Autotask Integration
Seamless API integration keeps IT staff using the same workflows but with better data. Use CloudRadial to replace your Autotask client portal completely.
Optimize your service delivery with customized questions and dynamic capabilities to gather relevant information from your clients
Manage within Autotask
Ticket Integration
A seamless account management add-on for Autotask.
Client Management Routing
Route new tickets to client management for approval before releasing for service or ordering.
Tickets from Problem Reports
Feed pre-categorized tickets directly from problem reports to specific ticket queues.
Tickets from Service Requests
Feed pre-categorized tickets directly from service requests, including directing tickets to sales or billing queues.
Question Customization
Prompt for any number of field types to gather information before work even starts.
Signature Prompts
Optionally ask for an end-user signature and use as an end-user quoting system.
Service Board Integration
Easily communicate to everyone in the organization.
Route Tickets as Needed
Use pre-categorization to route incoming problem and service requests to right boards for dispatch.
Type, Subtype, and Item
Pre-categorize incoming tickets and combine with Autotask workflows for powerful automation.
Show Status
Shows users their tickets or company administrators their companies tickets.
Account Information
Streamline account management through a single portal.
Route Tickets as Needed
Use pre-categorization to route incoming problem and service requests to right boards for dispatch.
Type, Subtype, and Item
Pre-categorize incoming tickets and combine with Autotask workflows for powerful automation.
Show Status
Shows users their tickets or company administrators their company's tickets.
Optimize your service delivery with customized questions and dynamic capabilities to gather relevant information from your clients
User Sync
Automatically keep your users and the client's company directory in sync.
Client Directory Sync
Sync Autotask users so that the company directory and your user list are always in common.
Office 365 Sync
Automatically import new Office 365 users into your Autotask portal.
User Billing Simplified
With accurate user lists, user billing systems become easier and create less end-of-month issues.
Discussion Integration
Collaborate with clients to create a unified solution for everyone.
Friendly Presentation
A chat-like presentation of ticket communications makes it easier for users to provide the information I.T. provides need to resolve.
View as Discussions
Inside Autotask, support staff see the same ticket notes as if they were communicating by email.
Management Comments
Makes it easy for client management to comment on existing tickets along with the end-users.