Customer Relationship Management (CRM)PSAAutotask Professional Services Automation (PSA)

Use Recursyv to Connect Autotask to ConnectWise PSA

Recursyv is an application integration service that makes it easy to connect different software applications. New integrations can be quickly set up using Recursyv’s growing library of application connectors (including Autotask, PSA and RMM). Foundation connectors (SOAP, RESTful) are available to integrate with bespoke applications, either in the cloud or on-premise.

Connect Autotask to ConnectWise PSA using this templated Recursyv integration. The integration allows you to synchronize Autotask & ConnectWise Contacts, Tickets, Ticket Notes, Ticket Attachments and Time Entries. The scope can be easily extended to include additional data types, UDFs, list values and mappings.

Keep customer management data in sync using Recursyv to ensure that service and sales teams are aligned when speaking with clients.

Available globally in English. It can be deployed into any Azure region, ensuring the ability to meet local data protection requirements.

Contact for Sales and Support – [email protected] (sales) [email protected] (support)

Documentation – https://recursyv.com/specific-use-cases/service-desk-to-service-desk/

Video – https://www.youtube.com/watch?v=HwQqUSn7wyY – not specific to the integration.