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Autotask + Microsoft SharePoint

Autotask + Microsoft SharePoint

Autotask + Microsoft SharePoint integrations

Create tickets in Autotask for new files in Microsoft SharePoint folders

Whenever a new file is added to a certain folder in your Microsoft SharePoint, this workflow ensures a corresponding ticket is instantly created in Autotask. This simple setting improves efficiency by cutting back on manual data entry. It also allows for faster reaction times to updates or changes within the SharePoint folder, enhancing overall project management.

  1. When this happens...
    New File in Folder
    New File in Folder
    New File in FolderTriggers when a new file is created in the selected folder (excludes subfolders).
  2. automatically do this!
    Create Ticket
    Create Ticket
    Create TicketCreates a ticket.
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More things you can do with Microsoft SharePoint and Autotask

Discover other triggers and actions you can use with Microsoft SharePoint and Autotask

    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    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
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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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