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Autotask

Replace the native Autotask ticketing portal while also syncing information between Office 365 and Autotask.

CLOUDRADIAL CERTIFIED APP

Autotask Integration Overview

Improve your customer frontend ticketing experience with clean, easy-to-use forms that help them quickly get what they need. CloudRadial ensures your tickets come in pre-categorized with as much data as possible to help you supercharge your team’s productivity.

How the Integration Works:

Thanks to CloudRadial’s API integration with Autotask, you can import users into the portal on a company-by-company basis. The structure of your companies and their active users in Autotask will be reflected in CloudRadial.

What the Integration Does:

Ticket Integration

  • 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 it as an end-user quoting system.

Service Board Integration

  • Route Tickets as Needed – Use pre-categorization to route incoming problem and service requests to right boards for dispatch.
  • Type, Subtype, Source, and More– Pre-categorize incoming tickets and combine them with Autotask workflows for powerful automation.
  • Show Status – Shows users their tickets or company administrators their company’s tickets.

Account Information

  • 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 the 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.

User Sync

  • 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.

Discussion Integration

  • 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 sees the same ticket notes as if they were communicating by email.
  • Management Comments – Make it easy for client management to comment on existing tickets along with the end-users.

Endpoint Integration

  • Endpoint Warranty – Pulls warranty information from Autotask configurations to create automated warranty reports for clients.