Connect Autotask and Microsoft SharePoint to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Autotask and Microsoft SharePoint together. Build enterprise-grade automation in minutes.

Our most popular template

Create list items in Microsoft SharePoint for every new ticket in Autotask
Premium
Details
Try it
Autotask + Microsoft SharePoint
Create tickets in Autotask for new files in Microsoft SharePoint folders
Premium
Details
Try it
Microsoft SharePoint + Autotask

Create list items in Microsoft SharePoint for every new ticket in Autotask

Details

Try it

Autotask + Microsoft SharePoint

Create tickets in Autotask for new files in Microsoft SharePoint folders

Details

Try it

Microsoft SharePoint + Autotask

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Autotask with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from Autotask.

Add your action

An action happens after the trigger—such as "Copy File or Folder" in Microsoft SharePoint.

You’re connected!

Zapier seamlessly connects Autotask and Microsoft SharePoint, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
- Opportunity
Trigger
Polling
Try It

New Task
Triggers when a new Task is found.
Trigger
Polling
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
Try It

- Company
- Assigned To Resource
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
  Required
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Task
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- 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
- QuoteName
- QuoteID
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- 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

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
  Required
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
  Required
Action
Write
- Quote
  Required
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
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 ID
  Required
Action
Search
- Company Name
- Company ID
Action
Search or write
- 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

For AI agents & developers

Use Autotask and Microsoft SharePoint with AI agents and code

Beyond Zap workflows. Call Autotask and Microsoft SharePoint actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Autotask and Microsoft SharePoint actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Company
Copy File or Folder

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Autotask and Microsoft SharePoint actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* autotask / sharepoint action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Autotask and Microsoft SharePoint

Sync project tickets to SharePoint

When a new project is initiated in Autotask, Zapier automatically creates a corresponding list in SharePoint to help teams track task progress and related documents. This ensures updates are centralized, reducing the risk of missed information while improving collaboration.

Business Owner

Try it

Sync ticket updates with SharePoint

When a ticket is updated in Autotask, Zapier triggers an update to a matching item in a SharePoint list. This ensures technical teams always have access to the latest ticket status, reducing delays and improving resolution times.

Try it

Make work flow with AI

Level up your Autotask to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Autotask + Microsoft SharePoint integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Microsoft SharePoint

How can I trigger actions in SharePoint using Autotask data?

Integrating Autotask with SharePoint allows you to set up triggers in Autotask that prompt specific actions in SharePoint. For instance, when a new task is created in Autotask, we can automatically create a corresponding document or list item in SharePoint.

What kind of actions can be automated in SharePoint through this integration?

Through the integration, you can automate various actions such as creating, updating, or deleting list items, documents, and folders in SharePoint based on changes or events coming from Autotask.

Is it possible to update documents in SharePoint when an Autotask ticket status changes?

Yes, with the integration set up between Autotask and SharePoint, whenever a ticket status changes in Autotask, we can configure it to automatically update related documents within your specified document libraries in SharePoint.

Can I sync project details from Autotask to specific lists in SharePoint?

Certainly! You can sync project details from Autotask directly into designated lists on your SharePoint site. For example, new projects created in Autotask can trigger the addition of new list items containing all relevant project information.

Are there any limitations on the type of data that can be transferred between Autotask and SharePoint?

While most data types like text and dates transfer seamlessly between Autotask and SharePoint, complex customized fields may require additional configuration. It's always a good idea to review field compatibilities during setup.

Does integrating with Microsoft SharePoint affect our current data setup in Autotask?

Integrating with Microsoft SharePoint does not alter your existing data setup within Autotask. Instead, it enables additional functionality by allowing actions based on real-time updates without changing how your existing workflows operate.

What do I need to start integrating AutoTask with Microsoft Sharepoint?

To integrate AutoTask with Microsoft Sharepoint, you'll need admin access to both platforms as well as permissions for creating API keys or tokens used for establishing the connection between the systems.

About Autotask

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Jira Software Server

Project Management

Odoo ERP Self Hosted

CRM (Customer Relationship Management)

ConnectWise Manage

CRM (Customer Relationship Management)

About Microsoft SharePoint

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

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Team Collaboration

Connect Autotask and Microsoft SharePoint to power AI-driven automation

Launch your first automated workflow

Create list items in Microsoft SharePoint for every new ticket in Autotask

Create tickets in Autotask for new files in Microsoft SharePoint folders

Create list items in Microsoft SharePoint for every new ticket in Autotask

Create tickets in Autotask for new files in Microsoft SharePoint folders

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Autotask and Microsoft SharePoint with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Autotask and Microsoft SharePoint

Sync project tickets to SharePoint

Sync ticket updates with SharePoint

Make work flow with AI

Frequently Asked Questions about Autotask + Microsoft SharePoint integrations

Connect Autotask to Microsoft SharePoint on the world's largest no-code automation platform