Autotask

· #441 most-used

Automate your IT service desk, CRM, and billing in one place

CRMProductivityProjectsSupportSchedulingAutomation

Autotask PSA (Professional Services Automation) is Kaseya's IT business management platform combining service desk, CRM, project management, time and expense tracking, billing, and contract management in one system. Built for managed service providers (MSPs) and IT teams, it centralises every client interaction from the first ticket to the final invoice. Connect it to Actionist and your agents can create and route tickets automatically, keep the opportunity pipeline and quotes in sync, validate time entries before billing runs, and trigger cross-system workflows when companies, contacts, or service calls change — without anyone leaving their primary tool.

Try Autotask with Actionist Visit Autotask

Average time saved

14 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Agents eliminate manual ticket creation from alerts, pre-invoice time audits, renewal opportunity creation, and cross-system data entry between the PSA and CRM.

Schedule

What your Autotask agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

Autotask × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

5Apps spanned

~18 hrsSaved / week

4Personas served

For it operations

Featured2 apps

Alert-to-ticket with dedup and immediate Slack notify

When a monitoring alert fires in Slack, the agent checks Autotask for an existing ticket before creating a new one. If no match is found, it creates the ticket, adds a triage note, and posts the ticket details to #helpdesk — all within about a minute of the alert. Technicians see new work without logging into the PSA.

~5 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a monitoring alert is posted to the #alerts Slack channel

Trigger

Step 1

Slack

Detect monitoring alert in #alerts channel

read

Step 2

Autotask

Find Ticket — search for existing open ticket for the affected device

write

Step 3

Autotask

Create Ticket with device name, alert severity, and assigned queue

write

Step 4

Autotask

Create Ticket Note logging the alert details and initial triage steps

write

Step 5

Slack

Post ticket number, client, and priority to #helpdesk

Result

Create Ticket with device name, alert severity, and assigned queueCreate Ticket Note logging the alert details and initial triage stepsPost ticket number, client, and priority to #helpdesk

The win

Saved per run

8 min

Runs / week

~40×

Zero duplicate tickets and every alert visible in Slack within a minute

Driven byCustomer Support Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
40 min / week
Manual renewal tracking and quote creation
Account managers manually monitor contract end dates, log into Autotask to create opportunities, and build renewal quotes from scratch — each renewal takes 30-45 minutes of admin before any client conversation begins.
Sales Agent
0 min
Agent creates renewal quotes before the conversation starts
When a contract approaches expiry, the agent creates a renewal opportunity in Autotask, generates a draft quote with current pricing, and notifies the account manager — the renewal pipeline starts automatically.
Marketing
30 min / week
Manual CRM sync from Autotask
Marketing manually exports new company records from Autotask and imports them into the CRM each week — a 30-minute process that always leaves a gap between account creation and CRM availability.
Marketing Agent
0 min
Agent syncs new Autotask accounts to the CRM automatically
When a new company is created in Autotask, the agent creates the matching record in HubSpot within about a minute — campaign lists stay current without a weekly manual export.
Customer Support
120 min / week
Manual alert-to-ticket logging
Technicians manually check monitoring dashboards, log into Autotask to create tickets, and paste alert details into the description — 8-12 minutes per alert before work can begin.
Customer Support Agent
0 min
Agent triages tickets and notifies technicians within about a minute
When a monitoring alert fires, the agent creates the ticket, adds triage notes, and posts to #helpdesk — technicians see new work without logging into the PSA.
Human Resources
50 min / week
Manual resource utilisation tracking
HR manually reviews Autotask resource reports each week, cross-referencing task assignments and time entries to spot unassigned work or burnout risks — 45-60 minutes of report-pulling every Monday.
Human Resources Agent
0 min
Agent surfaces unassigned tasks and overtime risks before they become problems
The HR agent checks resource assignments and time entry totals every week, flagging gaps and over-hours to the service delivery manager before they affect client delivery.
Finance
90 min / week
Manual pre-invoice time audit
Finance manually reviews every time entry in Autotask before each invoice run, checking contract associations and flagging anomalies — a 90-minute process that delays invoice dispatch when volume is high.
Finance Agent
0 min
Agent validates every time entry before the invoice run
Before billing closes, the agent audits all billable time entries, verifies contract associations, and delivers a pre-checked exceptions list — the finance team reviews exceptions, not every entry.
Operations
40 min / week
Manual weekly queue review
Operations managers manually pull queue reports from Autotask each Monday, format the data, and share it in the standup — 30-45 minutes of prep every week before the team has visibility.
Operations Agent
0 min
Agent posts a full queue state summary before every standup
Every Monday the operations agent searches Autotask, summarises all open tickets by queue and technician, and posts the report to Slack — the whole team has the picture before the standup begins.
Legal
25 min / week
Manual contract audit and compliance tracking
Legal manually reviews Autotask contract records monthly, checking for missing fields and expiry dates — gaps are often only caught during quarterly reviews when some contracts have already lapsed.
Legal Agent
0 min
Agent audits contracts weekly and flags compliance gaps automatically
The legal agent checks every active contract in Autotask for required fields and upcoming expiries each week, creating To-Do tasks for any gap — no contract falls through the cracks.

+ 100s of other Autotask automations

Average time saved

40 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

875

Annual ROI

$65,625

Based on Autotask's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Autotask into Actionist

Pick the connection method that suits your environment.

Connect to Autotask PSA using an API-only user account. Create a dedicated API user inside Autotask with the required entity permissions, then provide the username and password here.

Create an API-only user in Autotask

In Autotask, go to Admin > Extensions & Integrations > API Users (Classic) or System Settings > Resources > API Users. Create a new API-only user with a security level that grants API access and entity permissions for every resource your agent will use.

Copy the API username and password

Copy the API username (email format) and the password you set for the API user. Store them securely — you will not be able to view the password in Autotask after the initial setup.

Paste credentials into Actionist

Paste the API username and password into the fields below and click Test connection. Actionist will run a read-only test call to verify the credentials.

Credentials you'll need

API Username*

Autotask Admin > Extensions & Integrations > API Users — create an API-only user and copy the username

API Password*

The password set for the API-only user account in Autotask

Actions

18 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

8 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

MCP servers

MCP servers that work with Autotask

Connect Actionist to MCP servers built for or around this app.

Autotask

MCP server for Kaseya Autotask PSA — provides access to companies, tickets, projects, time entries, and more via the Autotask REST API.

FAQs

Questions about Autotask + Actionist

How does Actionist connect to Autotask PSA?

Go to the Apps tab in Actionist, find Autotask, and click Connect. You will need your Autotask API username, password, and your Autotask zone URL (the subdomain of your PSA instance, e.g. ww2.autotask.net or your custom tenant domain). Autotask uses a two-key API credential: an API-only user account created inside Autotask plus that account's password. Actionist runs a test call to confirm the handshake before any scheduled agent tasks run.

What permissions does the Autotask API user need?

You need an API-only user account inside Autotask with a security level that grants API access. The security level must have entity-level permissions for every resource the agent will touch — Tickets, Companies, Contacts, Opportunities, Quotes, Tasks, Time Entries, and Projects. For webhook triggers, the API user's security level must also have the webhook creation permission explicitly enabled (it is off by default in Autotask's security level settings).

Can I connect Autotask to other apps in the same workflow?

Yes. Autotask is built as the central hub for MSP and IT team operations, so it pairs well with monitoring and RMM tools, quoting platforms, and business apps. Common combinations: create a ticket in Autotask when a Slack alert fires; sync new contacts to a CRM like HubSpot when a company is created; push time entry data to Google Sheets for billing analysis; notify the team in Slack when a high-priority ticket is created or updated. Any of Actionist's connected apps can work alongside Autotask in the same scheduled agent task.

What are the most common things agents do with Autotask?

The four most common patterns are: (1) ticket triage — automatically creating tickets and routing them to the right queue when an alert or email arrives from a monitoring tool; (2) time entry validation — checking that time is logged against open contracts before billing closes each week; (3) opportunity pipeline hygiene — updating opportunity stages and attaching quotes when deals progress in external CRM records; (4) client reporting — reading ticket counts, time entries, and contract data from Autotask and writing a formatted summary to Google Sheets or Slack for the weekly account review.

How quickly do Autotask triggers fire?

Autotask webhook triggers typically fire within about a minute of the event in Autotask. Under heavy load the Autotask platform can take up to five minutes before a callout fires. Non-webhook triggers — such as New Invoice or New Opportunity — are polled on a schedule; Actionist checks for new records within about a minute of the poll interval. For time-critical workflows like ticket creation alerts, use the webhook-backed triggers (New Ticket, Updated Ticket, New Contact, Updated Company, etc.).

Does Actionist use the Autotask REST API or SOAP API?

Autotask has two API surfaces: the legacy SOAP API and the modern REST API (v1.0+). The REST API is the recommended path for new integrations and is what the Autotask MCP server and Actionist's native integration use. The REST API requires version 1.0 or above and uses JSON. If your Autotask instance is older or you have an existing SOAP integration, webhooks still require API version 1.6 or above of the SOAP interface. Check your Autotask instance version in Admin > API Integrations before configuring.

Can the agent read and write Autotask custom fields (UDFs)?

Yes — Autotask's entity model natively supports custom fields on most resources including Tickets, Companies, Contacts, and Opportunities. When the agent creates or updates a record, you can pass custom field values as part of the action payload. When the agent reads a record, custom field values are returned alongside standard fields. The API Request (Beta) action gives you direct access to any REST endpoint if you need to work with custom entities or UDFs that go beyond the standard action set.

How do I make sure time entries are created against the right contract?

Autotask time entries are tied to tickets, tasks, or projects and to a specific resource (technician). When the agent creates a time entry, it must supply a valid ticket or task ID, the resource ID, the start and end date/time, and the number of hours. The agent can find the correct ticket or task with Find Ticket or Find Task before creating the entry. For billing purposes, the entry must reference a contract or service that is active for that company — the agent can verify this with Find Contract before committing the time.