Autotask + Microsoft Excel + Trello Integrations

How to connect Autotask + Microsoft Excel + Trello

Zapier lets you send info between Autotask and Microsoft Excel and Trello automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Autotask + Microsoft Excel + Trello

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, Microsoft Excel, and Trello. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

    • Help Text

    Trigger
    Instant
    Try It
    • Help Text

    Trigger
    Instant
    Try It
  • Autotask triggers, actions, and search

    New Invoice

    Triggers when a new invoice is found.

    Trigger
    Scheduled
    Try It
    • Company

    Trigger
    Scheduled
    Try It
    • Company

    • Assigned To Resource ID

    Trigger
    Scheduled
    Try It
  • Autotask triggers, actions, and search

    New Contact

    Triggers when a new contact is found.

    Trigger
    Instant
    Try It
    • Help Text

    Trigger
    Instant
    Try It
  • Autotask triggers, actions, and search

    New Project

    Triggers when a new Project is found.

    Trigger
    Scheduled
    Try It

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How Autotask + Microsoft Excel + Trello Integrations Work

  1. Step 1: Authenticate Autotask, Microsoft Excel, and Trello.
    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.
Connect apps
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.

Related categories

  • CRM (Customer Relationship Management)

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excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Help

Related categories

  • Microsoft
  • Spreadsheets

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn moreHelp

Related categories

  • Project Management

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