Autotask connector icon

Autotask Integrations

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

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Autotask connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Autotask, so you can provide in-app Autotask integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Autotask Integrations

Quickly create integrations between your SaaS application and Autotask with Cyclr's low code integration builder. Publish your Autotask integration into your application using Cyclr's white label embedded integration marketplace.

Project Management

  • Trigger a new project management board when a new goal has been added to the dashboard

ORCHESTRATION

How Autotask works with Cyclr

Cyclr sits between your SaaS product and Autotask to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Autotask

    Autotask processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Autotask methods you can orchestrate through Cyclr.

Companies7

Get Company

Action

Retrieves the specified company.

List New Companies

Action

Retrieves companies created since the last time this action was executed.

Search Companies

Action

Use advanced filters to search for specific Companies.

List Companies

Action

Retrieves all companies.

Update Company

Action

Updates the specified company.

Create Company

Action

Creates a new company.

List Updated Companies

Action

Retrieves companies updated since the last time this action was executed.

Contracts8

Get Contract

Action

Retrieves the specified contract.

Update Contract

Action

Updates the specified contract

List Updated Contracts

Action

Retrieves contracts updated and created since the last time this action was executed.

List Contracts

Action

Retrieves all contracts.

Create Contract

Action

Creates a new contract

Get Contract Service Unit

Action

Get a contract service unit.

Search Contract Service Bundle Units

Action

Retrieves all contract service bundle units matching a particular filter.

List Contract Service Units

Action

List all contract service units.

Projects10

Create Project

Action

Create a new project.

List Projects

Action

Lists all projects.

Get Project

Action

Get the specified project.

List New Projects

Action

Lists all projects created since the last run date.

Update Project

Action

Update the specified project.

Create Project Note

Action

Create a new project note.

List New Project Notes

Action

List all project notes created since the last run date.

Update Project Note

Action

Update the specified project note.

Get Project Note

Action

Get the specified project note.

List Project Notes

Action

List all project notes.

Tickets17

List Updated Tickets

Action

List all tickets updated since the last cycle.

Get Ticket Status Name

Action

Get the ticket status name by ID.

Search Tickets

Action

Query all tickets based on the specified search query.

Get Ticket

Action

Get a ticket specified by ID.

List Tickets

Action

List all tickets.

List Tickets Status Name

Action

List all tickets status names.

List New Tickets

Action

List all tickets created since the last cycle.

Create Ticket

Action

Create a ticket.

Update Ticket

Action

Update a ticket.

List Field Entity Information

Action

Returns a list of field metadata for tickets.

Get Ticket Category

Action

Get a specified ticket category.

List Secondary Resources

Action

Get a list of all secondary resources for a ticket by ID.

List User-Defined Field Entity Information

Action

Returns a list of user-defined field metadata for tickets.

List Ticket Tag Associations

Action

List all associations between tags and tickets.

Create Ticket Tag Association

Action

Assign a tag to a specified ticket.

Create Ticket Note

Action

Create a note on a new or existing ticket.

Delete Ticket Tag Association

Action

Delete a ticket tag association by ID.

Contacts10

List Updated Contacts (Small Page)

Action

Retrieves contacts updated since the last time this action was executed. The page size of this method is reduced to 50.

Search Contacts

Action

Retrieves all contacts matching a particular filter.

List Updated Contacts By Company

Action

Retrieves contacts associated with the specified company, updated since the last time this action was executed.

Update Contact

Action

Update the specified contact at the specified company.

List New Contacts By Company

Action

Retrieves contacts associated with the specified company, created since the last time this action was executed.

List Updated Contacts

Action

Retrieves contacts updated since the last time this action was executed.

List Contacts By Company

Action

Retrieves all contacts associated with the specified company.

Get Contact

Action

Retrieves the specified contact.

List New Contacts

Action

Retrieves contacts created since the last time this action was executed.

List Contacts

Action

Retrieves all contacts.

Product Vendors4

Create Product Vendor

Action

Creates a new product vendor.

List Product Vendors

Action

Retrieves all product vendors.

Get Product Vendor

Action

Retrieves the specified product vendor.

Update Product Vendor

Action

Updates the specified product vendor.

Opportunities5

Update Opportunity

Action

Update an opportunity.

List New Opportunities

Action

List all opportunities created since last run.

Get Opportunity

Action

Get opportunity with the specified ID.

List Opportunities

Action

List all opportunities

Create Opportunity

Action

Create a new opportunity.

Currencies2

List Currencies

Action

Retrieves all Currencies.

Get Currency

Action

Get the specified currency.

Classification Icons2

Get Classification Icon

Action

Retrieves the specified classification icon by ID.

List Classification Icons

Action

Retrieves a list of classification icons.

Tags4

Create Tag

Action

Create a tag.

List Updated Tags

Action

List all tags updated since the last cycle.

List Tags

Action

List all tags.

List New Tags

Action

List all tags created since the last cycle.

Products5

Create Product

Action

Creates a new product.

List Products

Action

Retrieves all products.

Get Product

Action

Retrieves the specified product.

Update Product

Action

Update the specified product.

List New Products

Action

Retrieves products created since the last time this action was executed..

Countries1

Get Country

Action

Get a country with the specified ID.

Webhooks1

Ticket Updated

Webhook

A webhook triggered when a ticket is updated.

Versions1

Get Version

Action

Get the Autotask version number.

Resources1

Get Resource

Action

Get a specified resource.

TECHNICAL DETAILS

Autotask integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Autotask integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

Autotask Connector Documentation

Read more →Resource

Project Management Integrations: Keeping Teams Efficient

Read more →Resource

What is iPaaS?

Read more →

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