Autotask + Microsoft Exchange
Create contacts in Microsoft Exchange from new contacts in Autotask
Effortlessly maintain up-to-date contact lists across Autotask and Microsoft Exchange with this streamlined workflow. When you add a new contact in Autotask, the automation creates a corresponding contact in Microsoft Exchange, ensuring your contact information remains current and well-organized. Save time and strengthen your client connections by simplifying your contact management process.
Effortlessly maintain up-to-date contact lists across Autotask and Microsoft Exchange with this streamlined workflow. When you add a new contact in Autotask, the automation creates a corresponding contact in Microsoft Exchange, ensuring your contact information remains current and well-organized. Save time and strengthen your client connections by simplifying your contact management process.
- When this happens...
New ContactTriggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Invoice
Triggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany
Assigned To Resource
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Service Call
Triggers when an existing service call is updated (not when created).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract ID
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
First Name
Last Name
Email Address
Company
Country
Fax Number
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCountry IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appResource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
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 Calendar Event
Triggers when a new event is created in your calendar.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Email
Triggers when a new e-mail is received in your inbox.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Flagged Email
Triggers when an 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
Destination FolderRequired
Email IDRequired
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.Send From (Shared Mailbox)
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.Send From (Shared Mailbox)
To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
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 appShared Mailbox
Email IDRequired
Attachment IDRequired
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 found
Company
Assigned To Resource ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Submitter IDRequired
Organizational Level Association ID
reimbursement Currency Cash Advance Amount
Reimbursement Currency ID
The week ending date (YYYY-MM-DD)Required
Status
Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Time Entry
Creates a Time Entry.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account ID
Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Title
Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket ID
Ticket Number
Title
Ticket Type
Created By
Assigned To
Completed By
Company
ActionThis is an event a Zap performs.SearchFind existing data in your appCurrency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundShared Inbox
Parent Folder
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 planShared Inbox
Parent Folder
Child Folder
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
Categories
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
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.Shared Mailbox
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Flag ActionRequired
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.Send From (Shared Mailbox)
Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ImportanceRequired
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 appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Autotask
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