NewPlan your 2027 AI roadmap with Caddi DiscoverOn demandBox + Caddi webinarOther eventsNext: ADVISE AI, Oct 20–22
In-ProgressCross-vertical

Automate Autotask with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Autotask. It runs the Autotask steps your team does by hand today, and connects it to ConnectWise, NinjaOne, and Quickbooks. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Autotask integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Autotask and every tool it touches, including the screens with no API.

Building on the Autotask API?

How to automate Autotask

  1. Connect Autotask to Caddi

    Allow

    1Sign in to Autotask

    One click with your own Autotask login. No API keys.

  2. Automate request to ticket in Autotask.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Autotask integrations

Connect Autotask with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Autotask

Why teams automate Autotask

Autotask is the MSP's system of record for tickets, contracts, and billing, but feeding it, from inbound requests to time and billing, still runs on manual entry. Caddi AI Agents automate the loops around Autotask so nothing waits to be keyed in.

Every request, alert, and time entry fans out across Autotask, the RMM, and accounting. Caddi runs that fan-out automatically so the next manual touch is a review, not data entry.

Loops Caddi runs against Autotask

  • Request to ticket

    Recommended pattern
    1. Autotask
    2. Microsoft Outlook

    Caddi turns inbound email and alerts into correctly-routed Autotask tickets with the right queue, priority, and contract.

  • Time & billing sync

    Recommended pattern
    1. Autotask
    2. Quickbooks

    Caddi reconciles time entries and contracts against Autotask and posts invoice-ready records to accounting.

Where professional services teams use it

  • Inbound triage

    Watch Autotask for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Autotask in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Autotask alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Autotask update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Autotask

Does Caddi have a real Autotask integration?

Yes. Caddi runs verified code against Autotask's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Autotask is reviewed before it runs in production.

Do I need engineering help to automate Autotask with Caddi?

No. You demonstrate the workflow, clicking through Autotask the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Autotask data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Autotask, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Autotask to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Autotask, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Autotask?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Autotask

Browse all
See it on your stack

Ready to automate Autotask?

Drop your work email and we'll show you Caddi running end-to-end against Autotask and the rest of your stack.