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.
Configuring End-User Email Notifications
Configure how Neo Agent sends email notifications to your customers when updating tickets.
How Permissions Work
Neo Agent uses two layers of access control: the Autotask security level sets the maximum API access (configured during setup), while the Neo Agent dashboard controls what Neo actually does — which areas it can read, write, or ignore, and whether actions require technician approval.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