Autotask + Microsoft Exchange
Autotask + Microsoft Exchange
Autotask + Microsoft Exchange integrations
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.
- 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.TriggerInstant - automatically do this!
Create ContactCreates a new contact.ActionWrite
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More things you can do with Autotask and Microsoft Exchange
Discover other triggers and actions you can use with Autotask and Microsoft Exchange
New InvoiceTriggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New 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 plan - New 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 plan - Company
- Assigned To Resource
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Updated 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 plan - Create 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 app- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- QuoteName
- QuoteID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Country IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Resource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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 Calendar EventTriggers 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 plan- New 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 plan - New 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 plan - Email 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
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- 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.- Shared Mailbox
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- 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 app- Search_info
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Folder
- First NameRequired
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- 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 plan- New 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 plan - New 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 plan - Updated 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 plan - Create 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 app- Company Name
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity Title
- Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ticket 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 app- Currency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company 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 found- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- EventRequired
- 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.- 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.- 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.- Shared Mailbox
- Email IDRequired
- Mark asRequired
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
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- 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 app- Folder_info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
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