Streamlined CRM Communication
3CX Autotask CRM Integration
Give your MSP and IT service team the full client picture on every call. Aatrox's 3CX Autotask CRM integration connects Autotask PSA by Kaseya with 3CX. The result is instant access to client records, open tickets, contract status, SLA deadlines, and project details the moment every call connects.
Get Started with Autotask CRM Integration
Video Demonstration
Watch the 3CX Autotask CRM integration in action. See instant ticket and account pop-up, SLA status visibility, automatic call logging, billable time capture, and click-to-call from Autotask in under 90 seconds.
Details on CRM Integration
About Autotask PSA
Autotask PSA is a cloud-based professional services automation platform developed by Kaseya, purpose-built for managed service providers and IT service organisations. It is trusted by thousands of MSPs worldwide and is widely regarded as the central nervous system of a well-run MSP operation. Autotask brings every critical business function into one unified platform. It covers service desk and ticketing, CRM and opportunity management, contract lifecycle management, billing and invoicing, project management, resource scheduling, time and expense tracking, workflow automation, SLA management, inventory management, and real-time dashboards and reporting. Its AI-powered features include Smart Ticket Summary, Smart Writing Assistant, and Smart Triage for automated ticket routing. Autotask integrates deeply with Kaseya's own RMM, backup, documentation, and security platforms, and connects with hundreds of third-party MSP tools via an open REST API. It is a 100% SaaS application with 99.99% uptime, two-factor authentication, and enterprise-grade security. For Australian MSPs managing multiple client accounts across healthcare, finance, legal, and professional services sectors, Autotask is the platform that keeps every part of the business visible, accountable, and profitable.
Why Integrate Autotask CRM with 3CX?
Imagine a client calls your service desk. Before your technician picks up, their full Autotask record is already on screen. You can see their open tickets, contract type, SLA deadline, recent work history, and any outstanding invoices. That is the operational edge of 3CX Autotask CRM integration. Your team responds with context, resolves tickets faster, captures every billable minute, and keeps clients informed without switching between platforms.
Full Client and Ticket Context on Every Call:
See open tickets, SLA status, contract type, and recent work history before you say hello.
Automatic Billable Time Capture:
Call duration is captured and linked to the relevant Autotask ticket or contract automatically, improving billing accuracy and revenue recovery.
Automated Logging:
Every answered and missed call is logged as an activity on the Autotask contact and linked ticket automatically. No manual entry needed.
Perfect for Australian MSPs and IT Service Teams:
Built for service desk teams managing high inbound call volumes across multiple client accounts, contracts, and SLA commitments.
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How Aatrox Makes It Happen
At Aatrox Communications, we specialise in MSP and IT service platform integrations for Australian businesses. We offer custom Local (hosted locally) Autotask CRM integration with 3CX. Secure on-premise and cloud deployments are both supported. Our team handles everything from API configuration and field mapping to call pop, ticket activity logging, billable time capture, and end-to-end testing.
Review your Autotask PSA client accounts, ticket queues, contracts, SLA rules, and billing configuration.
Configure secure REST API connections to Autotask PSA.
Map contacts, tickets, contracts, and custom fields to 3CX call events.
Test live calls and provide ongoing support.
CRM Features
Features of 3CX Autotask CRM Integration
Contact Synchronization:
Auto-sync Autotask contacts and accounts with 3CX. Caller name, company, contract type, and ticket status appear instantly on every call.
Contact Lookup:
Search Autotask by phone number during a call. See open tickets, SLA deadlines, contract details, and recent work history before answering.
Call Pop:
One click opens the exact Autotask contact, ticket, or account record directly from the 3CX call screen.
Call Journaling:
Answered and missed calls are automatically logged as activities on the Autotask contact and linked ticket. Zero manual entry required.
Billable Time Capture:
Call duration is automatically captured and linked to the relevant Autotask ticket or contract, turning every phone conversation into recoverable billable time.
Chat Journaling:
Push SMS, WhatsApp, and Facebook messages into Autotask contact notes. Every client touchpoint stays in one place.
Click to Call:
Dial clients or internal team members directly from any Autotask contact, ticket, or account record.
Call Recording:
Recordings are automatically attached to the relevant Autotask ticket for easy reference, quality assurance, and compliance.
AI Transcription and Summarization:
Calls are transcribed and summarised, then posted into Autotask ticket notes. Available exclusively with an Enterprise 3CX license.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
Case Study
Recovering 35% More Billable Time for an Australian MSP
A mid-sized Australian MSP was losing billable call time every day. Technicians were manually logging calls after resolution, often forgetting durations or missing entries entirely under pressure of high ticket volumes. When clients called about open tickets, staff had no quick visibility into SLA status or contract type, causing slow responses and frustrated clients. Aatrox deployed a full 3CX Autotask CRM integration with custom local hosting. Results in the first 90 days:
- 35% increase in billable time recovery from phone calls
- 100% of calls automatically logged into Autotask tickets and client records
- 8+ hours saved per week on manual ticket updates and post-call time entry
- SLA compliance improved significantly, with full ticket and contract context on every inbound call
The MSP now captures every billable minute from client calls automatically. Technicians spend less time on admin and more time resolving issues. Client satisfaction is up and revenue per technician has improved across all accounts.
Explore More Integrations
Ready for more business acceleration? Aatrox offers powerful 3CX CRM integrations for Australian businesses, including:
- 3CX Zoho Desk Integration: AI-powered help desk for customer support teams.
- 3CX HubSpot CRM Integration: Inbound marketing and sales CRM.
- 3CX Salesforce CRM Integration: Enterprise CRM for large sales and service teams.
- 3CX Scoro CRM Integration: All-in-one PSA for professional services.
- 3CX Actionstep Integration: Legal practice management for Australian law firms.
- 3CX Webhook/API Request Integration: Connect any custom platform.
For reliable local hosting, see our 3CX Hosted Solutions.
Start with us
Get Started with Aatrox
Ready to turn every customer call into a sale with 3CX Autotask CRM integration?
Contact Aatrox Communications today, most integrations live in under a week.
Contact us now to book your free consultation!
FAQs
FAQs for 3CX Autotask CRM Integration
It is a real-time connection between 3CX and Autotask PSA by Kaseya. Client records, open tickets, contract details, and SLA status appear in 3CX during calls. Every call is automatically logged back into Autotask as a ticket activity with billable time captured against the relevant contract.
Yes. The integration connects via Autotask's open REST API and is configured to match your specific ticket queues, contract types, account structure, and custom fields.
Yes. Missed calls can automatically create new service tickets or follow-up tasks in Autotask, ensuring no client request falls through the cracks between calls.
Call duration is automatically recorded and linked to the relevant Autotask ticket or contract at the end of each call. This removes the need for manual time entries and reduces missed billable time across your team.
Yes. Aatrox offers secure on-premise 3CX with full cloud Autotask PSA connectivity. Ideal for Australian MSPs with data sovereignty, compliance, or enterprise security requirements.
Yes. AI transcription and summarisation require an Enterprise 3CX license. Summaries post directly into Autotask ticket notes.