STEP 1
Connect AroFlo 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.
AroFlo and Autotask PSA Integration
Keep AroFlo and Autotask PSA in sync by integrating their events and actions. When project management events happen in AroFlo, update the Autotask PSA automatically - without any line of code in visual workflow builder.
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Learn about AroFlo and Autotask PSA
Detailed info you need to know about AroFlo and Autotask PSA integrations in WEXTL. Explore which modules apps support and how you connect them.
Autotask PSA
Manages tickets, projects, time entries, resources, and customer relationships for Autotask PSA users. [6]
How to connect AroFlo to Autotask PSA
Set up your AroFlo and Autotask PSA integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AroFlo 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 AroFlo and Autotask PSA. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AroFlo and Autotask PSA work in WEXTL?
WEXTL exposes actions and triggers for AroFlo 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.
AroFlo triggersAutotask PSA actions
AroFlo modules
- Add a Task MaterialAdds a material line to a task.
- Add a Task NoteAdds a note to a task.
- Add a Task ResourceAssigns a user or business unit to a task.
- Add a Work Order Line Item (v2)Adds a line item to a work order.
- Add Bill Line Items (v2)Adds line items to a bill.
- Add Bill Notes (v2)Adds notes to a bill.
- Add Invoice Line Items (v2)Adds line items to an invoice.
- Add Invoice Notes (v2)Adds notes to an invoice.
- Add Project Notes (v2)Adds notes to a project.
- Add Purchase Order Notes (v2)Adds notes to a purchase order.
- Add Quote Line Items (v2)Adds line items to a quote.
- Add Quote Notes (v2)Adds notes to a quote.
- Add RFQ Notes (v2)Adds notes to a request for quote.
- Add Task Notes (v2)Adds notes to a task.
- Add Work Order Notes (v2)Adds notes to a work order.
- Archive a Client ContactArchives a contact on a client.
- Archive a Supplier ContactArchives a supplier contact.
- Assign Task Resources (v2)Sets the users and assets assigned to a task.
- Convert Legacy IDs (v2)Converts legacy API ids into v2 ids.
- Create a BillCreates a bill.
- Create a Bill Line ItemAdds a line item to a bill.
- Create a Bill (v2)Creates a bill.
- Create a ClientCreates a client.
- Create a Client ContactAdds a contact to a client.
- Create a Client Contact (v2)Creates a contact for a client.
- Create a Client LocationAdds a location to a client.
- Create a Client NoteAdds a note to a client.
- Create a Client (v2)Creates a client.
- Create a Location (v2)Creates a location for a client.
- Create a Message TemplateCreates a message template.
- Create an AssetCreates an asset.
- Create an Asset Category (v2)Creates an asset category.
- Create an Asset (v2)Creates an asset.
- Create an Inventory ItemCreates an inventory item.
- Create an Invoice (v2)Creates an invoice for a task.
- Create a Payment (v2)Records a payment.
- Create a PriorityCreates a priority.
- Create a Project (v2)Creates a project.
- Create a Purchase Order (v2)Creates a purchase order.
- Create a Quote Takeoff (v2)Creates a takeoff on a quote.
- Create a Quote (v2)Creates a quote.
- Create a ScheduleSchedules a task or event.
- Create a Schedule (v2)Schedules a task or event.
- Create a SupplierCreates a supplier.
- Create a Supplier ContactAdds a contact to a supplier.
- Create a Supplier Contact (v2)Creates a contact for a supplier.
- Create a Supplier LocationAdds a location to a supplier.
- Create a Supplier (v2)Creates a supplier.
- Create a TaskCreates a task.
- Create a Task Labour (v2)Records labour on a task.
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 AroFlo 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 AroFlo and Autotask PSA.
Connect your AroFlo 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 AroFlo's "Watch Assets" fires, WEXTL can "Add Ticket Note" in Autotask PSA. AroFlo has 11 triggers (including Watch Assets, Watch Bills, and Watch Clients); 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. AroFlo-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 AroFlo (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 AroFlo + 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 AroFlo and Autotask PSA integration.
- AroFlo and Autotask PSA integration source code, module specs and credentials implementation.
- Our AroFlo and Autotask PSA integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AroFlo 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.
- AroFlo integration information
- Autotask PSA integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library