How to connect Autotask + Teamleader Focus + Microsoft Teams
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Do even more with Autotask + Teamleader Focus + Microsoft Teams
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Autotask, Teamleader Focus, and Microsoft Teams. And don’t forget that you can add more apps and actions to create complex workflows.
- New CompanyTriggers when a new company is foundTrigger
- New Configuration ItemTriggers when a new configuration item is found.Trigger
- New ContactTriggers when a new contact is found.Trigger
- New OpportunityTriggers when a new opportunity is found.Trigger
- New ProjectTriggers when a new Project is found.Trigger
- New QuoteTriggers when a new quote is found.Trigger
- New TaskTriggers when a new Task is found.Trigger
- New TicketTriggers when a new ticket is found.Trigger
- Autotask
Triggers when a ticket is updated or created.
Scheduled
Trigger
- Autotask
Triggers when a new Time Entry is found.
Scheduled
Trigger
- Autotask
Triggers when a company is updated.
Instant
Trigger
- Autotask
Triggers when a configuration item is updated.
Instant
Trigger
- Autotask
Triggers when a contact is updated.
Instant
Trigger
- Autotask
Triggers when an opportunity is updated.
Scheduled
Trigger
- Autotask
Triggers when a quote is updated.
Scheduled
Trigger
- Autotask
Triggers when a ticket is updated.
Scheduled
Trigger
- Autotask
Triggers when a Time Entry is updated.
Scheduled
Trigger
- Autotask
Creates a company.
Scheduled
Action
- Autotask
Creates a contact.
Scheduled
Action
- Autotask
Creates a ticket.
Scheduled
Action
- Autotask
Creates a ticket note.
Scheduled
Action
- Autotask
Creates an opportunity.
Scheduled
Action
- Autotask
Creates a quote.
Scheduled
Action
- Autotask
Creates a Time Entry.
Scheduled
Action
- Autotask
Update a company.
Scheduled
Action
- Autotask
Update a contact.
Scheduled
Action
- Autotask
Updates an opportunity.
Scheduled
Action
- Autotask
Updates a quote.
Scheduled
Action
- Autotask
Updates a ticket.
Scheduled
Action
- Autotask
Finds a Company.
Scheduled
Action
- Autotask
Finds a contact.
Scheduled
Action
- Autotask
Finds an opportunity.
Scheduled
Action
- Autotask
Finds a quote.
Scheduled
Action
- Autotask
Finds a Ticket by Ticket Number.
Scheduled
Action
- Autotask
Find a company by company name or ID. Optionally, create one if none are found.
Scheduled
Action
- Teamleader Focus
Triggers when a new deal is created.
Instant
Trigger
- Teamleader Focus
Triggers when a new Company is added.
Instant
Trigger
- Teamleader Focus
Triggers when a new contact is added.
Instant
Trigger
- Teamleader Focus
Triggers when an invoice is paid.
Instant
Trigger
- Teamleader Focus
Triggers when a deal is accepted.
Instant
Trigger
- Teamleader Focus
Creates a new company.
Scheduled
Action
- Teamleader Focus
Creates a new contact.
Scheduled
Action
- Teamleader Focus
Creates a new deal.
Scheduled
Action
- Teamleader Focus
Links a contact to a company.
Scheduled
Action
- Teamleader Focus
Finds a company by Id.
Scheduled
Action
- Teamleader Focus
Finds a contact by Id.
Scheduled
Action
- Microsoft Teams
Triggers when a new channel is created within a team.
Scheduled
Trigger
- Microsoft Teams
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is received in a chat.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new chat is created.
Scheduled
Trigger
- Microsoft Teams
Triggers when a new member is added to a team. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Triggers when a new message is posted in a channel. Requires installation of the
Scheduled
Trigger
- Microsoft Teams
Creates a new channel within a team. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message to a channel. Requires installation of the
Scheduled
Action
- Microsoft Teams
Sends a message in an existing chat.
Scheduled
Action
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How Autotask + Teamleader Focus + Microsoft Teams Integrations Work
- Step 1: Authenticate Autotask, Teamleader Focus, and Microsoft Teams.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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