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Aimsio and Autotask PSA Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Aimsio and Autotask PSA in sync by integrating their events and actions. When project management events happen in Aimsio, update the Autotask PSA automatically - without any line of code in visual workflow builder.

Integration guide
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Learn about Aimsio and Autotask PSA

Detailed info you need to know about Aimsio and Autotask PSA integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Aimsio

    • Project Management
    • 2 triggers
    • 31 searches
    • 17 actions

    Manage job orders, field tickets, employees, timecards, invoices and billable items in Aimsio. [5]

  • Autotask PSA

    • Project Management
    • 37 searches
    • 17 actions

    Manages tickets, projects, time entries, resources, and customer relationships for Autotask PSA users. [6]

How to connect Aimsio to Autotask PSA

Set up your Aimsio and Autotask PSA integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Aimsio 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.

  2. STEP 2

    Build a workflow

    Paste selected Aimsio and Autotask PSA nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Aimsio and Autotask PSA. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Aimsio and Autotask PSA work in WEXTL?

WEXTL exposes actions and triggers for Aimsio 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.

Aimsio triggersAutotask PSA actions

Aimsio modules

  • 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.
  • 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.
  • 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.
  • Watch Contacts Triggers when contacts are added or changed.
  • Watch Invoices Triggers when invoices are added or changed.

Autotask PSA modules

  • Add Ticket Note Adds a note to a ticket.
  • Create Company Creates a new company.
  • Create Contact Creates a new contact.
  • Create Contract Creates a new contract.
  • Create Opportunity Creates a new opportunity.
  • Create Product Creates a new product.
  • Create Project Creates a new project.
  • Create Subscription Creates a new subscription.
  • Create Ticket Creates a new ticket.
  • Create Time Entry Creates a new time entry.
  • Get Company Returns a single company by ID.
  • Get Contact Returns a single contact by ID.
  • Get Contract Returns a single contract by ID.
  • Get Country Returns a single country by ID.
  • Get Currency Returns a single currency by ID.
  • Get Department Returns a single department by ID.
  • Get Invoice Returns a single invoice by ID.
  • Get Opportunity Returns a single opportunity by ID.
  • Get Product Returns a single product by ID.
  • Get Project Returns a single project by ID.
  • Get Resource Returns a single resource by ID.
  • Get Role Returns a single role by ID.
  • Get Subscription Returns a single subscription by ID.
  • Get Ticket Returns a single ticket by ID.
  • Get Time Entry Returns a single time entry by ID.
  • List Companies Retrieves a list of companies.
  • List Company Attachments Retrieves a list of attachments for a company.
  • List Company Contacts Retrieves a list of contacts for a company.
  • List Company Notes Retrieves a list of notes for a company.
  • List Contacts Retrieves a list of contacts.
  • List Contracts Retrieves a list of contracts.
  • List Countries Retrieves a list of countries.
  • List Currencies Retrieves a list of currencies.
  • List Departments Retrieves a list of departments.
  • List Invoices Retrieves a list of invoices.
  • List Opportunities Retrieves a list of opportunities.
  • List Products Retrieves a list of products.
  • List Project Phases Retrieves a list of phases for a project.
  • List Project Tasks Retrieves a list of tasks for a project.
  • List Projects Retrieves a list of projects.
  • List Resources Retrieves a list of resources.
  • List Roles Retrieves a list of roles.
  • List Subscriptions Retrieves a list of subscriptions.
  • List Ticket Attachments Retrieves a list of attachments for a ticket.
  • List Ticket Notes Retrieves a list of notes for a ticket.
  • List Tickets Retrieves a list of tickets.
  • List Time Entries Retrieves a list of time entries.
  • Make an API Call Performs an arbitrary authorized API call.
  • Update Company Updates an existing company.
  • Update Contract Updates an existing contract.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Aimsio and Autotask PSA integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting Aimsio and Autotask PSA.

How do I connect Aimsio and Autotask PSA?

Connect your Aimsio 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]

What can I automate between Aimsio and Autotask PSA?

Example: when Aimsio's "Watch Contacts" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Aimsio has 2 triggers (including Watch Contacts and Watch Invoices); 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]

Can Aimsio trigger actions in Autotask PSA, and Autotask PSA in Aimsio?

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]

Do I need to write code to integrate Aimsio and Autotask PSA?

No. Aimsio-to-Autotask PSA automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Aimsio integrate with Autotask PSA in real time?

Yes. Trigger-based automations start the moment Aimsio (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]

How long does it take to set up a Aimsio + Autotask PSA integration?

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.

Do I need a paid plan to connect Aimsio with Autotask PSA?

You can build your Aimsio + 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 Aimsio and Autotask PSA integration.

  1. Aimsio and Autotask PSA integration source code, module specs and credentials implementation.
  2. Our Aimsio and Autotask PSA integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Aimsio and Autotask PSA — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Aimsio integration information
  6. Autotask PSA integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

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

Explore Aimsio and Autotask PSA, or get started