Connect Autotask and Microsoft Teams to unlock the power of automation

To integrate Autotask with Microsoft Teams, you'll first need to create a Zap that connects the two platforms. This involves selecting a trigger from Autotask, such as 'New Ticket' or 'Updated Account,' and then choosing an action within Microsoft Teams, like 'Send Channel Message' or 'Create Channel.' Once these are set up, you'll need to authenticate both accounts in the Zap editor and map out how the data should be transferred between them.

Yes, you can set up a trigger for 'New Ticket' in Autotask which sends a message notification directly to a specific channel in Microsoft Teams whenever a new ticket is created. This helps you stay updated on incoming support requests without having to leave Teams.

If you update an account in Autotask, you can use this as a trigger to perform actions in Microsoft Teams. For example, you could post an update message in a designated channel or notify team members about changes made to key accounts.

While our current integration supports sending messages from triggers, creating tasks directly from messages received isn't available yet. However, users can manually input details into Autotask once notified via Teams.

Yes, when setting up your action step in Microsoft Teams after selecting an appropriate trigger from Autotask, you have the ability to customize messages. You can include dynamic fields such as ticket number or customer name and format your message content as needed.

If you're facing issues connecting your Autotask account during setup, ensure that your API credentials are correct and have necessary permissions enabled. Double-check any changes recently made on either platform that might affect connectivity and try reconnecting again through our platform settings.

Certainly! Setting up an automation where task status changes in Autotask serve as triggers will allow you to automatically send notifications about those changes within your team channels on Microsoft Teams. This keeps all team members informed about project progress and deadlines.