Atera + Microsoft Office 365
Create tickets in Atera when new messages in folder appear in Microsoft Office 365
Streamline your ticket creation process with this efficient workflow. Whenever a new message lands in your Microsoft Office 365 folder, a ticket is instantly created in the Atera app. This integration not only reduces manual work but also ensures faster response times, enhancing your customer service efforts.
Streamline your ticket creation process with this efficient workflow. Whenever a new message lands in your Microsoft Office 365 folder, a ticket is instantly created in the Atera app. This integration not only reduces manual work but also ensures faster response times, enhancing your customer service efforts.
- When this happens...
New Message in FolderTriggers when a new new message in folder is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create TicketCreates a new ticket. Requires the enduser contact ID or email address.
ActionWriteCreate a new record or update an existing record in your app.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)Required
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start date and timeRequired
End date and timeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
AI Technician Comment Added
Triggers when an AI technician comment is added to an AI conversation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Alert Resolved
Triggers when alert resolved in Atera.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Autopilot Conversation Escalated
Triggers when a new Autopilot conversation is escalated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Autopilot Conversation Summary Created
Triggers when a new conversation summary is created in Autopilot.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer Created
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Assignment Changed
Triggers when a ticket assigned to a technician.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket Created
Triggers when a new ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Technician Responded to a Ticket
Triggers when a technician responded to a ticket.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer/Site NameRequired
Created On
Business Number
Domain
Address
City
State
Country
Phone
Fax
Notes
Links
Longitude
Latitude
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Technician IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Customer ID
Customer Name
First Name
Last Name
Job Title
Phone
Mobile Phone
Is Contact Person
In Ignore Mode
Department ID
Created On
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Ticket IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Technician IDRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket TitleRequired
Ticket DescriptionRequired
Ticket Priority
Ticket Impact
Ticket Status
Ticket Type
EndUser ID
EndUser First Name
EndUser Last Name
EndUser Email
Technician ContactID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactIDRequired
First Name
Last Name
Job Title
Phone
Mobile Phone
Is Contact Person
In Ignore Mode
Archived
Customer ID
Customer Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Alert IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Parent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEventRequired
Merge with existing attendees?
AttendeesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distribution ListRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
All Day Event?
Description
Show me as Free or Busy
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Flag ActionRequired
Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Mark asRequired
Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Categories to RemoveRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ImportanceRequired
Mailbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search terms
From address
Start date
End date
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Alert Created
Triggers when a new alert is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Autopilot Conversation Created
Triggers when a new Autopilot conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Autopilot Conversation Status Updated
Triggers when a new Autopilot conversation status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Autopilot Conversation Title Created
Triggers when a new Autopilot conversation title is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Site Created
Triggers when a new site is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Responded to a Ticket
Triggers when a customer responded to a ticket.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ticket Status Changed
Triggers when ticket status changed in Atera.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.End User Comment Added
Triggers when an end user comment is added to an AI conversation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
Conversation StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Device GUIDRequired
Customer IDRequired
Code
Severity
Threshold Value 1
Snoozed End Date
Additional Information
Alert Category
Ticket ID
Message Template
Folder ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation ID
Contact IDRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Alert IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IdRequired
Ticket Title
Ticket Description
Ticket Priority
Ticket Impact
Ticket Status
Ticket Type
Technician ContactID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch textRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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