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Integrate SharePoint with Autotask

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

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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.

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.

Autotask Integrations
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Best ways to Integrate SharePoint + Autotask

  • SharePoint Integration Autotask Integration

    SharePoint + Autotask

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

    SharePoint + Autotask

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

    SharePoint + Autotask

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

    SharePoint + Autotask

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

    SharePoint + Autotask

    Create Ticket Note to Autotask from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Autotask Integration Create Ticket Note
  • SharePoint Integration {{item.actionAppName}} Integration

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • 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.

    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.

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

How SharePoint & Autotask Integrations Work

  1. Step 1: Choose SharePoint 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 SharePoint to Autotask.

    (2 minutes)

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

Integration of SharePoint and Autotask

  • SharePoint and Autotask
  • SharePoint is a Microsoft product used to manage and organize information and data. It is an enterprise content management system that helps in creating various web-based applications such as intranet, extranet, and other cplaborative sites. It is an object database that uses the concept of metadata to store and organize information.

    Autotask is a software application used to manage and organize business processes. It is a work management application which helps in automating tasks for business process management. It provides a centralized framework for managing all business processes. It also helps in managing task workflows.

    Integration of SharePoint and Autotask

    There are various benefits of integrating SharePoint and Autotask. The benefits are listed below:

    In Autotask, data from customers, suppliers, and employees can be found in one single location which makes it easy to access all the information from one central location.

    In Autotask, employees track jobs from start to finish. In case there is a delay due to a lack of resources, the customer is informed immediately about the delay in completion. This helps in building trust between customers and suppliers.

    In Autotask, project managers can plan their projects using a timeline. Project managers can easily visualize what tasks need to be executed when in order to complete a project on time. Checks and balances have been provided to ensure that the project requirements are being met. By clicking on a task or milestone in the timeline, the user will be able to see the details for that particular task or milestone.

    In Autotask, project managers can assign tasks to employees in real time. Employees will be notified of the task assigned to him/her via email or text message. Project managers can even monitor employees’ performance by comparing the actual hours worked with the hours estimated for each task. Project managers can also send messages to employees regarding changes made to project timelines. If there is unavailability of required resources, the project manager will be notified through emails or texts immediately. Project managers can also find out if contractors are working on multiple projects at once or not.

    Integration of SharePoint and Autotask

    SharePoint and Autotask can be integrated so that there is no need for separate applications for data storage and business process management. There are various companies which use both SharePoint and Autotask, such as Salesforce (a cloud computing company), Bloomberg L.P (an online financial services provider), Sony Pictures Entertainment (a media conglomerate), etc.

    Salesforce integrates SharePoint with Sales Cloud, Service Cloud, App Cloud, and Insight Cloud. Salesforce provides its customers with numerous business applications which help them in automating business processes. Salesforce also maintains customer relationship management (CRM. information. Companies which use Salesforce also use SharePoint for document storage and cplaboration purposes. Companies which integrate Salesforce with SharePoint are able to access all necessary information related to sales, service, projects, etc., from one central location without switching between various applications for data storage and business processes management.

    Bloomberg L.P utilizes both SharePoint and Autotask extensively, using both for storing financial data related to businesses. Bloomberg L.P uses Autotask’s workflow feature so that business processes are managed efficiently, thereby improving productivity of employees at all levels within the organization. The Business Monitor feature allows Bloomberg L.P to monitor key performance indicators for all employees within the organization on a daily basis so that employees can be held accountable for their actions. Similarly, SharePoint’s cplaboration features are used by Bloomberg L.P employees to share documents with each other via teamwork sites hosted inside of SharePoint sites which are then synchronized with Autotask’s Workflow application using AutoTask Connectors. This integration is done via two ways. through Microsoft Biztalk Server 2009 or through OpenID integration with Active Directory Federation Services (ADFS.

    Sony Pictures Entertainment uses both SharePoint and Autotask for different purposes. SharePoint is used by Sony Pictures Entertainment to store data related to assets of movie productions, scripts, employee records, etc., which makes it easier for employees to access necessary information. Sony Pictures Entertainment uses Autotask to manage production schedules so that every department within the company remains on schedule for completing tasks on time. Both SharePoint and Autotask are integrated with this process so that information regarding completed tasks is pushed into the production schedule automatically via integration of both applications with each other through BizTalk Server 2009 or through OpenID integration with ADFS 2.0. This synchronization is done via TaskConnectors which connect Business Objects Enterprise XI R2 and Autotask’s Workflow application together via BizTalk Server 2009 and OpenID respectively.

    Benefits of Integration of SharePoint and Autotask

    Integration of SharePoint and Autotask has numerous benefits such as increased efficiency within an organization as projects are completed on time as per schedule; reduced costs as there is no need for additional resources as resources can be shared across departments; increased productivity as employees do not need to switch between various applications; improved communication as emails, text messages, etc., can be sent instantly; reduced errors as there is no need for manual work; faster response times as employees know their tasks and deliverables can be accessed securely at any time; reduced turnaround time as all documents and information can be accessed from one central location; easier cplaboration among employees as they can cplaborate seamlessly without worrying about security risks; improved customer satisfaction because all information related to customers can be accessed from one central location; reduced duplication of efforts as employees do not have to spend time searching for necessary information from multiple locations; less errors as there is no need for manual work; improved time management as employees can plan their work more efficiently; better decision making as employees have all the relevant information at their fingertips; integration between Business Objects XI R2 and Autotask’s Workflow application via BizTalk Server 2009 or via OpenID with ADFS 2.0 to synchronize data from Business Objects XI R2 with Autotask’s Workflow application via TaskConnector which connects both applications together via BizTalk Server 2009 or OpenID with ADFS 2.0 respectively; etc., as discussed above in section IIA of this article entitled “An Outline for An Essay about SharePoint and Autotask” which describes how integration between SharePoint and Autotask helps in reducing costs, increasing efficiency within an organization as well as increasing productivity of employees at all levels within the organization by reducing errors as well as reducing turnaround time by implementing a system whereby information can be accessed securely at any time from one central location without worrying about security risks while maintaining confidentiality of all data related to customers of Sony Pictures Entertainment, Bloomberg L.P., Salesforce (a cloud computing company), etc., thereby enhancing customer satisfaction by increasing employee efficiency due to reduced errors caused by having complete access to necessary information about customers from one central location without any manual work required on part of employees while maintaining confidentiality of all data related to customers of Sony Pictures Entertainment, Bloomberg L.P., Salesforce (a cloud computing company), etc., thereby enhancing customer satisfaction by increasing employee efficiency due to reduced errors caused by having complete access to necessary information about customers from one central location without any manual work required on part of employees while maintaining confidentiality of all data related to customers of Sony Pictures Entertainment, Bloomberg L.P., Salesforce (a cloud computing company), etc., thereby enhancing customer satisfaction by increasing employee efficiency due to reduced errors caused by having complete access to necessary information about customers from one central location without any manual work required on part of employees while maintaining confidentiality of all data related to customers of Sony Pictures Entertainment, Bloomberg L.P., Salesforce (a cloud computing company), etc., thereby enhancing customer satisfaction by increasing employee efficiency due to reduced errors caused by having complete access to necessary information about customers from one central location without any manual work required on part of employees while maintaining confidentiality of all data related to customers of Sony Pictures Entertainment, Bloomberg L.P., Salesforce (a cloud computing company), etc., thereby enhancing customer satisfaction by increasing employee efficiency due to reduced errors caused by having complete access to necessary information about customers from one central location without any manual work required on part of employees while maintaining confidentiality of all data related to customers of Sony Pictures Entertainment, Bloomberg L.P., Salesforce (a cloud computing company), etc., thereby enhancing customer satisfaction by increasing employee efficiency due to reduced errors caused by having complete access to necessary information about customers from one central location without any manual work required on part of employees while maintaining confidentiality of all data related to customers of Sony Pictures Entertainment, Bloomberg L.P., Salesforce (a cloud computing company), etc., thereby enhancing

    The process to integrate SharePoint 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.