Autotask Integration

Autotask Integration – OnPage Streamlines IT Workflows

OnPage, the industry’s leading incident alert management system is now seamlessly integrated into Datto’s Autotask PSA, a leading IT business management platform that streamlines ticketing and service desk management. The integration complements Autotask’s ticketing capabilities by converting service tickets into intelligent alerts under one unified and integrated platform.

Autotask’s powerful API enables seamless access to OnPage. Alert management is now possible within the interface, allowing MSP teams to send out alerts and create workflows for notifications to be sent automatically based on customizable incident and ticket criteria. This revolutionizes ticketing by decreasing manual transcription errors, ensuring that alert processes are followed consistently and reducing the time between when a ticket is created and when the MSP team responds.

Autotask Integration – OnPage Adds Critical Alerts to the Service Desk

MSPs can program alert escalation so that if the first team member on the alert list does not respond to the loud OnPage alert on their smartphone app within the designated time frame, the alert escalates to the next team member, ensuring that alerts get a quick response and are not missed. The bi-directional integration gives managers access to audit trails of every notification sent out through Autotask, providing visibility to ticket progress and ticket status in real time. The data is also of critical value for post-incident reporting and analysis.

Integration features and benefits include:

• Manage helpdesk processes and incident alert management within the same pane of glass
• Initiate persistent, fast, secure round-trip messages and alerts to mobile devices
• Tickets trigger high-priority alerts that bypass the silent switch on all phones
• Route messages via a flexible escalation workflow and complete audit trail
• Create “follow the sun” schedules for individuals or groups
• Consolidate all incoming alerts in the Autotask platform
• Get full visibility to incident progress
• View real-time ticket and SLA updates

1. Create Integrator Resource in Autotask

• Open the Autotask website and log in.
• Hover over the Autotask logo in the upper left-hand corner of the window.
• From the menu that appears, select Admin > Resources (Users).
• Click New
• On the General tab enter a name of your choosing.
• On the Security tab create your login credentials and set the Security Level to API User (System).
• Click Save & Close.

2. Register Autotask API Credentials in OnPage Enterprise

• Log in to this console using administrator credentials.
• Enter credentials for created Autotask integrator resource in step 1.
• Click Save.

3. Build URL for Selected Recipients Using Wizard

• Select needed recipients and groups.
• Copy URL for Autotask Callout Extension.

4. Create Autotask Callout Extension

• Open the Autotask website and log in.
• Hover over the Autotask logo in the upper left-hand corner of the window.
• From the menu that appears, select Admin > Extensions & Integrations.
• Expand Other Extensions & Tools and click Extension Callouts (Tickets).
• Click New Extension Callout.
• Set Active checkbox.
• Enter callout name.
• Paste built URL from step 3.
• Select POST from the list of HTTP Transport Method.
• Choose Name Value Pair from the list of Data Format.
• Click Save & Close.

5. Create Autotask Workflow Rule

• Open the Autotask website and log in.
• Hover over the Autotask logo in the upper left-hand corner of the window.
• From the menu that appears, select Admin > Workflow Rules.
• Expand Other Extensions & Tools and click Extension Callouts (Tickets).
• Click the New button or Edit existing workflow rule.
• Create needed criteria for workflow rule.
• In the Action segment, choose the just created—in step 4—callout extension in field. Then Execute Callout Extension.
• Click Save & Close.
• Once the ticket is created with predefined criteria, the callout extension will be executed and selected OnPage users will receive OnPage alert.