Plan onboarding work
When an onboarding request arrives in Autotask, create a checklist of tasks in ProjectManager.
See all ProjectManager + Autotask integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
ProjectManager Explore ProjectManager →
TriggersFires when a new task, job or item is created in ProjectManager.
Fires when a task in ProjectManager is marked complete.
Fires when a task's due date in ProjectManager is coming up.
Fires when a task, job or project changes status in ProjectManager.
Creates a new task, job or item in ProjectManager.
Updates a task's status or assignee in ProjectManager.
Posts a comment on a task in ProjectManager.
Assigns a task in ProjectManager to a team member.
Autotask Explore Autotask →
TriggersFires when a new ticket or incident is logged in Autotask.
Fires when a ticket or incident is updated in Autotask.
Fires when a new user, client or device record is added in Autotask.
Creates a ticket or incident in Autotask.
Updates an existing ticket or incident in Autotask.
Adds a note to a ticket in Autotask.
More ProjectManager + Autotask workflows
Turn tickets into project tasks
When a new ticket is logged in Autotask, create a task in ProjectManager for the IT team.
See details
Close tickets when tasks finish
When a task is completed in ProjectManager, update the matching ticket in Autotask.
See details
See all ProjectManager + Autotask integrations → · Browse the full workflow library →
Common questions
Can Knit build “Plan onboarding work” between ProjectManager and Autotask?
Yes — describe it in the box above and Knit's Integrations Agent researches ProjectManager and Autotask's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why link an IT service desk to a project management tool?
Some tickets, like hardware rollouts or onboarding setups, are really projects. Sending them from Autotask to ProjectManager lets the team plan and track them properly.
Can task updates close the original ticket?
Yes. When the task is completed in ProjectManager, you can update or resolve the ticket in Autotask so the requester knows it is done.