Autotask, on autopilot.
Neo classifies every Autotask ticket, dispatches it to the right tech, and runs L1 fixes end-to-end, right inside your PSA.
What Neo does with Autotask PSA.
Issue Type, Sub-Issue, Queue, Priority
Neo reads the ticket and populates the full Autotask classification consistently, learned from your historical tickets.
Right tech, right now
Routes using technician availability, skillset, and current load. Respects your existing queues and assignment rules.
L1 work, end-to-end
Password resets, MFA unlocks, mailbox permissions, stale DHCP, printer queues, executed and closed inside Autotask.
Concrete work Neo handles in Autotask PSA.
User onboarding
Reads the request, checks client policies, provisions across M365 + Entra + Pax8 + Intune, writes back to the manager.
Logged automatically
Every Neo action posts an Autotask time entry with the work type, resolution, and notes your techs would have written.
SLA-aware triage
Prioritizes and escalates before SLAs breach. Handles backup and monitoring alerts automatically.
Noise reduction
Detects duplicate tickets and merges them cleanly, keeping history intact.
Live in under an hour.
Connect, configure, go. No code, no long implementation.
Authenticate with Autotask
Connect with a dedicated API user and scope permissions: None / Read / Write per module.
Map queues and types
Neo ingests your Autotask structure and historical tickets. Confirm what you want automated.
Go live
Test mode first, then propose or autonomous per action. Live in two hours, alongside your techs.
Questions about the Autotask PSA integration.
How does Neo integrate with Autotask?+
Neo uses the Autotask REST API with a dedicated API user. It reads and updates tickets, time entries, contacts, and contracts based on the permissions you grant.
Does Neo support Autotask custom fields (UDFs)?+
Yes. UDFs and custom queues are mapped at setup so Neo classifies and routes the way your team expects.
Will it conflict with my existing workflows?+
No. Neo runs alongside your existing workflow rules, respecting queues, assignments, and SLA policies.
How long does setup take?+
Hours, not weeks. Most MSPs are live in two hours.
Ready to wire up Autotask PSA?
14-day free trial. No credit card. Live in under an hour, right inside your stack.