AutoTask is an IT business management product used primarely by Service Providers.

CloudMonix integrates with Autotask by creating and resolving service tickets when its alerts are raised or resolved.  Just like with other types of notifications, you are able to control what resources, resource groups and mininum severities are sent to what specific Autotask accounts and service queues.

Three general steps to integrate CloudMonix with Autotask

  1. Find out Account IDs of specific accounts that CloudMonix will assign tasks to 
  2. Setup new Integration definition(s) in CloudMonix for specific Accounts in Autotask
  3. Tell CloudMonix which notifications should be sent to Autotask

Detailed steps to integrate CloudMonix with Autotask

  • Navigate to Account Search screen by logging into Autotask website, and clicking on upper-left menu icon, choosing CRM option, and then Account Search

  • Bring up Account that will be assigned tasks from CloudMonix and note its Account ID.  Account ID can be retrieved from the account browser dialog's URL
  • Navigate to CloudMonix and find Integrations screen under Account Settings
  • Click on Autotask integration and add a new Autotask integration
  • Enter previously noted Account ID along with your Autotask username and password under Credentials dropdown
  • Choose Autotask queue from the now-populated dropdown.  Note: Queue dropdown will only populate after valid Autotask credentials have been entered

  • Press Test button to ensure that a test service ticket can be created and successfully resolved
  • Repeat this process if you have more Accounts that need to assigned CloudMonix notifications
  • Now, the last step is to tell CloudMonix what notifications, from what resources need to be published to what particular Autotask Accounts
  • Navigate to Notifications screen under Account Settings in CloudMonix and create new notification rule(s) that send notifications from monitored resources to your newly defined Autotask Accounts.  Learn more about Notification Management here