Integration
Desk Portal for Autotask PSA
Give your clients a modern way to raise requests, follow progress and share files — while your technicians carry on in Autotask PSA. Your service desk stays the system of record.
For your clients
A support experience written for them.
No Autotask PSA login, no training, and no wondering where a request went.
- 1Submit a request in a form written for them, not for a technician.
- 2Attach the screenshot that explains it in one drag.
- 3Follow progress without asking anyone for an update.
- 4Reply in the same thread your team is already using.
- 5Get told when something changes, without an email chain.
Good morning
Your support requests
For your technicians
Your team keeps Autotask PSA.
Nobody learns a second system or watches a second queue. The portal is a surface on top of the service desk you already run, not a replacement for it.
No workflow change
Boards, queues and habits stay exactly as they are. Technicians work the same day they did before.
No second inbox
Client replies land on the request already in front of your team. There is nothing extra to check.
No risk to the record
Every change is written back, so Autotask PSA stays the single source of truth.
Two-way sync
Everything stays in step, both directions.
Requests, replies, files and status move continuously rather than on demand.
- Tickets
- Replies and notes
- Attachments
- Status
- Priority
- Assignment
- Time entries
- Deletions
Changes made in the PSA appear in the portal, and changes made in the portal are written back — the same behaviour whichever PSA you connect. Your PSA stays the system of record.
Getting started
Connecting Autotask PSA
Choose your PSA
Connect Desk Portal to your Autotask PSA environment.
Configure the experience
Decide what clients see, how statuses read, and who may do what.
Invite your clients
Give each client access to their own support experience.
Start working
Clients use the portal. Technicians carry on in the PSA.
Keep Autotask PSA. Upgrade your client experience.
Desk Portal gives your clients a modern support experience while your team continues working in the PSA they already know.