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Connect Pax8 and your technicians stop bouncing between Pax8 tabs to answer routine licensing questions. Ask “how many Business Standard seats does Acme have left?” or “what does another Defender for Business license cost?” right on a ticket and the agent has the answer. When a customer needs more seats or a new SKU, the agent lines up the change and waits for a technician to approve before anything gets bought.
Pax8 is configured in MSP Settings → Integrations.

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What you get

  • Licensing lookups from inside a ticket. No more opening Pax8 to check seat counts, subscription status, or what a customer already owns.
  • Instant pricing. Quote a new SKU or an extra seat without hunting through the catalog.
  • Seat changes and new orders without leaving the ticket. The agent drafts the change; a technician approves.
  • Nothing gets bought without your sign-off. Orders and seat updates are held for approval by default.

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How to connect

1

Generate Pax8 API credentials

Sign in to the Pax8 portal as an administrator. Go to Settings → Integrations and create a new API credential pair. Copy the Client ID and Client Secret. The secret is only shown once.
2

Open MSP Integrations

In Rallied, go to MSP Settings → Integrations.
3

Connect Pax8

Find the Pax8 card and click Connect. A credentials form appears.
4

Enter your credentials

Fill in:
  • Client ID — from your Pax8 API credential
  • Client Secret — from your Pax8 API credential
5

Save and confirm

Click Save. Rallied validates the credentials and the card shows Connected when complete.

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What the agent can do

Look things up (runs automatically)
  • Find a customer and pull their details.
  • List a customer’s subscriptions and drill into any one of them.
  • Search the Pax8 catalog for a product, get its pricing tiers, and check any prerequisite SKUs.
  • Check provisioning status on a subscription and pull a customer’s recent order history.
Make changes (needs approval)
  • Update an existing subscription — most commonly, adjust seat quantity.
  • Place a new order for a product a customer doesn’t already own.

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Approval settings

Purchases and seat changes default to Needs approval. A technician sees exactly what the agent is about to buy or change and clicks approve or deny. Read-only lookups run automatically. Flip any of these from the Pax8 detail page once you’ve watched a few go through and want the agent moving faster on low-risk changes. See Approval settings for an overview.