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MSP PSA Integration

Turn Every Service Call Into An Autotask Ticket

Marlie AI answers calls from your managed clients, identifies the account and contact, and creates Autotask tickets automatically — with priority, queue, and notes already in place.

Built for MSPs running on Datto Autotask PSA

Built for MSPs running on Datto Autotask PSA

Autotask is the operations backbone for thousands of MSPs — tickets, contracts, billing, and SLA tracking all in one place. The pressure point is the help desk phone: clients expect a fast pickup, and after-hours coverage usually means paying for an answering service that doesn't really know your stack.

Marlie AI is a true MSP front desk. Inbound calls are answered, the caller is matched to an Autotask account and contact, and the right ticket is created in the right queue with the right priority. After-hours pages route to your on-call tech with full context.

What You Get with Marlie + Autotask

Everything you need to connect your phone calls with Autotask — fully automated, zero manual work.

Account & Contact Matching

Marlie matches inbound callers to the right Autotask account and contact by phone and email, with VIP and SLA flags surfaced.

Auto-Ticket Creation

Every service call creates an Autotask ticket in the right queue with priority, issue type, and category mapped from the conversation.

Call Notes & Transcripts

Full call summary, transcript, and recording link are attached to the ticket so the assigned tech is fully briefed.

After-Hours Routing

Outside business hours, urgent service requests page the on-call tech and create a high-priority Autotask ticket; routine issues go to the queue.

Contract & SLA Awareness

Marlie can read contract and SLA context from Autotask and prioritize tickets accordingly so your highest-tier clients are handled first.

Real-Time Sync

Tickets and notes appear in Autotask within seconds of the call ending — no batch jobs, no separate inbox to monitor.

How It Works

Get up and running with Autotask in minutes — no coding required.

1

Connect Autotask

Authenticate Datto Autotask PSA from the Marlie dashboard using an API user. Setup follows the standard Autotask REST API integration pattern.

2

Map Queues & Priorities

Map call types — outage, password reset, new request, billing question — to the right Autotask queues, ticket categories, and priorities.

3

Marlie Answers The Call

Inbound calls are answered 24/7. Marlie identifies the client, qualifies the issue, and decides whether to triage live or open a ticket.

4

Autotask Stays Current

Tickets are created or updated in Autotask in real time, the right tech is alerted, and your existing SLA timers run from a clean start.

Built for Real Scenarios

See how businesses use Marlie + Autotask to capture more leads and streamline operations.

After-Hours Help Desk

Scenario

A client experiences an outage at 11 PM and calls the MSP's main line.

Outcome

Marlie identifies the client and account in Autotask, opens a high-priority ticket, and pages the on-call technician with the call context attached.

Routine Service Requests

Scenario

A client calls during business hours about a printer issue while your help desk staff are on other tickets.

Outcome

Marlie captures the issue, opens an Autotask ticket in the standard queue, and notifies the next available technician — no missed calls, no ticket-creation overhead.

Sales & New Client Inquiries

Scenario

A prospect calls about your managed services offering after hours or while sales is in another meeting.

Outcome

Marlie qualifies the prospect — company size, current MSP, pain points — and creates a sales follow-up record in Autotask for the next day.

Frequently Asked Questions

Common questions about the Marlie AI + Autotask integration.

Which Autotask plans work with Marlie?

Any Datto Autotask PSA account with REST API access works. Marlie connects through a dedicated API user with permissions you control.

Can Marlie create tickets in different queues based on call type?

Yes. You can map call types and clients to specific queues, categories, and priorities so tickets land where they should from the start.

Will Marlie respect contracts and SLAs in Autotask?

Yes. Marlie can read contract and SLA context for the matched account and prioritize tickets accordingly so your top-tier clients always get the right treatment.

Can Marlie page the on-call technician after-hours?

Yes. After-hours flows can page the on-call tech via SMS, voice, or your existing alerting tool while opening a high-priority Autotask ticket in parallel.

Will Marlie create duplicate contacts in Autotask?

No. Marlie matches callers to existing Autotask contacts and accounts by phone and email and updates the existing record instead of creating duplicates.

Are call recordings stored inside Autotask?

Transcripts and summaries are written to the Autotask ticket. Full recordings stay hosted in Marlie with secure links from the ticket.

Ready to connect Marlie AI with Autotask?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
Easy onboarding

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    Marlie AI + Autotask Integration | AI Receptionist For MSPs On Datto Autotask PSA