Connect Autotask and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect Autotask to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Autotask with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from Autotask.
Add your action
An action happens after the trigger—such as "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Autotask and Microsoft Office 365, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Help_text
Try ItTriggerInstant- Help_text
Try ItTriggerInstant- New Invoice
Triggers when a new invoice is found.
Try ItTriggerPolling - Company
Try ItTriggerPolling
- Company
- Assigned To Resource ID
Try ItTriggerPolling- New Contact
Triggers when a new contact is found.
Try ItTriggerInstant - Help_text
Try ItTriggerInstant- New Project
Triggers when a new Project is found.
Try ItTriggerPolling
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Connect Autotask and Microsoft Office 365 to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Provide world-class support with a little help from automation
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Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Autotask + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Microsoft Office 365
How do I connect Autotask with Microsoft Office 365?
To connect Autotask with Microsoft Office 365, you need to create a new integration in your integration platform, select Autotask and Microsoft Office 365 as the apps to connect, authenticate both accounts, and then set up the desired triggers and actions, such as creating or updating tasks or calendar events.
What types of triggers are available for Autotask when integrating with Microsoft Office 365?
When integrating Autotask with Microsoft Office 365, available triggers can include new task creation, task updates in Autotask, or changes in help desk tickets. These can then initiate actions in Office 365 like sending emails or creating calendar events.
Can I sync my Autotask calendar with Outlook in Office 365?
Yes, you can sync your Autotask calendar with Outlook by setting up an integration that uses triggers such as 'new event' or 'event updated' from your Autotask calendar to create corresponding events in Outlook.
Are there any specific actions that can be triggered in Microsoft Office 365 using data from Autotask?
Specific actions triggered in Microsoft Office 365 using data from Autotask include creating tasks and sending emails when certain criteria are met, like when a new ticket is created or updated within Autotask.
How do I ensure data security while integrating Autotask with Microsoft Office 365?
Ensuring data security involves setting up secure authentication methods like OAuth during initial setup and using encryption for data that flows between Autotask and Microsoft Office 365. We also recommend reviewing permissions to ensure only necessary access is granted.
What happens if there is a disconnection between Autotask and Microsoft Office 365?
If there's a disconnection between the two services, scheduled automations may fail. To address this, check the accounts' connection statuses on our platform and reconnect them by re-authenticating. Monitoring tools also help alert you when disconnections occur.
Can I automate email notifications based on specific activities in Autotask?
Yes, you can set up automated email notifications within Office 365 based on activities within Autotask. For instance, triggering an email alert when a high-priority ticket is updated allows teams to respond promptly.
