Connects to the Tools Your MSP Relies On

Bidirectional Ticket Sync

Create workflows from Autotask tickets, or generate Autotask tickets from workflows. Status flows both ways.

Automatic Note Push

Workflow completion notes, phase transitions, and task updates are automatically posted to the linked Autotask ticket as internal notes.

API Credential Configuration

Enter your Autotask API credentials directly in the Workflow Tracker admin panel. No developer setup required.

Zone Discovery

Workflow Tracker automatically discovers your Autotask API zone based on your credentials, ensuring correct endpoint routing.

Completion Auto-Sync

When a workflow closes, the Autotask ticket status and resolution notes are updated automatically.

Webhook Notifications

Configure one or more Microsoft Teams webhook URLs to receive notifications. Each webhook can be mapped to a specific channel.

Configurable Per Workflow Type

Choose which workflow types trigger Teams notifications — deployments only, or all workflow types including onboarding and telco.

Completion Alerts

A notification is posted to Teams when a workflow is marked complete, including client name, technician, task count, and linked PSA ticket number.

Phase Transition Alerts

Optionally notify Teams when a workflow moves from one phase to the next, keeping the whole team informed during longer deployments.

SMTP Configuration

Connect any SMTP server — Microsoft 365, Google Workspace, or a dedicated relay — from the Workflow Tracker admin panel.

Completion Summary Emails

When a workflow closes, a summary email is sent with the workflow name, client, technician, completion time, and a task-by-task breakdown.

Configurable Recipients

Choose who receives completion emails: the assigned technician, the team lead, and/or a client contact email address.