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      Autotask Integration

      Enable bi-directional Security ticketing between the AgileBlue Platform and your Autotask environment.

      Overview

      AgileBlue can connect directly to your Autotask environment via the API to enable streamlined ticket management within your security workflow. This integration allows SOC Analysts to escalate security cases directly to your help desk environment. This bi-directional integration also allows for seamless updates and communication on each case.

      Configure Your API User In Autotask

      1. Access your Autotask Dashboard and navigate to Settings > Admin

        Autotask1
      2. Select Account Settings & Users then navigate to Security Levels

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      3. Copy the API User Security Level as seen below

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      4. Under General Information set the name to AgileBlue API User to indicate that AgileBlue will have access to the system

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      5. Scroll to Other and click the arrow to open

        Autotask5a
      6. Scroll to Webhooks and click Can create Webhooks and enter 2 within the Maximum Number of Webhooks text field

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      7. Expand the Resources/Users (HR) dropdown and click Resources/Users

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      8. Click the New dropdown and then select New API User

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      9. Complete the required fields and ensure the Security Level field has the API User Level selected (created in step 3). The Username and Password can be generated in the Credentials section.

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      10. In the Integration Vendor section, select AgileBlue

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      11. When creating the API user, grant access to each Line of Business that you want our system to work with. This determines what types of tickets, contracts, and other data our integration can create, view, or update.

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      12. Save before closing the window

      Configure Integration In AgileBlue Platform

      1. Log in to the AgileBlue Portal
      2. Navigate to Settings > Client Details > Support System then click Enable Support System

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      3. In the dropdown that appears, select Autotask
      4. Fill out the required fields with the information created for your API User in the previous section then click Connect API

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      5. Click the sync button to update the available criticalities, then drag and drop the criticalities to the desired priority cards and click Enable System after each mapping is at your desired location

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      6. A message stating Support System Details saved successfully will appear if the integration was correctly configured

      Questions? Contact AgileBlue Support. 

      Email: support@agileblue.com 
      Phone: (216) 606-9400🚨