Autotask + Microsoft Teams

Send chat messages in Microsoft Teams for new tickets in Autotask

When a new ticket appears in Autotask, streamline your workflow by instantly sending a chat message in Microsoft Teams. This automation not only increases your responsiveness, but allows your team to take immediate action, enhancing overall productivity and customer service. Say goodbye to the manual task of updating your team every time a ticket is generated, and enjoy seamless communication.

When this happens...
New Ticket
Triggers when a new ticket is found.
TriggerInstant
automatically do this!
Send Chat Message
Sends a message in an existing chat.
ActionWrite

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Supported triggers and actions

- Help Text
Trigger
Instant
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- Help Text
Trigger
Instant
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New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
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- Company
Trigger
Scheduled
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- Opportunity
Trigger
Scheduled
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New Task
Triggers when a new Task is found.
Trigger
Scheduled
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New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
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- Help Text
Trigger
Instant
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- Company
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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- Help Text
- Field
Trigger
Instant
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Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search
- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
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- TeamRequired
- ChannelRequired
- MessageRequired
Trigger
Scheduled
Try It
- ID of the team member you are creating a chat withRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
- Reply ContentRequired
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write

- Company
- Assigned To Resource ID
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help Text
Trigger
Instant
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New Project
Triggers when a new Project is found.
Trigger
Scheduled
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New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
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- Help Text
Trigger
Instant
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- Help Text
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
- Project
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- CompanyRequired
Action
Write
- 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
Action
Write
- CompanyRequired
Action
Write
- ProjectRequired
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- TicketRequired
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency IDRequired
Action
Search
- Company Name
- Company ID
Action
Search or write
- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Related categories

CRM (Customer Relationship Management)

Similar apps

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more

Related categories

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Related Zap Templates

Send a Microsoft Teams channel message for new Autotask tickets

Send channel messages in Microsoft Teams for updated tickets in Autotask

Send channel messages in Microsoft Teams for new opportunities in Autotask

Autotask + Microsoft Teams

Send chat messages in Microsoft Teams for new tickets in Autotask

New Company

New Configuration Item

New Invoice

New Opportunity

New Quote

New Task

New Time Entry

Updated Configuration Item

Updated Opportunity

Updated Quote

Updated Ticket

Create Company

Create Contact

Create Ticket Note

Create Knowledge Base Article

Create Quote

Update Company

Update Opportunity

Update Task

API Request (Beta)

Find Contract

Find Contact

Find Quote

Find Country

Find Resource

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Reply to Channel Message

Send Chat Message

New Company "To Do" Event

New Contact

New Ticket

New Project

New Service Call

New or Updated Ticket Note

Updated Company

Updated Contact

Updated Project

Updated Task

Updated Time Entry

Create Company To-Do

Create Ticket

Create Expense Report

Create Opportunity

Create Task

Update Contact

Update Quote

Update Ticket

Find Account

Find Company

Find Opportunity

Find Ticket

Find Currency

Find Company

New Channel Mention

New Chat

New Channel Message

Create Channel

Create Private Channel

Send Channel Message

API Request (Beta)

About Autotask

Related categories

Similar apps

Jira Software Server

Odoo ERP Self Hosted

ConnectWise Manage

About Microsoft Teams

Related categories

Similar apps

Slack

Chatwork

Rocket.Chat

Related Zap Templates

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