Autotask + Microsoft SharePoint

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

Optimize your customer service management with this straightforward workflow. When a new ticket pops up in Autotask, a corresponding list item is instantly created in Microsoft SharePoint, ensuring that every request is logged and organized. Simplify your process and never lose track of a customer help ticket with this efficient automation solution between Autotask and SharePoint.

When this happens...
New Ticket
Triggers when a new ticket is found.
TriggerInstant
automatically do this!
Create List Item
Creates a new item on a list.
ActionWrite

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Supported triggers and actions

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

New Task
Triggers when a new Task is found.
Trigger
Polling
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New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
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- Company
- Assigned To Resource
Trigger
Polling
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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
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- ProjectRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search
- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- SiteRequired
- ListRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination siteRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- SharePoint URLRequired
- Allow editing
Action
Write
- Site
- Parent folderRequired
- Folder nameRequired
Action
Write
- Site
- Template
- List's nameRequired
- Description
Action
Write
- SiteRequired
- PageRequired
Action
Write
- Site
- FolderRequired
- File's nameRequired
- Should we overwrite the file?
- New FileRequired
Action
Write
- Site
- FolderRequired
- NameRequired
Action
Search
- Site
- FolderRequired
- Include detailed metadata
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
- 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
- QuoteRequired
Action
Write
Create Time Entry
Creates a Time Entry.
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
- Site
Trigger
Polling
Try It
- Site
- ListRequired
Trigger
Polling
Try It
- Site
- Folder
Trigger
Polling
Try It
- Info
- Site
- FilterRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- ListRequired
- IdRequired
- E Tag
Action
Write
- Site
- ListRequired
Action
Write
- Info
- FileRequired
- FolderRequired
- Overwrite
Action
Write
- Site
- ListRequired
- Item IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- ListRequired
Action
Search
- Site
Action
Search

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 SharePoint

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

Autotask + Microsoft SharePoint

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

New Company

New Configuration Item

New Invoice

New Opportunity

New Quote

New Task

New Time Entry

Updated Company "To Do" Event

Updated Contact

Updated Project

Updated Service Call

Updated Ticket

Create Company

Create Contact

Create Ticket Note

Create Knowledge Base Article

Create Quote

Create Task

Update Company

Update Opportunity

Update Task

API Request (Beta)

Find Contract

Find Contact

Find Quote

Find Country

Find Resource

New File in Folder

New File in Subfolders

New or Updated File

Updated List Item

Copy File or Folder (Across Sites)

Create Anonymous Sharing Link

Create Folder

Create a list

Publish Page

Upload a File

Find File

Get Folder Contents

New Company "To Do" Event

New Contact

New Ticket

New Project

New Service Call

New or Updated Ticket Note

Updated Company

Updated Configuration Item

Updated Opportunity

Updated Quote

Updated Task

Updated Time Entry

Create Company To-Do

Create Ticket

Create Expense Report

Create Opportunity

Add Quote Items

Create Time Entry

Update Contact

Update Quote

Update Ticket

Find Account

Find Company

Find Opportunity

Find Ticket

Find Currency

Find Company

New List

New List Item

New or Updated Folder

New or Updated List

Copy File or Folder (Within Site)

Delete List Item

Create List Item

Move File

Update List Item

API Request (Beta)

Find List Item

Get Site Information