We are an MSP and use both monday.com and Autotask PSA. Our technicians primarily use Autotask so we are looking for ways to integrate the two. I have done some automation experimentation, but only rudimentary.
Has anyone integrated the two or know if it’s possible using a service like Make.
Our goal is to trim down on duplicate entries in tools. If a technician is working through steps in a project board in monday.com, it would be awesome if their time spent on the step, as well as notes, could populate to an already established ticket within Autotask.
There is no native Autotask PSA integration with Make.com, but it could be possible to “connect” monday and Autotask PSA.
Looking through the relevant documentation, I would suggest sending an email at developers@datto.com explaining what you want to achieve.
If it is possible and should you require any professional assistance, we have a team with great experience in creating custom complicated make integrations and we would be happy to help. You can find us at info@thespelas.com .
Hope this helps!
Giannis, Implementation Consultant at thespelas.com