📄️ Add Tag to Autotask Ticket
If you would like to add a new Tag to an existing Autotask Ticket, you will first need to load the id for that ticket. Once you have the ticket id, you can add a tag to the ticket using the API
📄️ Create an Autotask Project with Tasks and Dependencies
This tutorial walks through building a workflow that creates an Autotask Project, adds Tasks to it, and links those Tasks with a dependency so they appear correctly in the Gantt chart. This pattern is useful for automating onboarding projects, recurring maintenance, or any repeatable project structure.
📄️ Associate a Contract and Service to an Autotask Ticket
This tutorial walks through associating a contract and service to an Autotask ticket created by Email2AT. This is optional, but useful if your Autotask instance requires or benefits from tickets being linked to a specific contract and service for billing or time tracking.
📄️ Create Autotask Opportunity from Forwarded Email
This tutorial walks through building a workflow where a sales rep or account manager forwards a customer email to a dedicated Email2AT address, and Email2AT automatically creates a new Autotask Opportunity for that customer. If the customer cannot be identified, the email is bounced back to the sender so nothing is silently lost.
📄️ Migrating from Email2Ticket
Email2Ticket by RapidFire Tools is not affiliated with MSPintegrations or Email2AT, but many Email2AT users have requested help in converting their workflows from Email2Ticket and bring them into Email2AT.
📄️ Monitoring Alerts with Auto-Create and Auto-Close Tickets
This tutorial walks through building a workflow that handles "device offline" and "device online" alert emails from a monitoring tool. It automatically creates a ticket when a device goes offline and closes that same ticket when the device comes back online.
📄️ Prevent Reopening Old Closed Tickets
When a customer replies to a ticket that was closed weeks or months ago, the Update Existing Autotask Ticket action finds the old ticket and adds a note to it. This reopens a stale ticket instead of creating a fresh one.
📄️ PRTG Alerts with Autotask CI Association
This tutorial walks through building a workflow that processes alert emails from PRTG Network Monitor, looks up the matching Configuration Item (CI) in Autotask by a device identifier, and creates a ticket on that CI's account. If no matching CI is found, a catch-all ticket is created on the zero account so the alert is never lost.
📄️ Route Direct Customer Emails to Autotask
Customers sometimes email a technician directly instead of sending to your shared support address. When that happens, you need those emails to become properly attributed Autotask tickets with the correct Account and Contact, without asking customers to change their habits.
📄️ Create Tickets from Hashtag Actions in Ticket Notes
This tutorial walks through building a scheduled task that monitors Autotask ticket notes for a hashtag syntax (for example, #action) and automatically creates new tickets from each tagged entry. This lets technicians create follow-up tickets by simply adding structured notes to an existing ticket.
📄️ UniFi Online/Offline Emails with Autotask
This tutorial walks through building a workflow that processes device offline and device online alert emails from Ubiquity UniFi. When a device goes offline, a new Autotask ticket is created. When the device reconnects, Email2AT locates that original ticket, adds a note, and closes it.