Autotask PSA Integration

Manages tickets, projects, time entries, resources, and customer relationships for Autotask PSA users. Turn Autotask PSA project events into automated updates across your delivery stack. When Get Company arrives, trigger Get Contact or Get Contract so teams stay aligned automatically.

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Supported triggers and actions for Autotask PSA integration

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

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 Project TasksRetrieves a list of tasks for a project.
List ProjectsRetrieves a list of projects.
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.

How to integrate Autotask PSA in automation workflow?

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

STEP 1

Select Autotask PSA in workflow

Pick Autotask PSA app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Autotask PSA

When prompted, authorize access to Autotask PSA in WEXTL once. Autotask PSA credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Autotask PSA account. Approve?

STEP 3

Build a workflow

Build your workflow with Autotask PSA yourself or with WEXTL® AI Builder. Connect Autotask PSA to any available integrations [5], or use HTTP node to go beyond them.

Autotask PSA

How Autotask PSA connects and integrates with WEXTL

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

Full Autotask PSA API documentation

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

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

Field	Type	Help
API Integration CodeRequired	password	The API Integration Code from Autotask (Settings > Integrations & APIs > Manage Integrations).
API UserRequired	email	The Autotask API User email or login name (must be an API User, not a regular user).
API SecretRequired	password	The API Secret associated with the API User account.

Connect Autotask PSA to popular apps on WEXTL

Enter a name of the other app you want to sync with Autotask PSA below. Click on selected app to explore integration options with Autotask PSA. 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 Autotask PSA integration

Select Get Company action from Autotask PSA - this will be a starting point in your automation. Whenever event happens in Autotask PSA, workflow will start [7] from Get Company node.

Search for Add Ticket Note, connect it as the next step of integration sequence. You can use filters between Get Company and Add Ticket Note, so only important data pass from Get Company to the next step. WEXTL gives you full control over the process of Autotask PSA automation. All parts of workflow are visible on the canvas [4].

Autotask PSA on WEXTL has 54 modules for building project management automations. Explore Autotask PSA documentation for more.

Autotask PSA

Get Company

2Solar

Performs action

2Solar

Triggers

Autotask PSA

Add Ticket Note

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

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.

Integration has 54 actions, including "Get Company", "Get Contact", and "Get Contract", and more. Refer to our Autotask PSA Documentation for detailed inputs and outputs.

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].

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

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

Absolutely. Where Autotask PSA 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 Autotask PSA or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Autotask PSA 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 Autotask PSA 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 Autotask PSA integration.

Autotask PSA integration source code, module specs and credentials implementation.
Internal Autotask PSA integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Autotask PSA 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® Autotask PSA App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Autotask PSA Integration

Supported triggers and actions for Autotask PSA integration