STEP 1
Connect AgencyZoom and Autotask PSA
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgencyZoom and Autotask PSA Integration
Build project management workflows between AgencyZoom and Autotask PSA on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about AgencyZoom and Autotask PSA
Detailed info you need to know about AgencyZoom and Autotask PSA integrations in WEXTL. Explore which modules apps support and how you connect them.
AgencyZoom
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. [5]
Autotask PSA
Manages tickets, projects, time entries, resources, and customer relationships for Autotask PSA users. [6]
How to connect AgencyZoom to Autotask PSA
Set up your AgencyZoom and Autotask PSA integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Autotask PSA nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between AgencyZoom and Autotask PSA. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Autotask PSA work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Autotask PSA that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
AgencyZoom triggersAutotask PSA actions
AgencyZoom modules
- Complete a TaskCompletes a task in a specified service.
- Create a Business LeadCreates a new business lead.
- Create a NoteCreates a note for a lead.
- Create a Personal LeadCreates a new personal lead.
- Create a TaskCreates a new task.
- Delete a LeadDeletes a single lead.
- Delete a TaskDeletes an existing task.
- Get a LeadRetrieves lead details.
- Get a TaskRetrieves details of a single task.
- List Lead NotesRetrieves a lead notes list for a specific lead.
- List Lead OpportunitiesRetrieves a list of opportunities for a lead.
- List Lead TasksRetrieves a list of tasks for a specific lead.
- Make an API CallPerforms an arbitrary authorized API call.
- Reopen a TaskMarks a task as active again.
- Search LeadsSearches for leads by specified criteria.
- Search TasksSearches for tasks by specified criteria.
- Update a Business LeadUpdates an existing business lead.
- Update a Personal LeadUpdates a personal lead.
- Update a TaskUpdates a single task's details.
- Watch New LeadsTriggers when a new lead is created.
- Watch New TasksTriggers when a new task is added.
- Watch Updated LeadsTriggers when a lead has an activity or is updated.
Autotask PSA modules
- Add Ticket NoteAdds a note to a ticket.
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create ContractCreates a new contract.
- Create OpportunityCreates a new opportunity.
- Create ProductCreates a new product.
- Create ProjectCreates a new project.
- Create SubscriptionCreates a new subscription.
- Create TicketCreates a new ticket.
- Create Time EntryCreates a new time entry.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get ContractReturns a single contract by ID.
- Get CountryReturns a single country by ID.
- Get CurrencyReturns a single currency by ID.
- Get DepartmentReturns a single department by ID.
- Get InvoiceReturns a single invoice by ID.
- Get OpportunityReturns a single opportunity by ID.
- Get ProductReturns a single product by ID.
- Get ProjectReturns a single project by ID.
- Get ResourceReturns a single resource by ID.
- Get RoleReturns a single role by ID.
- Get SubscriptionReturns a single subscription by ID.
- Get TicketReturns a single ticket by ID.
- Get Time EntryReturns a single time entry by ID.
- List CompaniesRetrieves a list of companies.
- List Company AttachmentsRetrieves a list of attachments for a company.
- List Company ContactsRetrieves a list of contacts for a company.
- List Company NotesRetrieves a list of notes for a company.
- List ContactsRetrieves a list of contacts.
- List ContractsRetrieves a list of contracts.
- List CountriesRetrieves a list of countries.
- List CurrenciesRetrieves a list of currencies.
- List DepartmentsRetrieves a list of departments.
- List InvoicesRetrieves a list of invoices.
- List OpportunitiesRetrieves a list of opportunities.
- List ProductsRetrieves a list of products.
- List Project PhasesRetrieves a list of phases for a project.
- List ProjectsRetrieves a list of projects.
- List Project TasksRetrieves a list of tasks for a project.
- List ResourcesRetrieves a list of resources.
- List RolesRetrieves a list of roles.
- List SubscriptionsRetrieves a list of subscriptions.
- List Ticket AttachmentsRetrieves a list of attachments for a ticket.
- List Ticket NotesRetrieves a list of notes for a ticket.
- List TicketsRetrieves a list of tickets.
- List Time EntriesRetrieves a list of time entries.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyUpdates an existing company.
- Update ContractUpdates an existing contract.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Autotask PSA integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting AgencyZoom and Autotask PSA.
Connect your AgencyZoom and Autotask PSA accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when AgencyZoom's "Watch New Leads" fires, WEXTL can "Add Ticket Note" in Autotask PSA. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. AgencyZoom-to-Autotask PSA automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment AgencyZoom (or Autotask PSA) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your AgencyZoom + Autotask PSA automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the AgencyZoom and Autotask PSA integration.
- AgencyZoom and Autotask PSA integration source code, module specs and credentials implementation.
- Our AgencyZoom and Autotask PSA integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Autotask PSA — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- AgencyZoom integration information
- Autotask PSA integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library