsoft Teams

Microsoft Teams is currently integrated with several popular services including Box, Dropbox and Trello. In the future, Microsoft promises to add more service providers, as it expands the integration capabilities of Microsoft Teams. Furthermore, Microsoft has recently announced that “Microsoft Teams will generally be available in 181 markets and 15 languages within 155 countries” (Microsoft Teams. This means that more unified communications services will be available for customers worldwide. It will also be easier for businesses that are already using Office 365.

Benefits of Integration of Autotask and Microsoft Teams

Autotask will continue to provide services for those companies that need an all-in-one solution. While integration with Microsoft Teams will make it easier for smaller businesses to manage their tasks with minimal setup time. Microsoft Teams will also provide them with access to the latest communication features at no additional cost and allow them to concentrate on what they do best – generate business leads.

The process to integrate Autotask and Microsoft Teams 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm