Integrate Autotask with Microsoft Teams to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Autotask with Microsoft Teams - no code necessary. See how you can get setup in minutes.

Select a trigger from Autotask

A trigger is an event that starts your Zap and runs the workflow. For example, with Autotask, a trigger could be "New Company."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Teams

An action is what takes place after the automation is triggered. For example, with Microsoft Teams, the action could be "Create Channel."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Autotask to Microsoft Teams

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Autotask to Microsoft Teams integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Autotask + Microsoft Teams integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Microsoft Teams

What are the basic steps to integrate Autotask with Microsoft Teams?

To integrate Autotask with Microsoft Teams, you'll first need to create a Zap that connects the two platforms. This involves selecting a trigger from Autotask, such as 'New Ticket' or 'Updated Account,' and then choosing an action within Microsoft Teams, like 'Send Channel Message' or 'Create Channel.' Once these are set up, you'll need to authenticate both accounts in the Zap editor and map out how the data should be transferred between them.

Can I receive notifications in Microsoft Teams for new tickets created in Autotask?

Yes, you can set up a trigger for 'New Ticket' in Autotask which sends a message notification directly to a specific channel in Microsoft Teams whenever a new ticket is created. This helps you stay updated on incoming support requests without having to leave Teams.

How does updating an account in Autotask trigger actions in Microsoft Teams?

If you update an account in Autotask, you can use this as a trigger to perform actions in Microsoft Teams. For example, you could post an update message in a designated channel or notify team members about changes made to key accounts.

Is it possible to add task creation as an action from messages received in Microsoft Teams?

While our current integration supports sending messages from triggers, creating tasks directly from messages received isn't available yet. However, users can manually input details into Autotask once notified via Teams.

Are there options available for customizing messages sent from Autotask triggers?

Yes, when setting up your action step in Microsoft Teams after selecting an appropriate trigger from Autotask, you have the ability to customize messages. You can include dynamic fields such as ticket number or customer name and format your message content as needed.

What should I do if I'm experiencing issues connecting my Autotask account?

If you're facing issues connecting your Autotask account during setup, ensure that your API credentials are correct and have necessary permissions enabled. Double-check any changes recently made on either platform that might affect connectivity and try reconnecting again through our platform settings.

Can task status updates be automatically shared with teams via Microsoft Teams?

Certainly! Setting up an automation where task status changes in Autotask serve as triggers will allow you to automatically send notifications about those changes within your team channels on Microsoft Teams. This keeps all team members informed about project progress and deadlines.

Connect Autotask and Microsoft Teams to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Autotask and Microsoft Teams to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Learn how to automate Autotask on the Zapier blog

Learn how to automate Microsoft Teams on the Zapier blog

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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 Teams
    Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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