Autotask PSA Integrations

Our cloud-based phone system provides a simple yet flexible solution that includes powerful call management features. Start your complimentary 14-day trial today, free from obligations, as we offer adaptable monthly contracts. Prepare your business for the future, as technology has dramatically changed the way companies function and are managed in the modern era. Across the globe, businesses increasingly depend on data analysis, which enables them to devise effective strategies through insights gained from their interactions with both prospective and current customers. This progress is significantly driven by Customer Relationship Management (CRM) systems. With remote control over your desk phone, you can manage essential features such as speed dial, function keys, and directories from virtually anywhere. As the top VoIP provider in the UK, we equip you with a comprehensive mobile device management suite to address urgent and complex business needs, even when you are away from your office. Furthermore, Xinix offers an extensive array of unified communications (UC) solutions that enhance collaboration and productivity within your organization. Adopting these advanced technologies can result in remarkable gains in efficiency and customer satisfaction, ultimately positioning your business for long-term success. By integrating such tools, organizations can remain competitive in an ever-evolving market landscape.

ScalePad Backup Radar presents a cloud-based, automated solution for monitoring and reporting on backups, specifically designed for managed service providers. This robust tool collects backup status data from more than 300 integrations, encompassing key RMM, PSA, and backup systems across various platforms like servers, workstations, virtual machines, and NAS devices, all accessible through a customizable dashboard. It effectively spots vulnerabilities, aids in trend analysis, and prioritizes actionable alerts by leveraging an advanced ticketing system that organizes, appends, and automatically resolves notifications, thus reducing unnecessary distractions. Furthermore, Backup Radar features customizable reports, which are color-coded and can be scheduled with flexibility, seamlessly integrating with ScalePad’s Lifecycle Manager to provide comprehensive insights for clients. Adhering to SOC 2 Type II and ISO 27001 cybersecurity standards, this platform also includes smooth API-driven integrations with PSA ticketing systems, facilitating the automation of incident workflows while maintaining compliance. In addition to these functionalities, the solution is crafted to significantly boost operational efficiency, enabling managed service providers to maintain consistent and dependable backup services for their clients. Ultimately, Backup Radar stands out as a vital tool in the arsenal of managed service providers, ensuring they can meet the demanding needs of today's data management landscape.

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

Support Fusion serves as a no-code integration solution tailored specifically for Managed Service Providers (MSPs) that work with enterprise clients. It efficiently synchronizes tickets across various ITSM systems such as ServiceNow, Jira, and Zendesk, while also integrating with MSP PSA tools like ConnectWise, Autotask, and HaloPSA. This application facilitates seamless bidirectional syncing of tickets, statuses, comments, and attachments, ensuring that all involved parties are kept up-to-date without the burden of repetitive tasks. By utilizing this solution, MSPs can save considerable time each week, avoid SLA breaches, and generate accurate reports with minimal manual effort. Designed for mid-to-large MSPs catering to enterprise clients, Support Fusion minimizes unnecessary work duplication and promotes growth by converting support data into actionable insights. Users can rapidly kickstart the integration process through our prebuilt connectors and straightforward setup, negating the necessity for custom scripts or extensive development, thus making it an effective option for businesses aiming to improve their service delivery. Furthermore, the platform's intuitive interface allows teams to quickly adapt to the system, enhancing overall operational efficiency and productivity. With Support Fusion, MSPs are empowered to focus more on value-added tasks rather than administrative burdens.

AI Autopilot is a purpose-built AI automation platform engineered to help MSPs transition into an intelligent, fully agentic service model. Its AI-driven agents take over triage, classification, dispatching, and prioritization, ensuring tickets reach the right technician quickly and with complete contextual understanding. The system analyzes impact, SLA requirements, technician workload, and historical documentation to make precise automated decisions. Integrations with ConnectWise, Autotask, Kaseya BMS, Halo PSA, Ninja RMM, Datto RMM, IT Glue, Liongard, and Rewst create a unified automation ecosystem across the entire MSP stack. With Teams and Slack ticket creation, end users can request support from tools they already use, reducing friction and capturing accurate context instantly. AI Autopilot’s future roadmap introduces groundbreaking technologies such as MCP-based orchestration, intelligent RAG agents that learn from MSP knowledge bases, and crew-style multi-agent collaboration for complex workflows. The platform also plans deep LangChain and LangGraph integrations to support dynamic, multi-step decision trees. MSPs gain automated SLA enforcement, balanced ticket distribution, reduced labor costs, and reliable 24/7 coverage without adding headcount. Automation capabilities extend into RPA workflows, enabling cross-platform task execution triggered by AI intent. Altogether, AI Autopilot represents the next era of IT automation, giving MSPs the intelligence, scalability, and efficiency needed to compete in a rapidly evolving service landscape.

Motileo is a groundbreaking platform dedicated to improving sales effectiveness and enhancing team engagement through the use of gamification, turning standard business tasks and key performance indicators (KPIs) into exciting and competitive experiences designed to elevate productivity and results. By effortlessly integrating with current tools such as CRM systems, it collects vital performance data like calls made, meetings booked, deals closed, and revenue generated, converting these statistics into lively competitions, achievements, and progress monitoring for both individuals and teams as a whole. Additionally, Motileo brings game-like elements into the workplace, redefining objectives as accomplishments, milestones, and missions that guide employees toward measurable outcomes while keeping them actively involved. Teams can participate in customized competitions or direct challenges that foster a sense of friendly rivalry and encourage sustained effort, with automated recognition systems awarding participants points or coins that can be redeemed for various rewards. This innovative methodology not only inspires employees but also strengthens collaboration and camaraderie among colleagues, significantly enhancing both the enjoyment and productivity of work. Ultimately, Motileo transforms the conventional work environment into a dynamic arena where achievement is celebrated and success is a shared journey.

Quoter serves as a comprehensive online quoting platform designed to enable sales teams to swiftly and efficiently generate quotes. By optimizing the sales proposal and quotation processes, Quoter not only conserves valuable time but also enhances overall control, ultimately empowering sales teams to secure additional deals while lightening their workload. With features such as reusable templates for proposals and quotes, tracking for both quotes and emails, seamless online approval and payment systems, as well as integrations with CRM and accounting software, Quoter significantly simplifies the quotation process. This innovative platform facilitates the rapid creation of quotes, clears obstacles, and accelerates payment collection, making it ideal for technology service providers. Its user-friendly interface, combined with automated workflows and flexible pricing plans that support unlimited users, allows teams to produce an unprecedented volume of quotations. Within a matter of clicks, you can generate professional and precise quotes while being able to monitor when your proposals are accessed. Additionally, Quoter supports smooth integration with PSA, CRM, and distributor systems, maximizing efficiency and encouraging more individuals to engage in the quoting process. As a result, Quoter not only enhances productivity but also fosters growth in sales opportunities.

Kaseya VSA is a sophisticated remote monitoring and management (RMM) tool tailored for Managed Service Providers (MSPs) and IT organizations. This software encompasses a wide range of functionalities, including swift remote access, robust discovery features, reliable patch management, and extensive monitoring and security options, all within a single platform. Consequently, Kaseya VSA significantly boosts the productivity of IT personnel, enhances service reliability, and strengthens system security. It acts as a unified IT Management solution, designed not only to improve service delivery but also to revolutionize business operations. By optimizing workflows across multiple tools, Kaseya’s platform markedly increases the efficiency of IT teams, thereby promoting better service delivery and improving overall business productivity. Organizations can experience firsthand the reasons behind the trust placed in Kaseya VSA by numerous IT departments for managing and automating their entire IT infrastructure from one central hub. Ultimately, this platform provides organizations with the ability to deliver increased value while reducing service delivery costs. Kaseya VSA supplies IT departments with essential management resources to actively monitor their systems via an integrated interface, establishing itself as a vital partner in the field of IT management. Furthermore, the seamless integration of Kaseya VSA with existing workflows allows for a smoother transition and enhances user satisfaction across the board.

The ContactScience® process enables your team to engage with each target more effectively, quickly, and accurately, enhancing overall productivity. Managers benefit from clear metrics that provide insight into their performance, ensuring optimal visibility and accountability within the team. This comprehensive approach not only improves efficiency but also fosters a culture of continuous improvement and data-driven decision-making.

Boost your sales and optimize your expenses while setting your MSP apart from the competition. By leveraging ID Agent, your MSP can stand out through its provision of immediate dark-web search results that instill a sense of urgency among clients. Additionally, ID Agent offers a wealth of resources and coaching tailored for sales and marketing, promising profitability within just 30 days. Many of your clients primarily worry about their network passwords being compromised, often overlooking the risks associated with their usernames and passwords being exposed on external sites and applications. With a team that includes three former CEOs of MSPs, ID Agent is well-equipped to deliver impactful cybersecurity threat intelligence to Managed Service Providers globally. Our hands-on experience allows us to understand the unique challenges you encounter and equip you with effective strategies for overcoming them. Embracing ID Agent not only enhances your service offerings but also positions your MSP as a proactive guardian of client security.

Datto RMM is a comprehensive cloud-based platform that empowers Managed Service Providers (MSPs) to effectively oversee and safeguard their clients' IT environments with modern and dependable solutions. Its design focuses on minimizing complexity, expenses, and potential risks, ensuring a seamless experience for users. The platform boasts robust automation and monitoring capabilities, including ransomware detection, patch management, and remote access, enabling MSPs to proactively address IT challenges, swiftly react to incidents, and enhance customer service. Additionally, it features an all-in-one cloud backup and disaster recovery system that is image-based, facilitating cloud-to-cloud backups and rapid recovery of vital data across Microsoft 365 and G Suite applications. With support for both Windows and Mac systems, users can quickly backup and restore files and folders, while secure file synchronization and sharing are streamlined through a centrally managed collaboration system. Furthermore, the solution allows for the prompt and reliable restoration of servers, demonstrating its effectiveness as a comprehensive business continuity and disaster recovery tool for organizations of all sizes. This multifaceted approach ensures that MSPs can maintain high levels of service and operational efficiency for their clients.

WatchGuard DNSWatch is a cloud-based security solution that provides enhanced protection through DNS-level filtering, effectively identifying and blocking potentially harmful connections to shield both networks and employees from damaging attacks. Experts at WatchGuard analyze critical alerts and provide concise summaries that detail potential threats with thorough insights. In cases where phishing is a concern, if an employee accidentally clicks on a malicious link, DNSWatch promptly redirects them away from the dangerous site and offers educational materials to improve their awareness of phishing threats. As hackers frequently leverage DNS to target unsuspecting individuals, monitoring DNS requests is a viable strategy for detecting and preventing such attacks. By integrating DNS-level filtering into the Total Security Suite, DNSWatch introduces a vital layer of defense against malware infections. Moreover, any attempts by users to access known malicious DNS addresses are automatically blocked, ensuring a seamless user experience as they are redirected to a secure landing page. This proactive measure not only mitigates immediate threats but also promotes user education, fostering a more security-aware environment within the workplace. Ultimately, the combination of these features helps organizations maintain a robust defense against evolving cyber threats.

Success in the business world largely depends on the ability to keep technology in sync with the rapidly changing digital environment. Utilizing Ingram Micro Cloud and its all-encompassing platform enables businesses to rapidly adjust to industry changes, leverage subscription-based services, optimize their operational workflows, and improve their market responsiveness and revenue streams by engaging with our extensive ecosystem. This level of adaptability not only drives innovation but also equips organizations for long-term growth in an increasingly competitive landscape. Ultimately, being proactive in these areas is crucial for thriving in today's market.

FlexPoint revolutionizes the payment procedure, making it both simple and efficient, which significantly improves your cash flow. By streamlining your billing processes through automation, you can enhance productivity while ensuring that payments are received on time. Eliminate the hassle of repetitive manual tasks and make payment collection a breeze. The platform facilitates full automation of the reconciliation process, covering everything from invoicing to deposits. Clients benefit from secure online payment options, allowing you to maintain your brand's strong reputation. Provide an invoicing experience that mirrors the exceptional customer service you offer. This comprehensive tool is tailored to accelerate your business growth with its efficient payment solutions. Without the need for long-term contracts, you can foreseeably manage your cash flow and avoid any unforeseen financial challenges thanks to our sophisticated billing automation functionalities. You have the ability to set customized rules for automatic invoice payments, whether you choose to apply them to all clients or select specific ones. This effectively removes the tedious chore of manual payment reconciliation across different tools, fostering a more streamlined financial operation. Witness the positive shift in your billing methods and relish the advantages of improved operational transparency, ultimately leading to better financial decision-making.

Rest assured that Covalence protects your endpoints, network, and cloud services through a cohesive platform. Elevate the capabilities of your cybersecurity team by leveraging immersive virtual environments crafted for training, evaluation, practice, competition, and skill enhancement. Partner with us to develop a distinctive cybersecurity solution that attracts customers, increases profit margins, and drives revenue growth. The endpoint agent, developed from years of cybersecurity knowledge, delivers immediate threat detection, thorough analysis, and proactive response capabilities. Covalence customizes its approach to cyber threats according to your organization's specific needs and response strategies. Users receive timely alerts with crucial details such as the nature of the threat, its severity, and the actions taken to mitigate it, ensuring clarity and control throughout incidents. This all-encompassing strategy not only strengthens your defenses but also builds trust among your clients regarding their safety. In today's rapidly changing digital landscape, it is essential to stay ahead of emerging threats, and Covalence is committed to providing the tools needed for success.

Datto SaaS Defense equips Managed Service Providers (MSPs) with the tools necessary to proactively combat a wide range of cyber threats, such as malware, business email compromise (BEC), and phishing attacks that target platforms like Microsoft Exchange, OneDrive, SharePoint, and Teams. By implementing a data-independent security measure for Microsoft 365, MSPs can effectively protect their clients from ransomware, malware, and phishing threats while also addressing BEC issues head-on. This sophisticated threat protection solution is crafted to detect zero-day threats at their inception, ensuring that defensive actions are taken promptly rather than after a significant delay. With Datto SaaS Defense, the data of clients using Microsoft 365 across services like OneDrive, SharePoint, and Teams remains secure at all times. Furthermore, this comprehensive security tool not only helps MSPs attract new clients but also facilitates market growth without necessitating additional staff or extensive security training investments. In contrast to traditional email security systems that depend on historical data from past cyber incidents, potentially leaving vulnerabilities to emerging threats, Datto SaaS Defense stands out by prioritizing proactive detection and swift response. Consequently, it builds a robust defense mechanism that continuously adapts to the changing landscape of cybersecurity risks, enhancing overall resilience in an increasingly complex digital environment. This adaptability ensures that businesses are better prepared to face future challenges head-on.

CloudCockpit is a robust platform for cloud commerce and management specifically designed for Microsoft Cloud Solution Provider (CSP) partners, enabling them to efficiently oversee and improve their entire cloud business lifecycle through a unified system. It seamlessly integrates with Microsoft’s Partner Center, filling in operational gaps by providing automation for tasks such as license provisioning, subscription management, and billing oversight, which are not natively included. This platform alleviates operational burdens by automating key processes like tenant creation, license adjustments, and invoice reconciliation, resulting in fewer manual inputs and a reduction in errors, while guaranteeing accurate billing that corresponds to detailed usage statistics. Additionally, it fosters better financial and operational management through real-time data on costs, revenues, margins, and Azure usage, along with customizable dashboards and alerts that enable users to track spending, spot anomalies, and effectively manage credit risk. CloudCockpit not only empowers CSP partners to streamline their operations but also positions them favorably in the dynamic cloud marketplace, ensuring they remain competitive and responsive to market changes. Ultimately, this innovative solution supports partners in achieving greater efficiency and profitability in their cloud endeavors.

Elevate the loyalty of both your customers and employees using our innovative one-click survey tool, which integrates effortlessly with your CRM or email signature for automatic deployment. This tool allows for immediate recognition of employees who provide exceptional service, with their accomplishments highlighted on a public newsfeed. By cultivating an environment where praise is shared among managers and peers alike, this platform is customized to align with your organization's culture and goals. All recognition displayed on the newsfeed encourages a spirit of appreciation throughout the workplace. You can also create goal-oriented competitions to effectively convey and synchronize your company's objectives with your team, ensuring that top performers receive the recognition they deserve. With Crewhu, you not only reduce employee turnover but also enhance customer loyalty, recurring revenue, and overall profitability. Specifically designed for Managed Service Providers, Crewhu simplifies the process of engaging and motivating your workforce, all while prioritizing customer satisfaction and accelerating business growth. Ultimately, nurturing a positive workplace culture leads to increased employee happiness, which translates into satisfied customers and a flourishing organization, reinforcing the synergy between employee engagement and customer success. This interconnected approach ensures that every team member feels valued and empowered, driving the company toward greater achievements.

Simplify the payment reception process, spanning from invoicing to collections, while erasing monotonous accounting tasks, stressful collection calls, and persistent overdue payments. Enjoy a smooth cash flow experience that enhances your operational efficiency. For many service providers who deliver exceptional value, receiving payments on time can often feel uncertain. As a result, your income may become trapped in overdue receivables, making it seem difficult to reinvest in your business’s development. Yet, this doesn’t have to be an arduous struggle. ConnectBooster presents a scalable solution aimed at improving your cash flow, trusted by thousands of service providers to ensure they receive payments on schedule and with minimal effort, thus conserving valuable time. Are you prepared to be part of this community? With the capability for two-way data synchronization with your existing systems and various payment automation features, ConnectBooster can help you reclaim between 8 to 20 hours each month dedicated to billing tasks. Before adopting ConnectBooster, service businesses typically experienced an average wait of 48 days to receive payments from clients. This delay can significantly impede growth and operational efficiency. Now, with timely payments achievable, you can concentrate on what truly matters—expanding your business and enhancing the services you provide to your clients. Ultimately, a smoother cash flow process can lead to greater peace of mind and improved business outcomes.

Enhance your business's financial efficiency by eliminating manual errors while utilizing our exceptional invoice and payment synchronization. With Wise-Sync’s innovative technology, each transaction record is thoroughly validated in real-time, guaranteeing that your financial figures are both precise and trustworthy. You will also gain valuable insights into departmental performance through comprehensive PNL reporting, which helps pinpoint the areas that are most beneficial to your bottom line. This clarity allows for better resource allocation and strategic planning for a prosperous future. Furthermore, Wise-Sync empowers every department to operate as an independent business unit, simplifying the validation and organization of records in an instant. The efficiency gained enables your finance team to achieve the clarity needed to make impactful decisions, driving your business towards new opportunities. Consequently, you will be equipped to confidently navigate the intricate financial landscape, ensuring that your strategies are both effective and informed. In essence, Wise-Sync not only streamlines processes but also fosters a culture of proactive financial management throughout the organization.

Datto Workplace provides a robust platform for file synchronization and sharing tailored for managed service providers, ensuring top-notch security and operational efficiency. This business-centric collaboration tool enables users to access and share files seamlessly from various devices. It presents a straightforward and scalable solution suitable for all organizational roles, ranging from sales personnel to high-level executives. Users have the flexibility to adjust settings to align with specific business needs, facilitating an easy implementation process. Managed service providers can generate reports on system activities, monitor user engagement, and conduct on-demand audits. By integrating with essential business applications like Microsoft, G Suite, and Active Directory, users can collaborate securely across devices. Clients can rely on Datto Workplace's impressive 99.99% uptime and adherence to HIPAA, GDPR, and SOC 2 standards for compliance. The platform not only delivers the necessary security and mobility but also grants businesses the control they need for effective operations. This comprehensive approach ensures that organizations can maintain productivity while prioritizing data safety and compliance.

Revolutionize your audit procedures by implementing 10-minute user access assessments, flexible provisioning and de-provisioning workflows, and robust reporting features, all seamlessly integrated into a versatile Identity Governance and Administration (IGA) platform. The efficient onboarding process reduces the burden on your team, enabling them to concentrate on other vital IT initiatives. By automating evidence collection into an easily navigable ledger, the tedious task of gathering spreadsheets and screenshots is eradicated, allowing for significant time savings. Moreover, tools like nested entitlements and Clarity Explorer provide insight into user access determinants and their underlying justifications. The platform also embraces genuine role-based access control (RBAC) and incorporates automated workflows, guaranteeing alignment with your organization’s structure and needs. Unlike traditional manual methods, Clarity arms you with essential resources to swiftly elevate your identity governance strategy while adapting to your organization’s growth. Expedited evaluations streamline the certification process for user access, entitlements, roles, and application access, establishing a solid and efficient governance framework. This holistic methodology not only simplifies the governance process but also cultivates a proactive approach to effectively managing access controls, ultimately enhancing security and compliance. Furthermore, as your organization evolves, this adaptable platform ensures that your access management strategies remain both relevant and effective.

With DD Tech, you can effortlessly oversee your ConnectWise and Autotask tickets from virtually anywhere and on any device that suits your needs. The platform boasts a fully customizable Service Catalog and sophisticated Custom Forms, allowing you to deliver timely and relevant assistance to your users from the very first interaction. Keep communication channels open with your users and consistently provide excellent service through DD Chat. Moreover, you can take advantage of pre-designed email templates that enable users to add notes to their tickets or reach out to your technicians for assistance. From working collaboratively on tickets with clients to crafting engaging service experiences, DeskDirector is tailored to meet the various demands of your Managed Service Provider (MSP) environment. This all-encompassing strategy guarantees that every facet of user interaction and service provision is flawlessly interconnected, promoting efficiency and satisfaction. By leveraging these tools, you can enhance your overall service quality and streamline your operations effectively.

We offer MSPs flexible, reliable, and cutting-edge cloud communication solutions designed to help them grow their operations with accuracy and intent. BVoIP was created as a direct response to the real difficulties and frustrations encountered by genuine MSPs in the field. Having spent 17 years as an MSP ourselves before branching out, we gained critical insights into the industry's ineffective communication methods, which often depended on a chaotic assortment of unreliable products and services. This lack of cohesion frequently led to inflated operational costs and excessive pressure on customer support teams. Acknowledging the demand for simple and scalable communication options, we have developed a revolutionary approach that leverages cloud technology to enhance business communication, eradicate back-office redundancies, and ensure that confusing phrases like "can you hear me now" are eliminated entirely. With our all-inclusive and standardized communications platform, we are now positioned to deliver the vital solutions MSPs have been searching for to excel in an increasingly competitive environment. Our overarching mission is to redefine how MSPs handle communication, enabling them to concentrate on their primary business goals while delivering exceptional service to their clients. By fostering a seamless communication experience, we aim to empower MSPs to reach their fullest potential.

FixFinder provides an extensive array of self-service resources aimed at empowering users to address their own problems autonomously. It converts complex IT tasks into a user-friendly Q&A format akin to Tier-1 support! You can easily turn your operational manuals into customized Troubleshooting Wizards using a simple decision tree creation tool. Moreover, our desktop application smoothly integrates with a variety of platforms like Autotask, Connectwise, Zendesk, Bloomfire, Sharepoint, StatusPage, and many others that IT teams and managed service providers frequently employ, thus improving overall user experience and productivity. With this setup, assistance is always just a click away, ensuring that resolving issues is faster and more straightforward than it has ever been. This innovative approach not only saves time but also fosters a more independent problem-solving culture among users.