Autotask PSA connector for Okou
Connect Autotask PSA to query and manage core service-desk, project, resource, and business records.
Sales & operations · API User Credentials
Use Autotask PSA in Okou
Datto Autotask PSA REST API for querying and managing companies, contacts, tickets, ticket notes, resources, projects, tasks, time entries, contracts, configuration items, services, appointments, and zone metadata.
Once connected, supported Autotask PSA actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Autotask PSA
- Read Autotask appointments and appointment metadata.
- Read Autotask companies and company metadata.
- Read Autotask contacts and contact metadata.
- Read Autotask company notes and note metadata.
- Read Autotask configuration items and metadata.
- Read Autotask contracts and contract metadata.
- Read Autotask projects and project metadata.
- Read Autotask resources and resource metadata.
How the Autotask PSA connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Autotask PSA
Choose API User Credentials.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Autotask PSA securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API User Credentials
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Autotask PSA connector questions
- What can Okou do with Autotask PSA?
- Connect Autotask PSA to query and manage core service-desk, project, resource, and business records. Documented actions include: Read Autotask appointments and appointment metadata. Read Autotask companies and company metadata.
- How do I connect Autotask PSA to Okou?
- Connect Autotask PSA using API User Credentials. The connection controls which supported actions a workflow can use.
- Can Autotask PSA run in an automated workflow?
- Yes. After it is connected, supported Autotask PSA actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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