All content on these pages are related to the latest supported release of the 4Sight client.

Autotask (also known as Autotask PSA)

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

Integration

Application Information

Manufacturer:

Autotask Corporation

Application:

Autotask (also known as Autotask PSA)

Version:

2017.1

Market:

Logistics/ERP

Supported Features (related to 4Sight version 2.6)

Address Book Search:

Click to dial via 4Sight:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

Autotask users will require API to be enabled. Please be aware that Autotask has an API Call Threshold which may affect the integration. Please contact Autotask for details of the API Call Threshold. 

Other Information

Operating System:

Windows

Installation Options:

Optional.

References

  1. Autotask (Product Website)
  2. Autotask Corporation (Manufacturer Website)