Autotask PSA

Use Flowgear's pre-built connector to integrate with Autotask PSA

Product description

Autotask PSA is a business management platform specifically designed for technology solution providers - integrating CRM, Service Desk, Contracts, Projects, Billing, Reporting and more.

Automate the flow of information between Autotask PSA and your accounting software.

Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!

Frequently used with

Popular examples and use cases

Process invoices & credit notes | Manage products | Use the Autotask Reference field to identify the periods to which an invoice or credit note values should be accrued

Benefits of using this connector

  • Keep financial information in sync
  • Automate billing transactions, customer updates
  • Manage your collection process, credit notes and write-offs in your accounting system
  • Schedule sending of original invoices and credit notes from Autotask, and statements from accounting system
  • Enable the account management team to plan quarterly business reviews with customers

Help articles

  • Autotask

    Flowgear's Autotask Connector provides integration with Autotask via its API

Customer stories

  • Keenondots

    Keenondots gives its resellers the cloud service solution they need using Flowgear to integrate disparate systems

    Dutch Cloud Automation Platform provider Keenondots integrated the Odin Service Automation with Autotask PSA software using the Flowgear integration platform and professional services.

    Read more

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