What actions can I run in Autotask PSA?

54 actions are available, including "Get Company", "Get Contact", and "Get Contract", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

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.

Autotask PSA Integrations

Manages tickets, projects, time entries, resources, and customer relationships for Autotask PSA users. Connect Autotask PSA project events to the rest of your delivery stack.

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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.
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.
Make an API CallPerforms an arbitrary authorized API call.
Update CompanyUpdates an existing company.
Update ContractUpdates an existing contract.
Update OpportunityUpdates an existing opportunity.
Update ProjectUpdates an existing project.
Update TicketUpdates an existing ticket.
Update Time EntryUpdates an existing time entry.

When to use Autotask PSA

Common scenarios where Autotask PSA automation saves time and reduces manual work.

Run "Get Company" in Autotask PSA from any upstream event — map fields once and let the automation handle the rest.
Use "Get Contact" as an automated action in Autotask PSA so records stay consistent whenever something changes elsewhere in your stack.
Combine "Get Contract" from Autotask PSA with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Autotask PSA in your workflows.

Autotask PSA has no triggers, but it provides 54 actions including "Get Company", "Get Contact", and "Get Contract". Pair them with triggers from other apps to automate Autotask PSA tasks.

Autotask PSA Integrations

When to use Autotask PSA

Frequently asked questions

Autotask PSA Integrations

When to use Autotask PSA

Connect Autotask PSA to any app in workflows

Frequently asked questions

Connect Autotask PSA to any app in workflows

Connect Autotask PSA to any app in workflows

Connect Autotask PSA to any app in workflows

Autotask PSA Integrations

Autotask PSA triggers and actions

When to use Autotask PSA

Frequently asked questions

What triggers does Autotask PSA support?

What actions can I run in Autotask PSA?

Do I need to write code to automate this?

Is the integration secure?

Autotask PSA Integrations

Autotask PSA triggers and actions

When to use Autotask PSA

Connect Autotask PSA to any app in workflows

Frequently asked questions

What triggers does Autotask PSA support?

What actions can I run in Autotask PSA?

Do I need to write code to automate this?

Is the integration secure?

Connect Autotask PSA to any app in workflows

Connect Autotask PSA to any app in workflows

Connect Autotask PSA to any app in workflows