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Neo integrates with the typical MSP stack to automate and streamline operations. Most tools in Integrations → Directory show what Neo can do with them when you hover over the card or open the tool. If you can create agents and message Neo Support, each use case also has a Set up with Neo button that opens Neo Support with the request ready to send.
Connecting your PSA first is mandatory to allow Neo to start reading and automating from incoming tickets in your PSA

PSA

Automates ticket management, client data synchronization, and workflow orchestration.

Documentation

Retrieves client documentation and provides knowledge base integration.

RMM

Monitors endpoints, executes remote commands, and manages device health.

Marketplaces

Tracks software licenses, manages subscriptions, and automates provisioning.

M365 & Azure

Automates identity management, mailbox operations, and user provisioning.

Microsoft Teams

Surfaces notifications, approvals, and bot interactions directly in Teams.

Slack

Posts workflow notifications inside Slack, and puts your branded chat agent in your clients’ Slack workspaces. Approval requests go to Microsoft Teams or inline in chat.

TimeZest

Automates appointment scheduling and calendar management for end-user bookings.

ScalePad

Reads client and asset data, manages Lifecycle Manager content, ControlMap compliance, Quoter quotes, and Backup Radar backup health.

Huntress

Reads Huntress incidents, hosts, and detections, and resolves them with technician sign-off — including host isolation and travel exceptions.

ThreatLocker

Reads computers, applications, and policies, and resolves pending approval requests with technician sign-off.

AutoElevate

Reads privilege-elevation requests and the file, publisher and user behind each one, and approves or denies with technician sign-off.

Proofpoint Essentials

Adds senders to client safe and block lists and manages users and domains. Releasing quarantined email stays in the Proofpoint console.

Hornetsecurity 365 Total Protection

Searches client email, releases, reclassifies and deletes held email, and allows or denies senders.

Mimecast

Finds reported and held email, judges whether it is phishing, releases good mail and blocks bad senders.

SentinelOne

Reads threats, alerts and endpoints, closes threats with the right verdict, and mitigates threats or isolates endpoints.

KnowBe4

Adds and archives users with onboarding and offboarding, reports on training and phishing tests, and triages PhishER reports, in each client’s KnowBe4 account.

Wizer

Adds and disables a client’s training users, starts courses, and reports who has not finished.

Ubiquiti UniFi

Reads consoles, sites, devices and clients across your UniFi fleet; restarts devices and changes networks or firewall rules with technician sign-off.

Domotz

Reads collectors, devices, history and alerts at each client site; edits devices and monitoring, power cycles a device through its switch port or PDU, and resolves the alert once it is back.

Auvik

Network device status, uplinks, alerts and billing usage at each client site; dismiss alerts.

Zabbix

Reads hosts, open problems and latest values from your Zabbix server; acknowledges and closes problems, sets maintenance and runs your Zabbix scripts.

VMware vSphere

Creates virtual machines from your templates and manages them in vCenter: power, resize, snapshot, move and delete; reads hosts, datastores and alarms.

Cisco Meraki

Reads device status, uplinks, events, switch ports and Wi-Fi clients across your Meraki organizations, runs live diagnostics, and reboots devices or changes settings with the approvals you choose.

WatchGuard

Checks Fireboxes and access points after an offline alert, manages Firebox exceptions and policies, and reads and acts on endpoint security and ThreatSync, across every WatchGuard Cloud account you manage.

SonicWall

Reports firewall inventory, licences and firmware across your MySonicWall tenants, schedules upgrades and restarts, and reads VPN and link status, rules and security data through Network Security Manager.

FortiMail

Explains why a message was quarantined or blocked from your FortiMail’s quarantine, logs, policies and profiles, releases it when it is safe, and manages safelists and blocklists for each client’s protected domain.

Sophos

Checks a device in Sophos when your RMM says it is offline, reads and acts on Sophos alerts, isolates and scans endpoints, and reads firewalls, email quarantine and mobile devices, across every Sophos Central tenant you manage.

CentralReach

Creates and deactivates staff accounts in your clients’ CentralReach practices, with their labels, custom fields and tasks, as part of onboarding and offboarding.

Adobe Admin Console

Creates and removes Adobe users in your clients’ Adobe organizations, assigns and frees Acrobat and Creative Cloud licences, and reports seats used and free.

Dayforce

Starts onboarding from each new hire in your clients’ Dayforce, with names, titles, departments and managers from the HR record, and writes the new work email back.

Okta

Onboards and offboards users in your clients’ Okta orgs, resets passwords and MFA, assigns apps and the licences they provision, and reads the System Log.

Samsara

Reads where your technicians’ vehicles are and were, when they arrived at and left a client site, and who drove them, so agents can log onsite time.

OpenWeather

Checks client sites for storms and weather alerts, and the weather when a site went offline, so agents can act through your RMM.

Zoho Desk

Reports ticket trends and response and resolution times from your Zoho Desk, and reads and works its tickets, contacts and accounts.

Jotform

Reads your clients’ Jotform submissions, such as new starter, leaver and device requests, so agents act on each one.

Password Link

Sends new and reset passwords to your clients’ end users as secret links that stop working at their view limit, and checks that each link was opened.

Pia

Runs your Pia automations on a ticket, follows each run to its result and notes it on the ticket.

Moovila

Reads your Moovila projects with their RPAX risk score, tasks, budgets and time, and estimates each person’s capacity from Moovila’s task data.

Smartsheet

Reads and updates your Smartsheet project plans, and keeps them in step with your Autotask projects in both directions.

CyberQP

Verifies end users before a reset, manages just-in-time admin accounts, and reads customers, agent GUIDs and the install token from CyberQP.

MSP Process

Verifies the caller with a code or a Duo or Microsoft push, sends temporary passwords as one-time secure links, and reads who is on call.

TP-Link Omada

Reads devices, clients and alerts across your Omada customers and sites, reboots devices, blocks clients, issues vouchers and changes WiFi, network and firewall settings with the approvals you choose.

Uniview Backup

Reads backup status, backup jobs and BackupIQ alerts from Unitrends and Kaseya backup, so agents can close backup alerts that have recovered.

Datto BCDR

Connects your Datto Partner Portal API key for SIRIS, ALTO and NAS backup appliances and SaaS Protection.

Redstor

Reads backup and restore results and backup errors from the RedApp, so agents can close Redstor error reports once the failed backups have succeeded, and manages clients and subscriptions.

Acronis

Connects your Acronis partner tenant with an API client, so agents triage EDR incidents, handle failed backups and alerts, and manage plans, users and services for each customer.

Axcient

Connects your Axcient x360 partner account with an API key, so agents check backup alert tickets against each job’s runs and AutoVerify tests, and report backups across your clients.

CIPP

Works Microsoft 365 tickets in your customers’ tenants through your CIPP instance: accounts, MFA, mailboxes, quarantine, devices and sign-in alerts.

BeyondTrust EPM

Looks up JIT application access requests and the computer behind each one, to put elevation tickets on the right client.

SaaS Alerts

Connects your SaaS Alerts partner API key for Microsoft 365 and Google Workspace security alerts.

AbuseIPDB

Checks the IP addresses in your security alerts against AbuseIPDB’s abuse reports, and reports confirmed attackers.

ConnectWise CPQ

Connects your ConnectWise CPQ API keys.

Kaseya Quote Manager

Connects your Kaseya Quote Manager API key.

myITprocess

Connects your myITprocess API key, so agents read reviews, roadmaps and QBR meetings.

QuoteWerks

Connects your QuoteWerks Web API key.

Datto EDR

Connects your Datto EDR and Datto AV console with an API token.

Field Effect MDR

Connects your Field Effect MDR Portal with an API key, so agents work AROs from the ticket.

Dark Web ID

Connects your Dark Web ID partner user, so agents run live searches and work compromises from the ticket.

Acronis Email Security

Connects your Acronis Email Security (Perception Point) console with an admin’s API key, so agents release quarantined email and check, report or block phishing.

INKY

Connects your INKY email security with an API key, so agents triage reported email with INKY’s own verdict.

Cisco Umbrella

Connects your Umbrella Multi-org, MSP or provider console with an API key, so agents manage allow and block lists from the ticket.

VirusTotal

Connects your VirusTotal API key, so agents check the hashes, links, domains and IPs in a ticket and submit new samples.

GeoCerts

Connects your GeoCerts CertCommand API key, so dashboards list your active and expiring SSL certificates and agents open a ticket before one expires.

DNSFilter

Connects your DNSFilter MSP organization with an API key, so agents report the threats it blocked for each customer and allow or block domains from the ticket.

iboss

Connects each client’s iboss account with an API key, so agents find why a site is blocked, allow or block domains, and report on web activity.

Nextiva

Connects your Nextiva Voice account with a BroadWorks login, so agents watch call centers, sign out agents who left and track calls.

Call Harbor

Connects your Call Harbor reseller account with an API key, so dashboards show each client’s calls and queue statistics, and agents work phone tickets.

3CX

Connects each client’s 3CX phone system, so agents add a new starter’s extension, remove a leaver’s, and work phone tickets with the client’s queues, phones and call history.

Petra Security

Connects your Petra Security organization with an API key, so agents add Microsoft 365 compromise incidents to tickets and report failed attacks and posture for each client.

RoboShadow

Connects your RoboShadow refresh token, so agents read CVEs, missing patches and endpoint security, and patch through your RMM.

Notion

Syncs the Notion pages you share into Neo’s documentation search, so the right SOP reaches each ticket, and lets agents read and write your workspace.

Duo

Verifies a caller with a Duo Push, clears MFA lockouts, and enrolls and offboards users, in your own account or a client subaccount.

Avanan

Adds senders and domains to a client’s Avanan allow or block list from the ticket, and finds, quarantines or restores a message.

OpenText Secure Cloud

Sets up and removes users’ Microsoft 365 licences in Secure Cloud (formerly AppRiver), reads what each client pays for, and scans or isolates Webroot endpoints.

QuickBooks Online

Searches your invoices, payments and customer balances to answer clients’ billing questions, and creates, voids or emails records as you allow.

HubSpot

Keeps HubSpot contacts and deals in step with your PSA’s contacts and opportunities, both ways, and reads or updates any CRM record for a ticket.

HighLevel

Copies each lead you mark as hot in HighLevel into your PSA as a company and a contact, once, and reads or updates any CRM record for a ticket.
Browse the nav for the full list of supported PSAs, RMMs, marketplaces, and documentation systems — each has its own setup guide.
The tool you need is not listed? Request an integration. When the vendor has a usable API, Neo builds the integration within 5 working days.