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Documentation

MSPintegrations is an automation platform for Managed Services Providers. You can purchase six modules: Email Processing, Scheduled Tasks, Forms, PSA Workflows, Developer Toolkit, and AI Toolkit.

Choose the modules that match what you want to automate. Four modules provide triggers; the two toolkits extend what your automations can do.

Modules​

Email Processing​

Turn inbound email into tickets, updates, and other automations. Branded as Email2AT for Autotask, Email2CW for ConnectWise, and Email2Halo for HaloPSA.

Use this when: a third party (customer, RMM tool, backup tool, monitoring system) sends email, and you want the email to drive work inside your PSA.

Scheduled Tasks​

Run automations on a recurring schedule with no triggering email or event.

Use this when: you want to periodically sync data, push updates, or run housekeeping against your PSA or other systems.

Forms​

Publish public-facing intake forms that trigger automation when someone submits them.

Use this when: you want customers or teammates without console access to submit structured data that starts an automation.

PSA Workflows​

React to changes inside your PSA in real time.

Use this when: you want an action to fire whenever a ticket, asset, or other PSA record changes, without waiting for email or a schedule.

Developer Toolkit​

Extend automations with macros, custom scripts, key/value storage, and outbound HTTP requests.

Use this when: you want reusable action sequences, custom logic, stored data, or calls to other systems.

AI Toolkit​

Add AI extraction and prompting to your automations, including the Autotask AI Picklist Chooser for Autotask users.

Use this when: you want AI to read, classify, or choose values from your automation's data.

Email2AT Classic​

Legacy email processing for existing configurations. New installations should use Email Processing instead.

Building Blocks​

Automations share the same building blocks. The actions available to you depend on your subscription:

  • Expression Builder: define conditions for email rules, PSA events, and individual action steps.
  • Variables: which variables, such as custom, email, input, output, global, and meta, are available in each automation.
  • Macros: reusable units of automation included with Developer Toolkit.

Connect to Your Tools​

  • Autotask: set up the API user, manage duplicate handling, attachment limits, impersonation, and more.
  • Microsoft 365: connect a Microsoft 365 account for Remote Mailboxes.

See the full Connections section for PSA-specific quirks and setup.

Reference​

  • Actions library: actions you can configure as steps in an automation.
  • Text replacement: Handlebars helpers, email data properties, and text manipulation.

Get Started​

New to MSPintegrations? Start with What is MSPintegrations, then Core Concepts for the mental model that spans every automation. When you are ready to build, Create Your First Mailbox walks through an Email Processing setup end-to-end.

What's New​

You can see our latest product updates, changelog, and status updates in our product feed.

Join Our Community​

Join the MSPintegrations community to ask questions, discuss best practices, and provide feedback.

Need Further Help?​

If you can't find what you're looking for, contact our support team and we'll be happy to help.