Connect Autotask and Microsoft SharePoint to unlock the power of automation
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Set up your first integration
Quickly connect Autotask to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Autotask with Microsoft SharePoint - 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 "Delete List Item" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects Autotask and Microsoft SharePoint, 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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Practical ways you can use Autotask and Microsoft SharePoint
Sync project tickets to SharePoint
When a new project is initiated in Autotask, Zapier automatically creates a corresponding list in SharePoint to help teams track task progress and related documents. This ensures updates are centralized, reducing the risk of missed information while improving collaboration.
Business Owner
Sync ticket updates with SharePoint
When a ticket is updated in Autotask, Zapier triggers an update to a matching item in a SharePoint list. This ensures technical teams always have access to the latest ticket status, reducing delays and improving resolution times.
IT
Frequently Asked Questions about Autotask + Microsoft SharePoint 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 SharePoint
How can I trigger actions in SharePoint using Autotask data?
Integrating Autotask with SharePoint allows you to set up triggers in Autotask that prompt specific actions in SharePoint. For instance, when a new task is created in Autotask, we can automatically create a corresponding document or list item in SharePoint.
What kind of actions can be automated in SharePoint through this integration?
Through the integration, you can automate various actions such as creating, updating, or deleting list items, documents, and folders in SharePoint based on changes or events coming from Autotask.
Is it possible to update documents in SharePoint when an Autotask ticket status changes?
Yes, with the integration set up between Autotask and SharePoint, whenever a ticket status changes in Autotask, we can configure it to automatically update related documents within your specified document libraries in SharePoint.
Can I sync project details from Autotask to specific lists in SharePoint?
Certainly! You can sync project details from Autotask directly into designated lists on your SharePoint site. For example, new projects created in Autotask can trigger the addition of new list items containing all relevant project information.
Are there any limitations on the type of data that can be transferred between Autotask and SharePoint?
While most data types like text and dates transfer seamlessly between Autotask and SharePoint, complex customized fields may require additional configuration. It's always a good idea to review field compatibilities during setup.
Does integrating with Microsoft SharePoint affect our current data setup in Autotask?
Integrating with Microsoft SharePoint does not alter your existing data setup within Autotask. Instead, it enables additional functionality by allowing actions based on real-time updates without changing how your existing workflows operate.
What do I need to start integrating AutoTask with Microsoft Sharepoint?
To integrate AutoTask with Microsoft Sharepoint, you'll need admin access to both platforms as well as permissions for creating API keys or tokens used for establishing the connection between the systems.
