Atera + Microsoft SharePoint

Atera + Microsoft SharePoint integrations

Create new Atera tickets from new Microsoft SharePoint list items

Streamline your task management with this convenient workflow. Whenever a new list item is added in Microsoft SharePoint, a ticket will immediately be created in Atera. This automation ensures you stay on top of your tasks, making your project management more efficient and effective.

When this happens...
New List ItemTriggers when a new item is created in a list.
TriggerPolling
automatically do this!
Create TicketCreates a new ticket. Requires the enduser contact ID or email address.
ActionWrite

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More things you can do with Microsoft SharePoint and Atera

Discover other triggers and actions you can use with Microsoft SharePoint and Atera

- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
Trigger
Polling
Try It
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
  Required
Trigger
Polling
Try It
- Site
- Document Library
- Folder
- Folder Name
  Required
Action
Write

- Site
  Required
- List
  Required
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder
  Required
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write

- Site
  Required
- Document Library
  Required
- Folder
- File name
  Required
- Text content
  Required
- If file name exists
Action
Write
- Copy
- Site
- List
  Required
- List Item ID
  Required
- ETag
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Folder
- File
  Required
- Export format
  Required
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File to Replace
  Required
- File
  Required
- New Name
Action
Write
- Site
- Document Library
- Folder
- File
  Required
- File name
- If file name exists
Action
Write
- Copy
- Site
- Document Library
- Search For
- Match By
- Search Query
  Required
Action
Search
- Search Query
  Required
Action
Search
- Copy
- Site
- Document Library
- File or Folder ID
  Required
Action
Search
- Site
  Required
- Document Library
  Required
- File or Folder
  Required
Action
Search
- Site
  Required
- Page ID
  Required
Action
Search
AI Technician Comment Added
Triggers when an AI technician comment is added to an AI conversation.
Trigger
Instant
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Alert Resolved
Triggers when alert resolved in Atera.
Trigger
Instant
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Autopilot Conversation Escalated
Triggers when a new Autopilot conversation is escalated.
Trigger
Instant
Try It
Autopilot Conversation Summary Created
Triggers when a new conversation summary is created in Autopilot.
Trigger
Instant
Try It
New Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Ticket Assignment Changed
Triggers when a ticket assigned to a technician.
Trigger
Instant
Try It
New Ticket Created
Triggers when a new ticket is created.
Trigger
Instant
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Ticket Status Changed
Triggers when ticket status changed in Atera.
Trigger
Instant
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End User Comment Added
Triggers when an end user comment is added to an AI conversation.
Trigger
Instant
Try It
- Conversation ID
  Required
- Conversation Status
  Required
Action
Write
- Title
  Required
- Device GUID
  Required
- Customer ID
  Required
- Code
- Severity
- Threshold Value 1
- Snoozed End Date
- Additional Information
- Alert Category
- Ticket ID
- Message Template
- Folder ID
Action
Write
- Name
  Required
- Description
Action
Write
- Conversation ID
- Contact ID
  Required
- Comment
  Required
Action
Write
- AlertID
  Required
Action
Write
- Ticket Id
  Required
- Ticket Title
- Ticket Description
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- Technician ContactID
Action
Write
- Name
  Required
- Description
Action
Write
- Email
  Required
Action
Search
- Search text
  Required
Action
Search
- Ticket Id
  Required
Action
Search

- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It
- Info
- Source Site
  Required
- Source Document Library
  Required
- File or Folder ID
  Required
- Destination Site
  Required
- Destination Document Library
  Required
- Destination Folder
Action
Write
- Site
- List Name
  Required
- Description
- List Template
Action
Write
- Site
  Required
- Title
  Required
- URL Name
- Description
- Page Layout
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder to Share
  Required
- Permission
- Who Can Access
- Expiration Date
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Folder
- File or Folder ID
  Required
Action
Write
- Copy
- Site
  Required
- Page
  Required
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Item
  Required
- Folder
- New name
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- Site
  Required
- List
  Required
- List Item ID
  Required
- ETag
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
  Required
- List
  Required
Action
Search
- Info
- Monitor URL
  Required
Action
Search
- Copy
- Site
  Required
- Document Library
  Required
- Folder
  Required
Action
Search
- Site
  Required
- List
  Required
- List Item ID
  Required
Action
Search
- Site
Action
Search
New Alert Created
Triggers when a new alert is created.
Trigger
Instant
Try It
Autopilot Conversation Created
Triggers when a new Autopilot conversation is created.
Trigger
Instant
Try It
Autopilot Conversation Status Updated
Triggers when a new Autopilot conversation status is updated.
Trigger
Instant
Try It
Autopilot Conversation Title Created
Triggers when a new Autopilot conversation title is updated.
Trigger
Instant
Try It
New Site Created
Triggers when a new site is created.
Trigger
Instant
Try It
Customer Responded to a Ticket
Triggers when a customer responded to a ticket.
Trigger
Instant
Try It
Internal Comment Added to a Ticket
Triggers when an internal comment is added to a ticket.
Trigger
Instant
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Technician Responded to a Ticket
Triggers when a technician responded to a ticket.
Trigger
Instant
Try It
- Customer/Site Name
  Required
- Created On
- Business Number
- Domain
- Address
- City
- State
- Country
- Phone
- Fax
- Notes
- Links
- Longitude
- Latitude
- Zip Code
Action
Write
- Conversation ID
  Required
- Technician ID
  Required
Action
Write
- Email
  Required
- Customer ID
- Customer Name
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Department ID
- Created On
Action
Write
- Conversation ID
  Required
- Ticket ID
  Required
Action
Write
- Conversation ID
  Required
- Technician ID
  Required
- Comment
  Required
Action
Write
- Ticket Title
  Required
- Ticket Description
  Required
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- EndUser ID
- EndUser First Name
- EndUser Last Name
- EndUser Email
- Technician ContactID
Action
Write
- ContactID
  Required
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Archived
- Customer ID
- Customer Name
Action
Write
- Alert Id
  Required
Action
Search
- Conversation Id
  Required
Action
Search
- Email
  Required
Action
Search

About Atera

Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure every endpoint.

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About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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