Automate Autotask with Caddi
Built for professional services teams.
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 automates the loops around Autotask so nothing waits to be keyed in.
Automating Autotask takes one screenshare.
Show Caddi the Autotask workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.
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Record it once
Screen-share the Autotask task the way you already do it.
- 2
Caddi builds it
It writes verified code, tests it, and connects the rest of your stack.
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It runs for you
The automation runs on demand, every time, with no model in the loop.
What Caddi does with Autotask
Why teams automate Autotask
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 patternCaddi turns inbound email and alerts into correctly-routed Autotask tickets with the right queue, priority, and contract.
Time & billing sync
Recommended patternCaddi 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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Autotask with no model in the loop.
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.
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.