Integrations / PSA & Ticketing / Autotask Integration
Integrate ScopeStack's CPQ with Autotask
Connect Autotask PSA with ScopeStack's powerful CPQ to automate your entire quote-to-cash cycle. Eliminate manual processes, accelerate service delivery, and scale your MSP operations with confidence.
Does ScopeStack integrate with Autotask PSA? Yes. ScopeStack connects natively with Autotask PSA: it pulls opportunities, accounts and contacts into ScopeStack for scoping, then pushes the approved scope into Autotask as projects with tasks and milestones, plus contracts and billing schedules.
Sheet 01 / What syncs
Autotask
- Opportunities, accounts, contactsInto ScopeStack
- Projects, tasks and milestonesInto Autotask
- Contracts and billing schedulesInto Autotask
Sheet 02 / How it works
Achieve complete MSP automation from quote to cash
- 01
Seamless data flow
Synchronize opportunities, accounts, and contacts between Autotask and ScopeStack in real-time. Your entire team works with the same accurate, up-to-date information across both platforms, eliminating data silos and reducing errors.
- 02
Instant quote generation
Convert Autotask opportunities into detailed, professional quotes within minutes. ScopeStack's specialized CPQ understands the complexity of IT services, ensuring every technical requirement, dependency, and resource need is captured accurately.
- 03
Automated billing workflows
Once quotes are approved, automatically create contracts, projects, and billing schedules in Autotask. Ensure accurate invoicing with seamless synchronization of pricing, terms, and deliverables between both systems.
Sheet 03
Streamline service delivery from opportunity to completion
Bridge the gap between sales and service delivery with perfect handoffs. When a quote is approved in ScopeStack, Autotask automatically creates the project with all tasks, milestones, and resource allocations already configured.
Your technicians receive clear work orders with complete scope details, while project managers maintain full visibility into budgets, timelines, and profitability metrics.
- Perfect sales-to-service handoffs
- Automated project creation
- Clear work order details
- Real-time profitability tracking
Sheet 04
Maximize profitability with intelligent resource management
The Autotask ↔ ScopeStack integration provides complete visibility into resource utilization, project profitability, and service delivery metrics.
Track actual vs. estimated hours, monitor project margins in real-time, and identify opportunities to improve efficiency. With integrated reporting across both platforms, you'll have the insights needed to optimize pricing, resource allocation, and service delivery processes.
Resource utilization
Optimize team productivity
Margin analysis
Track project profitability
Performance metrics
Data-driven insights
Sheet 05
Reuse your service catalog for common MSP services
Build your catalog of MSP services once in ScopeStack and reuse it with your Autotask workflows. From security assessments to cloud migrations, network upgrades to disaster recovery implementations, quickly generate accurate quotes that map directly to Autotask service items.
Each service carries your own task breakdowns and resource requirements, ensuring consistent, profitable service delivery across your entire client base.
Sheet 06
Scale your operations without scaling complexity
As your MSP grows, the Autotask and ScopeStack integration grows with you. Handle increasing quote volumes, manage larger projects, and serve more clients without adding administrative overhead.
The integration eliminates bottlenecks in your sales and delivery processes, allowing you to take on more business without sacrificing quality or profitability. Your team can focus on strategic growth initiatives instead of manual data entry and process management.
“The time to create a SOW with uniform look and feel while maintaining consistent language and cutting down generation time is amazing.”
Sheet 07 / Questions
Autotask integration questions
Does ScopeStack integrate with Autotask PSA?
Yes. ScopeStack connects to Autotask PSA so scopes, quotes and projects move between the two without re-entry.
What syncs between them?
Opportunities, accounts and contacts come into ScopeStack. Approved scopes go back to Autotask as projects with tasks and milestones.
Can my AI agent work with Autotask data too?
Through ScopeStack MCP, Claude, Copilot and other MCP-enabled agents can work with the scopes that sync to Autotask.
Sheet 08
Build your next scope to scale
Ready to transform your Autotask PSA?
Connect Autotask and ScopeStack today to automate your complete MSP workflow
Sit down with a scoping expert and walk through a live SOW built around your own data.