Integrate OneDrive with Autotask

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

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About OneDrive

Microsoft OneDrive backs up, protects, syncs, and makes your photographs and data accessible across all of your devices.

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.

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

Explore quick connects

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Connect OneDrive + Autotask in easier way

It's easy to connect OneDrive + Autotask without coding knowledge. Start creating your own business flow.

  • Triggers
  • New File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

  • 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 Contract

    Trigger when a new contract created.

  • 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.

  • Actions
  • Create Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

  • 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 OneDrive & Autotask Integrations Work

  1. Step 1: Choose OneDrive 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 Autotask 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 OneDrive to Autotask.

    (2 minutes)

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

Integration of OneDrive and Autotask


OneDrive is a cloud-based storage service operated by Microsoft. It allows users to store files and fpders in the cloud so that they can be accessed from various devices, share them with other people, or edit them online. You can also access documents in your OneDrive even when you are offline.

OneDrive is available on Windows Phone, Windows, iOS, Android, Mac OS X, and the web.


Autotask Corporation is a third-party help desk software application which is used by small and medium-sized businesses (SMBs. for managing customer relationships. The software also tracks tasks, monitors incidents, and records messages between an organization and its customers. The name Autotask came from “Auto” because it automatically manages the business processes of the SMBs, and “task” which refers to the work performed by the users.

Integration of OneDrive and Autotask

Integration of OneDrive and Autotask will provide benefits to both users and organizations. The integration will allow users to modify their data stored in OneDrive directly from the Autotask dashboard interface. They can create, edit, move, copy, rename files or fpders in their OneDrive account through Autotask Dashboard. The integration will also allow organizations to filter the files in their OneDrive account directly from the Autotask dashboard interface.

Benefits of Integration of OneDrive and Autotask

For users, the integration of OneDrive and Autotask will be beneficial to them because they can manage their files more effectively. Since they are allowed to create, edit, move, copy, rename files or fpders in their OneDrive account through Autotask dashboard interface, they can work on multiple projects simultaneously without having to download the file to their local hard drive and access it again later. They can now access and edit files without downloading them first. Through Autotask Dashboard, users can sync their files through their local computer and mobile device whenever they want to access them. If there are any changes made to any file in OneDrive, those changes will be reflected in all connected computers and mobile devices. Another benefit is that updates such as comments and feedbacks will be synced as well via Autotask Dashboard. This way, users will not need to go back to the fpder where the original document is located to make any changes; they can easily make those changes from anywhere they are. Users can also keep track of all files and fpders in their OneDrive account through Autotask Dashboard. For organizations, the integration of OneDrive and Autotask will benefit them because they can save time and money for improving their efficiency. Organizations can now filter the files in their OneDrive account directly from the Autotask dashboard interface. They no longer need to log into their accounts separately just to check if there are any new files that need to be added into the system. They can now do this easily by searching for those files directly from Autotask Dashboard using keywords such as filenames or authors’ names. This way, work processes will be more efficient since time will not be wasted looking for different files separately. Also, organizations can now track all files and fpders in their OneDrive account through Autotask Dashboard.

The process to integrate OneDrive and Autotask 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm