Connect Aimsio integrations

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Aimsio: Manage job orders, field tickets, employees, timecards, invoices and billable items in Aimsio — connect Aimsio to WEXTL workflows and AI agents. Link Aimsio project activity to workflows that keep stakeholders and delivery tools up to date. Start from Watch Contacts, then use Get Billable Item or Get Binary File to move work forward.

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Supported triggers and actions for Aimsio integration

Triggers can detect changes in Aimsio and run actions that can create, search or modify data inside Aimsio automatically [3] — exactly how you set them.

Watch Contacts Triggers when contacts are added or changed.
Watch Invoices Triggers when invoices are added or changed.
Get Billable Item Retrieves the details of a billable item.
Get Binary File Downloads a file stored in Aimsio.
Get Company Retrieves the details of a company.
Get Contact Retrieves the details of a contact.
Get Current Timecard Retrieves the details of a current timecard.
Get Employee Retrieves the details of an employee.
Get Equipment Retrieves the details of an equipment.
Get Field Ticket Retrieves the details of a field ticket.
Get Form Data Retrieves the details of a form data.
Get Form Data PDF Downloads a form data record as a PDF.
Get Invoice Retrieves the details of an invoice.
Get Job Order Retrieves the details of a job order.
Get Location Retrieves the details of a location.
Get Non-recurring Billable Item Retrieves the details of a non-recurring billable item.
Get NRB PDF Downloads a non-recurring billable item as a PDF.
Get Pricebook Retrieves the details of a pricebook.
List Billable Items Returns a list of billable items.
List Companies Returns a list of companies.
List Contacts Returns a list of contacts.
List Current Timecards Returns a list of current timecards.
List Employees Returns a list of employees.
List Equipment Returns a list of equipment.
List Field Tickets Returns a list of field tickets.
List Form Data Returns a list of form data.
List Invoices Returns a list of invoices.
List Job Orders Returns a list of job orders.
List Locations Returns a list of locations.
List Non-recurring Billable Items Returns a list of non-recurring billable items.
List Payroll Period Timecards Returns the timecards of a payroll period.
List Payroll Periods Returns a list of payroll periods.
List Pricebooks Returns a list of pricebooks.
Create/Update Billable Items Creates a new billable item or updates an existing one.
Create/Update Companies Creates a new company or updates an existing one.
Create/Update Contacts Creates a new contact or updates an existing one.
Create/Update Employees Creates a new employee or updates an existing one.
Create/Update Equipment Creates a new equipment or updates an existing one.
Create/Update Job Orders Creates a new job order or updates an existing one.
Create/Update Locations Creates a new location or updates an existing one.
Create/Update Non-recurring Billable Items Creates a new non-recurring billable item or updates an existing one.
Create/Update Pricebooks Creates a new pricebook or updates an existing one.
Create/Update Users Creates a new user or updates an existing one.
Delete Form Data Deletes a form data record.
Make an API Call Performs an arbitrary authorized API call to the Aimsio API.
Reopen Form Data Reopens a completed form data record.
Restore Form Data Restores a deleted form data record.
Update Form Data Updates a form data record.
Update Invoices Updates the details of an invoice.
Update Payroll Period Status Updates the status of a payroll period.

How to integrate Aimsio in automation workflow?

3 simple steps to make your Aimsio connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1
Select Aimsio in workflow
Pick Aimsio app in the workflow builder [4] - just one click to select the app.
Pick integration app
STEP 2
Connect Aimsio
When prompted, authorize access to Aimsio in WEXTL once. Aimsio credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
STEP 3
Build a workflow
Build your workflow with Aimsio yourself or with WEXTL® AI Builder. Connect Aimsio to any available integrations [5], or use HTTP node to go beyond them.
Aimsio

How Aimsio connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Aimsio app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. See the integration guide [6] for a detailed list of fields that Aimsio supports.

Full Aimsio API documentation

The following table illustrates what fields Aimsio integration require during authorization flow inside our workflow builder [4].

Demonstration of Aimsio connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
EnvironmentRequired	select	Production (portal) is your live environment; Sandbox is the test environment used before live deployment.
UsernameRequired	text	Your username. An existing Admin user works, but Aimsio recommends a separate integration user. The user must have API permissions enabled - contact Aimsio support/integration team to enable them.
PasswordRequired	password	The password for the user above.

Connect Aimsio to popular apps on WEXTL

Enter a name of the other app you want to sync with Aimsio below. Click on selected app to explore integration options with Aimsio. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Aimsio integration

Select Watch Contacts trigger from Aimsio - this will be a starting point in your automation. Whenever event happens in Aimsio, workflow will start [7] from Watch Contacts node.

Search for Create/Update Billable Items, connect it as the next step of integration sequence. You can use filters between Watch Contacts and Create/Update Billable Items, so only important data pass from Watch Contacts to the next step. WEXTL gives you full control over the process of Aimsio automation. All parts of workflow are visible on the canvas [4].

Aimsio on WEXTL has 50 modules for building project management automations. Explore Aimsio documentation for more.

AimsioWatch Contacts
Autotask PSAPerforms action

Autotask PSATriggers
AimsioCreate/Update Billable Items

Demonstration of how visual Aimsio automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Aimsio in your workflows.

What triggers does Aimsio support?

Aimsio has 2 triggers, including "Watch Contacts" and "Watch Invoices". Triggers are start points of the workflow, and automations may start from them.

What actions can I run in Aimsio?

Integration has 48 actions, including "Get Billable Item", "Get Binary File", and "Get Company", and more. Refer to our Aimsio Documentation for detailed inputs and outputs.

Do I need to write code to build automations?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

How does WEXTL integrate with Aimsio?

The Aimsio integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Aimsio official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Can I use webhooks with Aimsio?

Absolutely. Where Aimsio provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Aimsio or any other service sends event to webhook URL.

Why use WEXTL platform for Aimsio automation?

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Aimsio inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Aimsio modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Aimsio integration.

Aimsio integration source code, module specs and credentials implementation.
Internal Aimsio integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Aimsio vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Aimsio App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

How we write and maintain Aimsio app documentation

Explore how WEXTL® crafted Aimsio integration page documentation. Used sources, AI's role, and how the team validates the result.