Autotask PSA integration for support workflow with GenticFlow
Connect Autotask PSA to your technician support workflow
Bring Autotask PSA tickets into GenticFlow with endpoint context, investigations, and technician tools. Use supported ticket sync to keep findings and notes with the case. Keep Autotask PSA for the service or business workflows your team needs.
What GenticFlow does with this integration
Bidirectional Ticket Sync
- Webhook-based real-time sync
- Status, priority, and queue sync in both directions
- Resolution notes and comments posted automatically
- Organization mapping and contact matching
Support workflow connected to your PSA
- Printer and browser issues investigated with endpoint evidence and supported next steps
- Approved device actions run through the GenticFlow agent
- Full diagnostic log posted to the ticket
- Ticket status updated in Autotask when resolved
Support context and technician action
- Connect the ticket to available user and endpoint context
- Use read-only Investigations to gather evidence
- Review findings and use remote control, terminal, files, or supported playbook actions
- Keep findings and notes with the support record
- Use configured knowledge to assist user questions
Built for Multi-Client Delivery
- Per-client category controls - decide what gets handed over for each client
- Multi-tenant visibility across all Autotask clients
- Resolution notes post directly inside your PSA workflow
- Escalations handed back to your technicians with full investigation context
How It Works
Connect your Autotask PSA instance
API credentials setup in under 5 minutes.
Choose which ticket categories to hand over
Start with passwords, printers, browsers. Expand at your own pace.
GenticFlow classifies support issues, investigates the device where needed, proposes approved actions, and records the outcome
Tickets are triaged by issue type. Supported types are diagnosed with resolution proposed for approval. The rest are investigated with diagnostics posted as notes.
Outcome and evidence written back to Autotask
Notes, comments, and status updates appear in your PSA automatically.
Keep Autotask PSA as the system of record.
Keep Autotask PSA as your ticket record where it fits. Bring tickets into the GenticFlow support workflow with endpoint context, investigations, and technician tools, then keep findings and notes with the case.