Integration
Sainer × Autotask
Match callers to your Autotask contacts before the phone rings, create and update tickets during the call, and close every conversation with a structured summary back into Autotask. Engineers stop triaging the phone and start doing billable work.
Before, during and after the call
Inbound callers are matched against your Autotask contacts before the call connects.
- Phone-based contact lookup with Dutch number normalisation (06 ↔ +316)
- Returns name, email, company and optional active-contract status
- Never blocks the call — if Autotask is slow, the call still goes through
The AI can open and update Autotask tickets while talking to the caller.
- Creates a new ticket with title, description and priority (critical / high / medium / low)
- Reads the ticket number back to the caller and pins it to the call's session
- Appends follow-up notes to that same ticket — the LLM can't target arbitrary tickets
Sainer closes every call with a structured Autotask write-back.
- Appends a note to the ticket created during the call with intent, AI analysis and optional transcription
- If no ticket was created, opens a fresh summary ticket (when enabled)
- Embeds a deep-link back to the Sainer recording on every write
How it works
- 1
Create an API user in Autotask
Set up an API User with Sainer as the registered Integration Vendor. Capture the username, password and zone URL.
- 2
Connect Autotask to Sainer
Paste your credentials into Sainer. The live picklists — status, priority, queue, source, issue type — load straight from your Autotask.
- 3
Pick defaults and publish
Choose the defaults for new tickets, set a fallback company for unknown callers, decide whether unmatched calls get a summary ticket. You're live.
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