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.
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
It's easy to connect Autotask + SharePoint without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers whenever new item created in the list.
Triggers whenever new list created.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
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.