PSA integration
ActiScan for Autotask
A domain that starts failing a check opens an Autotask ticket under the right company, with no one triaging it by hand.
DMARC failing on northfield-cpa.com
NewThe DMARC check started failing on the latest scan. ActiScan's description of the finding is in the ticket.
- Company
- Northfield CPA
- Status
- New
- Priority
- Medium
Opened automatically by ActiScan
Setup
How it works
- 1
Create an API-only resource
Autotask's REST API needs a dedicated API-only user. Get its email, API Integration Code and secret from your Autotask admin.
- 2
Connect
Enter those three values in Settings. ActiScan finds your Autotask instance's own zone-specific API host automatically.
- 3
Match your clients
ActiScan matches your client groups to active Autotask companies by website domain, automatically where it can, with a picker for the rest.
- 4
Tickets open themselves
A domain that starts failing a check opens a ticket under the right company, at Autotask's default New status and Medium priority.
Questions
What ticket fields does ActiScan set?+
The company, a title and a description of the finding, at Autotask's out-of-the-box New status and Medium priority.
What if my Autotask instance requires more fields, like a queue or billing code?+
Some Autotask setups make fields like queue or billing code required for certain ticket categories. If yours does, tickets in that category can't be created until we extend the integration for your setup, so contact us if you hit this.
Does every client group need to be mapped?+
Only groups you want ticketed need a primary domain and a matched Autotask company.
Connect Autotask in your dashboard
Connect it once in Settings. Free for 30 days, with no sales call.