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Datto Autotask PSA

Run your Autotask service desk from workflows: create, update and find tickets, add notes, log time, manage companies, contacts, projects and tasks, and start a workflow when a ticket is created, updated, changes status or is assigned.

actions
25
triggers
13

Triggers

Start a workflow when something happens in Datto Autotask PSA.

  • New Datto Autotask PSA ticketRuns when a ticket is created in Autotask.
  • Datto Autotask PSA ticket updatedRuns when a ticket changes or has new activity (a note or time entry) in Autotask.
  • Datto Autotask PSA ticket status changedRuns when a ticket's status changes in Autotask, such as to Complete.
  • Datto Autotask PSA ticket assignedRuns when a ticket gets a primary resource in Autotask, when it is created or reassigned.
  • New Datto Autotask PSA ticket noteRuns when a note is added to a ticket in Autotask.
  • New Datto Autotask PSA companyRuns when a company is added in Autotask.
  • Datto Autotask PSA company updatedRuns when a company changes or has new activity in Autotask.
  • New Datto Autotask PSA contactRuns when a contact is added in Autotask.
  • Datto Autotask PSA contact updatedRuns when a contact's details change in Autotask.
  • New Datto Autotask PSA time entryRuns when time is logged in Autotask.
  • New Datto Autotask PSA projectRuns when a project is created in Autotask.
  • New Datto Autotask PSA taskRuns when a task is added to a project in Autotask.
  • New Datto Autotask PSA configuration itemRuns when a device or other configuration item is added in Autotask.

Actions

Steps a workflow can run in Datto Autotask PSA.

  • Create ticketOpen a service desk ticket for a company. Status, priority and queue default to the account's defaults.
  • Get ticketGet a ticket by its id or ticket number, with its status, priority, queue and a link to open it.
  • Update ticketChange a ticket: its status (such as Complete), priority, queue, due date, resource, resolution and other fields. Empty fields are left as they are.
  • Find ticketsFind tickets by number, title, company, contact, status, priority, queue, resource or date, oldest first.
  • Add ticket noteAdd a note to a ticket. Who can see it and its type default to the account's defaults.
  • List ticket notesList a ticket's notes, oldest first.
  • Log timeLog time a resource worked on a ticket or a project task. Give the hours, or a start and end time.
  • Find time entriesFind time logged on a ticket or task, by a resource, or between two days, oldest first.
  • Delete time entryDelete a time entry that isn't on a submitted timesheet or posted yet.
  • Create companyAdd a company (a customer, lead, prospect or vendor).
  • Get companyGet a company by its id, with its type, address and a link to open it.
  • Update companyChange a company's name, type, contact details or account manager, or make it inactive. Empty fields are left as they are.
  • Find companiesFind companies by name, type, phone or when they were added, oldest first.
  • Create contactAdd a contact (a person at a customer) to a company.
  • Update contactChange a contact's name, email, phone or job title, or make them inactive. Empty fields are left as they are.
  • Find contactsFind contacts by email, name or company, oldest first.
  • Delete contactDelete a contact. Autotask refuses when the contact is on a ticket or task; make them inactive instead.
  • Create projectStart a project for a company. Status and type default to the account's defaults.
  • Update projectChange a project's name, status (Complete completes its tasks too), end date, description or lead. Empty fields are left as they are.
  • Find projectsFind projects by name, company, status or type, oldest first.
  • Create taskAdd a task to a project. Status and type default to the account's defaults.
  • Update taskChange a project task's title, status (such as Complete), description, estimate or due date. Empty fields are left as they are.
  • Find tasksFind project tasks by project, title, status or resource, oldest first.
  • Find configuration itemsFind a company's devices and other configuration items by name, serial number or type, oldest first.
  • Find resourcesFind Autotask users (resources) by name or email, for their ids.

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