Autotask Integration

Keep Everyone on the Same Page

CloudRadial’s tight Autotask integration keeps IT staff using the same workflows but with better data. Tickets come in pre-categorized and it’s easier to reach clients through ticket discussions.

CloudRadial is a complete replacement for the Autotask client portal!

Ticket Integration

A seamless account management add-on for Autotask.

Client Management Routing

Route new tickets to client management for approval before releasing for service or ordering.

Tickets from Problem Reports

Feed pre-categorized tickets directly from problem reports to specific ticket queues.

Tickets from Service Requests

Feed pre-categorized tickets directly from service requests including directing tickets to sales or billing queues.

Question Customization

Prompt for any number of field types to gather information before work even starts.

Signature Prompts

Optionally ask for an end-user signature and use as an end-user quoting system.

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Service Board Integration

Easily communicate to everyone in the organization.

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Route Tickets as Needed

Use pre-categorization to route incoming problem and service requests to right boards for dispatch.

Type, Subtype and Item

Pre-categorize incoming tickets and combine with Autotask workflows for powerful automation.

Show Status

Shows users their tickets or company administrators their companies tickets.

Account Information

Streamline account management through a single portal.

ConnectWise Sell

Show quote PDFs and link to Order Porter from within CloudRadial.

QuoteWerks

Show quote details and documents from within CloudRadial.

Invoices

Show invoices, statuses and enable display of invoice PDFs direct from Autotask.

ConnectBooster & Wise-Pay

Enable single-sign on to popular payment portals directly from the client's invoice screen.

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User Sync

Automatically keep your users and the client's company directory in sync.

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Client Directory Sync

Sync Autotask users so that the company directory and your user list are always in common.

Office 365 Sync

Automatically import new Office 365 users into your Autotask portal.

User Billing Simplified

With accurate user lists, user billing systems become easier and create less end-of-month issues.

Endpoint Integration

Use data from Autotask to improve client reports.

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Endpoint Warranty

Pulls warranty information from Autotask configurations to create automated warranty reports for clients. Works great with Warranty Master.

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Discussion Integration

Collaborate with clients to create a unified solution for everyone.

Friendly Presentation

A chat-like presentation of ticket communications makes it easier for users to provide the information I.T. provides need to resolve.

View as Discussions

Inside Autotask, support staff see the same ticket notes as if they were communicating by email.

Management Comments

Makes it easy for client management to comment on existing tickets along with the end-users.

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