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Autotask + SharePoint Integrations

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

  • 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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate Autotask + SharePoint

  • Autotask Autotask

    SharePoint + Autotask

    Create Account to Autotask from New List in SharePoint Read More...
    Close
    When this happens...
    Autotask New List
     
    Then do this...
    Autotask Create Account
  • Autotask Autotask

    SharePoint + Autotask

    Create Ticket to Autotask from New List in SharePoint Read More...
    Close
    When this happens...
    Autotask New List
     
    Then do this...
    Autotask Create Ticket
  • Autotask Autotask

    SharePoint + Autotask

    Create Time Entry to Autotask from New List in SharePoint Read More...
    Close
    When this happens...
    Autotask New List
     
    Then do this...
    Autotask Create Time Entry
  • Autotask Autotask

    SharePoint + Autotask

    Create Contact to Autotask from New List in SharePoint Read More...
    Close
    When this happens...
    Autotask New List
     
    Then do this...
    Autotask Create Contact
  • Autotask Autotask

    SharePoint + Autotask

    Create Ticket Note to Autotask from New List in SharePoint Read More...
    Close
    When this happens...
    Autotask New List
     
    Then do this...
    Autotask Create Ticket Note
  • 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 + SharePoint in easier way

It's easy to connect Autotask + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    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.

How Autotask & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Autotask and SharePoint

Autotask is an automation platform that allows the user to automate business processes. It incorporates several modules including. CRM, project management, and email marketing.Autotask is a cloud-based application that provides a unified system for managing all aspects of a business. Autotask integrates with hundreds of applications and has more than 5 million customers worldwide.The acquisition of Autotask by ConnectWise in 2017 means that it is now included as part of the ConnectWise IT service management platform.

SharePoint is an enterprise content management system developed by Microsoft. Its main features are the ability to share and organize information, alongside the functionality to create and modify webpages. SharePoint is based on the Microsoft Windows operating system.Microsoft SharePoint Server is a server-based software product that allows users to store, manage, and share data. SharePoint was initially released in 2001 by Microsoft as a collaboration platform for building intranets, but has since been extended to support extranets and public internet websites.

After the integration of Autotask with SharePoint, there are numerous benefits to be acquired. When the two systems are integrated, Autotask's module for project management can be used to track issues, events, tasks, and other items related to the project. Changes made in Autotask's CRM module can then be reflected in SharePoint via the Integration between the two platforms. The use of both applications improves the efficiency of businesses, as all information relating to projects is centralized in one location. Instead of using separate sources of information for each project, information is accessed through one platform.Autotask also improves the tracking and reporting functions of SharePoint. Notifications are sent to Autotask when changes occur, which can be used to report changes to project members or stakeholders.

Businesses can therefore benefit from a more efficient workflow when using Autotask and SharePoint together.

The process to integrate Autotask and SharePoint 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.