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
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.
Connect Autotask
Authenticate Datto Autotask PSA from the Marlie dashboard using an API user. Setup follows the standard Autotask REST API integration pattern.
Map Queues & Priorities
Map call types — outage, password reset, new request, billing question — to the right Autotask queues, ticket categories, and priorities.
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.
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
A client experiences an outage at 11 PM and calls the MSP's main line.
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
A client calls during business hours about a printer issue while your help desk staff are on other tickets.
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
A prospect calls about your managed services offering after hours or while sales is in another meeting.
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?
Can Marlie create tickets in different queues based on call type?
Will Marlie respect contracts and SLAs in Autotask?
Can Marlie page the on-call technician after-hours?
Will Marlie create duplicate contacts in Autotask?
Are call recordings stored inside Autotask?
Other Integrations
Marlie AI connects with more than just Autotask. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Autotask?
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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