Autotask

Create API user resource in Autotask

• Open the Autotask website and log in.
• Hover over the Autotask logo in the upper left-hand corner of the window.
• From the menu that appears, select Admin > Resources (Users).
• Click on the down arrow next to new and select New API User.

• Under General, Enter the first name, last name, and email address. OnPage is recommended as the first name.
• Under Security Level, drop-down menu and select API User (system).
• Make sure that Activeis selected.
• Under General, generate Username (Key) and Password (Secret).
• Under the API Tracking Identifier, select the Integration Vendor radio button and from the drop-down menu, select OnPage – Incident Alert Management.
• Click Save & Close.

Register Autotask API credentials with OnPage enterprise

• Login to the OnPage Integration Console.
• Under Autotask, click on Install.
• Enter the generated API user Username (Key) and Password (Secret).
• Click Install.

Build URL for selected recipients using Wizard

• Select message individual recipients or groups.
• Copy URL for Autotask Callout Extension.

Create Extension Callout in Autotask

• Hover over the Autotask logo in the upper left-hand corner of the window.
• From the menu that appears, select Admin > Extensions & Integrations.
• Expand Other Extensions & Tools and click Extension Callouts (Tickets).
• Click New Extension Callout.
• Set Active checkbox.
• Enter callout name.
• Paste the built URL from previous step.
• Select POST from the list of HTTP Transport Method.
• Choose Name-Value Pair from the list of Data Format.
• Click Save & Close.

Create Autotask Workflow Rule

• Open the Autotask website and log in.
• Hover over the Autotask logo in the upper left-hand corner of the window.
• From the menu that appears, select Admin > Workflow Rules.
• Expand Other Extensions & Tools and click Extension Callouts (Tickets).
• Click the New button or Edit existing workflow rule.
• Create needed criteria for workflow rule.
• In the Action segment choose just created in step 4 callout extension in field Then Execute Callout Extension.
• Click Save & Close.
• Once the ticket is created with predefined criteria the callout extension will be executed and the selected OnPage users will receive an OnPage alert.