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  • Autotask logoAutotask logo

Microsoft Office 365 + Autotask Integrations

How to connect Microsoft Office 365 + Autotask

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  • Microsoft Office 365 triggers, actions, and search
    Calendar Event Start
    Triggers at a specified time before an event in your calendar starts.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    New Calendar Event
    Triggers when a new event is created in your calendar.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    New Contact
    Triggers when a new contact is added to your account
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    New Email
    Triggers when a new e-mail is received in your inbox.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    Updated Calendar Event
    Triggers when an event is updated.
    Trigger
    Scheduled
  • Microsoft Office 365 triggers, actions, and search
    Create Event
    Create an event in the calendar of your choice.
    Action
    Write
  • Microsoft Office 365 triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Microsoft Office 365 triggers, actions, and search
    Create Draft Email
    Creates a draft of an email that can then be reviewed and sent out.
    Action
    Write
  • Microsoft Office 365

    Send an email from your Office 365 account.

    Scheduled

    Action

  • Microsoft Office 365

    Updates a contact.

    Scheduled

    Action

  • Microsoft Office 365

    Search for a contact.

    Scheduled

    Action

  • Microsoft Office 365

    this is the description.

    Scheduled

    Action

  • Autotask

    Triggers when a new company is found

    Instant

    Trigger

  • Autotask

    Triggers when a new configuration item is found.

    Instant

    Trigger

  • Autotask

    Triggers when a new contact is found.

    Instant

    Trigger

  • Autotask

    Triggers when a new opportunity is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a new Project is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a new quote is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a new Task is found.

    Scheduled

    Trigger

  • Autotask

    Triggers when a new ticket is found.

    Scheduled

    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

How Microsoft Office 365 + Autotask Integrations Work

  1. Step 1: Authenticate Microsoft Office 365 and Autotask.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
office-365 logo
office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn more

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autotask logo
autotask logo

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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