PSA

Autotask (Datto PSA) integration

Reads your companies, contracts and ticket subjects to find what each client is missing. View-only.

See what it finds in your clients Setup instructions

Setup steps are for connected customers — sign in to read them.

What we find in Autotask (Datto PSA)

Clients, contracts, ticket themes, seat drift.

Every finding lands on your Client Upsell board as a named client with a number beside it — not a report you have to read.

What the Autotask (Datto PSA) connection does

Read — powers Client Upsell

Read your clients' stack

The anchor. Client list, agreements, and ticket metadata — never ticket bodies.

Deliver — powers Lead Signals

Receive new Lead Signals

Each signal you send becomes a company, contact and deal — created once, updated on a re-send, never duplicated. No amount is written: we don't know the deal's value and won't put a made-up number in your forecast.

Sync — for Growth Machine clients

Two-way sync with The Growth Machine

Contacts, companies and opportunities stay matched both ways. Your PSA owns names and companies; The Growth Machine owns phone numbers and always owns marketing consent. It starts with a preview run, and it never deletes a field. It uses the same key you connect here — set to 2-way — so you only enter it once.