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Autotask Outbound Integration
Create tickets in Autotask PSA based on alerts from iLert.
​Datto’s Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based PSA platform providing a singular view of the entire business - enabling MSPs to centralize business operations and make data-driven decisions to improve service, productivity and profitability.
In Autotask
Create an API user
- 1.Sign in to Autotask and then go to Admin -> Resources (Users)
- 1.Click the New button and then navigate to New API User
- 1.In the First Name section, enter a first name eg. iLert
- 2.In the Last Name section, enter a last name eg. API
- 3.In the Email section, enter an email
- 4.Click the Generate key button to generate a username and then the Generate Secret button to generate a password. You will need Username and Secret below when setting up the connector.
- 5.In the Integration Vendor section, choose iLert or your custom internal integration
In iLert
Create a Autotask Connector and Link to alert source
- 1.Click on the gear icon and then on Connectors button
- 1.Click on Add Connector
- 1.Select Autotask as type and fill in all fields. Enter a name and the username/password pair that you created in the last step.
- 1.Go to the alert sources tab and open the alert source whose alerts you want to publish in Autotask. Click on Alert actions and then on Create alert action.
- 1.Select Autotask as the type, select the connector created in step 3, fill in all fields. In the Label field, specify the alert action name.
- 1.Finished! You can now test the alert action by clicking on the button Test this connection. Then a test ticket will be created in Autotask.
FAQ
Are updates to an alert published in Autotask?
Yes.
Can Autotask alert sources use Autotask connections?
No, please create a different alert source.
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