Autotask Integrations

Build & publish in-app integrations with our Autotask connector

Autotask connector icon

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 service, productivity and profitability.

Book a demo to learn more about integrating with Autotask

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.

Why integrate with Autotask

Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded integration platform enables you to create integrations between your application and Autotask, as well as 100s of other apps, using low code tools.

Available Methods and Endpoints

List Opportunities
Action
This method allows you to get the details of all Opportunities.
Get Opportunity
Action
This method allows you to get the details of a single Opportunity.
Delete Opportunity
Action
This method allows you to delete a Opportunity.
Update Opportunity
Action
This method allows you to update a Opportunities.
List Users
Action
This method allows you to get the details of all Users.
Delete Subscription
Action
Removes a Webhook Subscription.
List Subscriptions
Action
Returns a linting of all Webhoook Subscriptions.
Add Subscription
Action
Create a webhook subscription
Delete Person
Action
This method allows you to delete a Person.
Get Person By Email
Action
This method allows you to get the details of a single Person by specifying a Person Email Address
Create Person
Action
This method allows you to add a Person.
Update Person
Action
This method allows you to update a Person.
List People
Action
This method allows you to get the details of all People.
Get Person By ID
Action
This method allows you to get the details of a single Person by specifying a Person ID
Get Project
Action
This method allows you to get the details of a single Project.
List Projects
Action
This method allows you to get the details of all Projects.
Update Project
Action
This method allows you to update a Projects.
Delete Project
Action
This method allows you to delete a Project.
Update Task
Action
This method allows you to update a Tasks.
Create Task
Action
This method allows you to add a Task.
Get Task
Action
This method allows you to get the details of a single Task.
List Tasks
Action
This method allows you to get the details of all Tasks.
Delete Task
Action
This method allows you to delete a Task.
List Customer Sources
Action
This method allows you to get the details of all customer sources.
Delete Lead
Action
This method allows you to delete a lead.
Upsert Lead Custom Field
Action
"Upsert" (update + insert) update or create a lead by a custom field.
Get Lead
Action
This method allows you to get the details of a single lead.
Upsert Lead
Action
"Upsert" (update + insert) update or create a lead.
Convert Lead
Action
Converts a lead to a person record.
Create Lead
Action
This method allows you to add a company.
Update Lead
Action
This method allows you to update a lead.
List Leads
Action
This method allows you to get the details of all Leads.
List Lead Statuses
Action
This method allows you to get the details of all lead statuses.
See Lead Activity
Action
Get Company
Action
This method allows you to get the details of a single Company.
List Companies
Action
This method allows you to get the details of all Companies.
Delete Company
Action
This method allows you to delete a Company.
Update Company
Action
This method allows you to update a Company.
Person Deleted
Webhook
Notification that a Person has been deleted.
Person Added
Webhook
Notification that a new Person has been added.
Person Updated
Webhook
Notification that a Person's details have been updated.

Do you want to access something that's not currently listed? Just let us know and we can add it to the connector for you!

What Methods do you Need?

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.

Data Tools

  • When a new goal has been added in the dashboard trigger a new metric post to the data tools
  • Update dashboard from new rows in data tool

Project Management

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

Some of the many benefits of using Cyclr as your integration solution

Native

Transform your API from backend to frontend, from developer focused to business user focused.

Deliver integrations natively from within your own application and add value to your end-users.

Build Quickly

Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.

Be responsive to the needs of your clients and your sales team.

No code integrations

Use our drag and drop integration builder to create integrations, then click to publish them to your app.

Your users can then search and deploy these integrations in a couple of clicks.

Ready to start your integration journey?

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Book a demo to see Cyclr in action and start creating integration solutions for your customers