Skip to main content

​
Setup Overview

Setting up the Autotask integration involves three main steps:

Creating an API Member

Set up a dedicated API user with the proper permissions and security levels for Neo Agent to access your Autotask system.

Connecting to Neo Agent

Configure the connection between your Autotask system and Neo Agent using API credentials and integration settings.

Notifying Ticket Contacts via Email

Allow Neo Agent to notify ticket contacts via email when it adds notes or updates tickets.

​
Prerequisites

Before starting the integration setup, ensure you have:
  • Admin Access: Full administrative access to your Autotask system
  • API Permissions: Ability to create API users and manage security levels
  • Workflow Access: Permissions to create and manage Autotask workflow rules
  • Company Decisions: Clear understanding of which queues, user-defined fields, and notification preferences will be in scope