Autotask Office 365 Integration using AI Agents
Appy Pie Automate allows you to Integrate Autotask with Office 365 using AI Agents
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Simplify Autotask Office 365 Integration with seamless setup
Easily set up Autotask Office 365 Integration without coding. Start automating your workflows and Integrate Autotask with Office 365 today.
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New Account
Triggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Contract
Trigger when a new contract created.
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New Expense
Trigger when a new New expense created.
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New Expense Reports
Trigger when a new New expense reports created
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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New or Setup Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Task
Triggers when a updated task is found.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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New Calendar
Triggers once you add a new calendar.
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New Contact
Triggers when a new contact is added to your account
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New Email
Triggers when a new e-mail is received in your inbox.
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New Event
Triggers when a new event is created in your calendar.
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Expense Report
Create Expense Report.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
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Create Contact
Creates a new contact.
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Create Event
Create an event in the calendar of your choice.
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Send Email
Send an email from your Outlook account.
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New Account
Triggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Contract
Trigger when a new contract created.
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New Expense
Trigger when a new New expense created.
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New Expense Reports
Trigger when a new New expense reports created
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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New or Setup Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Task
Triggers when a updated task is found.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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New Calendar
Triggers once you add a new calendar.
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New Contact
Triggers when a new contact is added to your account
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New Email
Triggers when a new e-mail is received in your inbox.
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New Event
Triggers when a new event is created in your calendar.
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Expense Report
Create Expense Report.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
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Create Contact
Creates a new contact.
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Create Event
Create an event in the calendar of your choice.
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Send Email
Send an email from your Outlook account.
How Autotask and Office 365 Integrations Work
Follow the steps below to start setting up your Autotask integrations using Appy Pie Automate: using Appy Pie Automate:
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![Steps]()
Step 1: Select Trigger
Choose Autotask as the trigger app, select event, authenticate & successfully Test
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![Steps]()
Step 2: Select Action
After completing the trigger test, select Office 365 as the action app from the list.
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![Steps]()
Step 3: Authenticate
Connect your Office 365 account & authenticate it.
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![Steps]()
Step 4: Setup & Test
Select the data you want to send from Autotask to Office 365 & your AI Agent is ready!
Popular Templates for Autotask and Office 365 Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Send Email in Office 365 when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Send Email
Create Event to Office 365 from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Event
Create Contact to Office 365 from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Contact
Send Email in Office 365 when New or Updated Contact is created in Autotask
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When this happens:
New or Updated Contact
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Then do this:
Send Email
Create Event to Office 365 from New or Updated Contact in Autotask
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When this happens:
New or Updated Contact
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Then do this:
Create Event
Create Contact to Office 365 from New or Updated Contact in Autotask
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When this happens:
New or Updated Contact
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Then do this:
Create Contact
Send Email in Office 365 when New Ticket is created in Autotask
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When this happens:
New Ticket
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Then do this:
Send Email
Create Event to Office 365 from New Ticket in Autotask
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When this happens:
New Ticket
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Then do this:
Create Event
Create Contact to Office 365 from New Ticket in Autotask
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When this happens:
New Ticket
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Then do this:
Create Contact
Send Email in Office 365 when Updated Account is added to Autotask
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When this happens:
Updated Account
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Then do this:
Send Email
Create Event from Office 365 from Updated Account to Autotask
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When this happens:
Updated Account
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Then do this:
Create Event
Create Contact from Office 365 from Updated Account to Autotask
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When this happens:
Updated Account
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Then do this:
Create Contact
Send Email in Office 365 when Updated Ticket is added to Autotask
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When this happens:
Updated Ticket
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Then do this:
Send Email
Create Event from Office 365 from Updated Ticket to Autotask
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When this happens:
Updated Ticket
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Then do this:
Create Event
Create Contact from Office 365 from Updated Ticket to Autotask
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When this happens:
Updated Ticket
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Then do this:
Create Contact
Send Email in Office 365 when New Project is created in Autotask
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When this happens:
New Project
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Then do this:
Send Email
Create Event to Office 365 from New Project in Autotask
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When this happens:
New Project
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Then do this:
Create Event
Create Contact to Office 365 from New Project in Autotask
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When this happens:
New Project
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Then do this:
Create Contact
Send Email in Office 365 when New or Updated Ticket Note is created in Autotask
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When this happens:
New or Updated Ticket Note
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Then do this:
Send Email
Create Event to Office 365 from New or Updated Ticket Note in Autotask
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When this happens:
New or Updated Ticket Note
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Then do this:
Create Event
Create Contact to Office 365 from New or Updated Ticket Note in Autotask
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When this happens:
New or Updated Ticket Note
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Then do this:
Create Contact
Send Email in Office 365 when New Time Entry is created in Autotask
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When this happens:
New Time Entry
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Then do this:
Send Email
Create Event to Office 365 from New Time Entry in Autotask
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When this happens:
New Time Entry
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Then do this:
Create Event
Create Contact to Office 365 from New Time Entry in Autotask
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When this happens:
New Time Entry
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Then do this:
Create Contact
Send Email in Office 365 when Updated Time Entry is added to Autotask
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When this happens:
Updated Time Entry
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Then do this:
Send Email
Create Event from Office 365 from Updated Time Entry to Autotask
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When this happens:
Updated Time Entry
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Then do this:
Create Event
Create Contact from Office 365 from Updated Time Entry to Autotask
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When this happens:
Updated Time Entry
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Then do this:
Create Contact
Send Email in Office 365 when New Configuration Item is created in Autotask
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When this happens:
New Configuration Item
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Then do this:
Send Email
Create Event to Office 365 from New Configuration Item in Autotask
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When this happens:
New Configuration Item
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Then do this:
Create Event
Create Contact to Office 365 from New Configuration Item in Autotask
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When this happens:
New Configuration Item
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Then do this:
Create Contact
Send Email in Office 365 when New Task is created in Autotask
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When this happens:
New Task
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Then do this:
Send Email
Create Event to Office 365 from New Task in Autotask
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When this happens:
New Task
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Then do this:
Create Event
Create Contact to Office 365 from New Task in Autotask
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When this happens:
New Task
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Then do this:
Create Contact
Send Email in Office 365 when Service Call is added to Autotask
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When this happens:
Service Call
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Then do this:
Send Email
Create Event from Office 365 from Service Call to Autotask
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When this happens:
Service Call
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Then do this:
Create Event
Create Contact from Office 365 from Service Call to Autotask
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When this happens:
Service Call
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Then do this:
Create Contact
Send Email in Office 365 when New Todos is created in Autotask
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When this happens:
New Todos
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Then do this:
Send Email
Create Event to Office 365 from New Todos in Autotask
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When this happens:
New Todos
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Then do this:
Create Event
Create Contact to Office 365 from New Todos in Autotask
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When this happens:
New Todos
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Then do this:
Create Contact
Send Email in Office 365 when New Appointment is created in Autotask
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When this happens:
New Appointment
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Then do this:
Send Email
Create Event to Office 365 from New Appointment in Autotask
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When this happens:
New Appointment
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Then do this:
Create Event
Create Contact to Office 365 from New Appointment in Autotask
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When this happens:
New Appointment
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Then do this:
Create Contact
Send Email in Office 365 when New Holiday is created in Autotask
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When this happens:
New Holiday
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Then do this:
Send Email
Create Event to Office 365 from New Holiday in Autotask
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When this happens:
New Holiday
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Then do this:
Create Event
Create Contact to Office 365 from New Holiday in Autotask
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When this happens:
New Holiday
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Then do this:
Create Contact
Send Email in Office 365 when New Opportunity is created in Autotask
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When this happens:
New Opportunity
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Then do this:
Send Email
Create Event to Office 365 from New Opportunity in Autotask
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When this happens:
New Opportunity
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Then do this:
Create Event
Create Contact to Office 365 from New Opportunity in Autotask
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When this happens:
New Opportunity
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Then do this:
Create Contact
Send Email in Office 365 when New Invoice is created in Autotask
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When this happens:
New Invoice
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Then do this:
Send Email
Create Event to Office 365 from New Invoice in Autotask
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When this happens:
New Invoice
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Then do this:
Create Event
Create Contact to Office 365 from New Invoice in Autotask
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When this happens:
New Invoice
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Then do this:
Create Contact
Send Email in Office 365 when New Item Or Service is created in Autotask
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When this happens:
New Item Or Service
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Then do this:
Send Email
Create Event to Office 365 from New Item Or Service in Autotask
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When this happens:
New Item Or Service
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Then do this:
Create Event
Create Contact to Office 365 from New Item Or Service in Autotask
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When this happens:
New Item Or Service
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Then do this:
Create Contact
Create Contact to Office 365 from New Contract in Autotask
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When this happens:
New Contract
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Then do this:
Create Contact
Create Event to Office 365 from New Contract in Autotask
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When this happens:
New Contract
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Then do this:
Create Event
Send Email in Office 365 when New Contract is created in Autotask
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When this happens:
New Contract
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Then do this:
Send Email
Create Contact from Office 365 from Updated Task to Autotask
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When this happens:
Updated Task
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Then do this:
Create Contact
Create Event from Office 365 from Updated Task to Autotask
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When this happens:
Updated Task
-
Then do this:
Create Event
Send Email in Office 365 when Updated Task is added to Autotask
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When this happens:
Updated Task
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Then do this:
Send Email
Streamline Your Workflow with Appy Pie Automation
Office 365 Alternatives
Looking for the Office 365 Alternatives? Here is the list of top Office 365 Alternatives
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![Gmail Integration]()
Gmail
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![Google Calendar Integration]()
Google Calendar
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![Zoho Mail Integration]()
Zoho Mail
-
![Dropbox Integration]()
Dropbox
-
![Google Docs Integration]()
Google Docs
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![Smartsheet Integration]()
Smartsheet
Frequently Asked Questions
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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.
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Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.
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The integration between Autotask and Office 365 is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Autotask and Office 365. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Autotask with Office 365, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Autotask-Office 365 integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Autotask and Office 365 integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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