Autotask PSA - Apps Documentation

Requirements

Before you set up the credential, make sure you have an active Autotask PSA account and an API access token from your account settings ready.[3]

Get your Autotask PSA credentials

API Integration CodepasswordRequired
The API Integration Code from Autotask (Settings > Integrations & APIs > Manage Integrations).
[1]
API UseremailRequired
The Autotask API User email or login name (must be an API User, not a regular user).
[1]
API SecretpasswordRequired
The API Secret associated with the API User account.
[1]

Connect Autotask PSA in WEXTL

Log in to your WEXTL account, add the Autotask PSA node module to your workflow, and click Create new credential.
Optional: In the Credential name field, enter a name for the credential.
Enter the authentication credentials you copied from your Autotask PSA account, or follow the on-screen instructions to create the credential.
If prompted, authenticate your account and confirm access.
If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Autotask PSA node modules

The list below is a reference of every Autotask PSA node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Each Autotask PSA node module below opens to reveal its input parameters, outputs, and connection requirements.

Get CompanySearch

Input fields[3]

Field	Type
Company IDRequired	choice

Output fields[3]

Field	Type
ID	text
Company Name	text
Company Type	number
Phone	text
Owner Resource ID	number
Active	boolean
Address Line 1	text
Address Line 2	text
City	text
State	text
Postal Code	text
Country ID	number
Fax	text
Website	text
Tax ID	text
Territory ID	number
Market Segment ID	number
Classification	number
Currency ID	number
Create Date	date

Get ContactSearch

Input fields[3]

Field	Type
Company IDRequired	choice

Output fields[3]

Field	Type
ID	text
Company ID	number
First Name	text
Last Name	text
Middle Initial	text
Email Address	text
Email Address 2	text
Phone	text
Alternate Phone	text
Mobile Phone	text
Fax	text
Job Title	text
Address Line	text
Address Line 1	text
City	text
State	text
Zip Code	text
Country ID	number
Active	number
Note	text

2other output fields

Get ContractSearch

Input fields[3]

Field	Type
Contract IDRequired	choice

Output fields[3]

Field	Type
ID	text

Get CountrySearch

Input fields[3]

Field	Type
Country IDRequired	text

Output fields[3]

Field	Type
ID	text

Get CurrencySearch

Input fields[3]

Field	Type
Currency IDRequired	text

Output fields[3]

Field	Type
ID	text

Get DepartmentSearch

Input fields[3]

Field	Type
Department IDRequired	choice

Output fields[3]

Field	Type
ID	text

Get InvoiceSearch

Input fields[3]

Field	Type
Invoice IDRequired	choice

Output fields[3]

Field	Type
ID	text
Invoice Number	text
Company ID	number
Invoice Date	date
Due Date	date
Invoice Total	number
Total Tax	number
Voided	boolean
Comments	text
From Date	date
To Date	date
Paid Date	date

Get OpportunitySearch

Input fields[3]

Field	Type
Opportunity IDRequired	choice

Output fields[3]

Field	Type
ID	text
Title	text
Company ID	number
Contact ID	number
Amount	number
Cost	number
Probability	number
Projected Close Date	date
Stage	number
Status	number
Owner Resource ID	number
Description	text
Monthly Revenue	number
Monthly Cost	number
Start Date	date
Closed Date	date
Create Date	date

Get ProductSearch

Input fields[3]

Field	Type
Product IDRequired	text

Output fields[3]

Field	Type
ID	text

Get ProjectSearch

Input fields[3]

Field	Type
Project IDRequired	choice

Output fields[3]

Field	Type
ID	text

Get ResourceSearch

Input fields[3]

Field	Type
Resource IDRequired	choice

Output fields[3]

Field	Type
ID	text
First Name	text
Last Name	text
Middle Name	text
User Name	text
Email	text
Email 2	text
Office Phone	text
Office Extension	text
Mobile Phone	text
Home Phone	text
Active	boolean
User Type	number
License Type	number
Resource Type	text
Location ID	number
Hire Date	date
Title	text
Gender	text
Default Service Desk Role ID	number

Get RoleSearch

Input fields[3]

Field	Type
Role IDRequired	choice

Output fields[3]

Field	Type
ID	text

Get SubscriptionSearch

Input fields[3]

Field	Type
Subscription IDRequired	text

Output fields[3]

Field	Type
ID	text

Get TicketSearch

Input fields[3]

Field	Type
Ticket IDRequired	choice

Output fields[3]

Field	Type
ID	text
Title	text
Ticket Number	text
Status	number
Priority	number
Queue ID	number
Ticket Category	number
Company ID	number
Contact ID	number
Assigned Resource ID	number
Contract ID	number
Project ID	number
Configuration Item ID	number
Description	text
Due Date	date
Create Date	date
Issue Type	number
Sub-Issue Type	number
Source	number
Estimated Hours	number

4other output fields

Get Time EntrySearch

Input fields[3]

Field	Type
Time Entry IDRequired	text

Output fields[3]

Field	Type
ID	text
Resource ID	number
Task ID	number
Ticket ID	number
Date Worked	date
Hours Worked	number
Hours To Bill	number
Start Date/Time	date
End Date/Time	date
Summary Notes	text
Internal Notes	text
Time Entry Type	number
Offset Hours	number
Non-Billable	boolean
Show On Invoice	boolean
Contract Service ID	number
Contract ID	number
Billing Code ID	number
Role ID	number
Create Date	date

1other output field

List CompaniesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
Active	boolean

List Company AttachmentsSearch

Input fields[3]

Field	Type
Company IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text

List Company ContactsSearch

Input fields[3]

Field	Type
Company IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text

List Company NotesSearch

Input fields[3]

Field	Type
Company IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text

List ContactsSearch

Input fields[3]

Field	Type
Company ID	choice
Limit	number

Output fields[3]

Field	Type
ID	text
First Name	text
Last Name	text

List ContractsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List CountriesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List CurrenciesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List DepartmentsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List InvoicesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List OpportunitiesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List ProductsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List Project PhasesSearch

Input fields[3]

Field	Type
Project IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text

List Project TasksSearch

Input fields[3]

Field	Type
Project IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text

List ProjectsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List ResourcesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List RolesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List SubscriptionsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text

List Ticket AttachmentsSearch

Input fields[3]

Field	Type
Ticket IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text

List Ticket NotesSearch

Input fields[3]

Field	Type
Ticket IDRequired	choice
Limit	number

Output fields[3]

Field	Type
ID	text
Description	text

List TicketsSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
Title	text
Ticket Number	text
Status	number
Priority	number
Queue ID	number
Ticket Category	number
Company ID	number
Contact ID	number
Assigned Resource ID	number
Contract ID	number
Project ID	number
Configuration Item ID	number
Description	text
Due Date	date
Create Date	date
Issue Type	number
Sub-Issue Type	number
Source	number
Estimated Hours	number

4other output fields

List Time EntriesSearch

Input fields[3]

Field	Type
Limit	number

Output fields[3]

Field	Type
ID	text
Resource ID	number
Task ID	number
Ticket ID	number
Date Worked	date
Hours Worked	number
Hours To Bill	number
Start Date/Time	date
End Date/Time	date
Summary Notes	text
Internal Notes	text
Time Entry Type	number
Offset Hours	number
Non-Billable	boolean
Show On Invoice	boolean
Contract Service ID	number
Contract ID	number
Billing Code ID	number
Role ID	number
Create Date	date

1other output field

Add Ticket NoteAction

Input fields[3]

Field	Type
Ticket IDRequired	choice
TitleRequired	text
DescriptionRequired	text
Note TypeRequired	number
PublishRequired	number

Output fields[3]

Field	Type
ID	text
Ticket ID	number
Title	text
Description	text
Note Type	number
Publish	number
Create Date	date
Creator Resource ID	number
Last Activity Date	date

Create CompanyAction

Input fields[3]

Field	Type
Company NameRequired	text
Company TypeRequired	number
PhoneRequired	text
Owner Resource IDRequired	choice
Active	boolean
Address Line 1	text
Address Line 2	text
City	text
State	text
Postal Code	text
Country ID	text
Fax	text
Website	text

Output fields[3]

Field	Type
ID	text
Company Name	text
Company Type	number
Phone	text
Owner Resource ID	number
Active	boolean
Address Line 1	text
Address Line 2	text
City	text
State	text
Postal Code	text
Country ID	number
Fax	text
Website	text
Tax ID	text
Territory ID	number
Market Segment ID	number
Classification	number
Currency ID	number
Create Date	date

Create ContactAction

Input fields[3]

Field	Type
Company IDRequired	choice
First NameRequired	text
Last NameRequired	text
Email AddressRequired	text
Phone	text
Mobile Phone	text
Job Title	text

Output fields[3]

Field	Type
ID	text
Company ID	number
First Name	text
Last Name	text
Email Address	text
Phone	text
Mobile Phone	text
Job Title	text
Active	number
Create Date	date

Create ContractAction

Input fields[3]

Field	Type
Company IDRequired	choice
Contract NameRequired	text
Contract TypeRequired	number
StatusRequired	number
Start DateRequired	date
End DateRequired	date
Description	text
Estimated Hours	number
Estimated Revenue	number
Estimated Cost	number

Output fields[3]

Field	Type
ID	text
Company ID	number
Contract Name	text
Contract Number	text
Contract Type	number
Status	number
Start Date	date
End Date	date
Description	text
Estimated Hours	number
Estimated Revenue	number
Estimated Cost	number
Contract Category	number
Contract Period Type	number
Is Default Contract	boolean

Create OpportunityAction

Input fields[3]

Field	Type
TitleRequired	text
Company IDRequired	choice
AmountRequired	number
CostRequired	number
ProbabilityRequired	number
Projected Close DateRequired	date
StageRequired	number
StatusRequired	number
Owner Resource IDRequired	choice
Description	text
Monthly Revenue	number
Monthly Cost	number

Output fields[3]

Field	Type
ID	text
Title	text
Company ID	number
Contact ID	number
Amount	number
Cost	number
Probability	number
Projected Close Date	date
Stage	number
Status	number
Owner Resource ID	number
Description	text
Monthly Revenue	number
Monthly Cost	number
Start Date	date
Closed Date	date
Create Date	date

Create ProductAction

Input fields[3]

Field	Type
NameRequired	text
DescriptionRequired	text
Product CategoryRequired	number
Unit PriceRequired	number
Unit CostRequired	number
Period TypeRequired	number
SKU	text
Active	boolean
Manufacturer Name	text
Link	text

Output fields[3]

Field	Type
ID	text
Name	text
Description	text
Product Category	number
Unit Price	number
Unit Cost	number
Period Type	number
SKU	text
Active	boolean
Manufacturer Name	text
Link	text
Billing Type	number
Markup Rate	number

Create ProjectAction

Input fields[3]

Field	Type
Project NameRequired	text
Company IDRequired	choice
Project TypeRequired	number
StatusRequired	number
Start DateRequired	date
End DateRequired	date
DurationRequired	number
Description	text
Project Lead Resource ID	choice
Contract ID	choice
Purchase Order Number	text

Output fields[3]

Field	Type
ID	text
Project Name	text
Company ID	number
Project Type	number
Status	number
Start Date	date
End Date	date
Duration	number
Description	text
Project Lead Resource ID	number
Contract ID	number
Purchase Order Number	text
Project Number	text
Completed Percentage	number
Estimated Time	number
Create Date	date

Create SubscriptionAction

Input fields[3]

Field	Type
Subscription NameRequired	text
Configuration Item IDRequired	text
Effective DateRequired	date
Expiration Date	date
Period Type	number
Period Price	number
Period Cost	number
Purchase Order Number	text
Description	text

Output fields[3]

Field	Type
ID	text
Subscription Name	text
Configuration Item ID	number
Effective Date	date
Expiration Date	date
Period Type	number
Period Price	number
Period Cost	number
Total Price	number
Total Cost	number
Purchase Order Number	text
Description	text
Status	number

Create TicketAction

Input fields[3]

Field	Type
TitleRequired	text
Company IDRequired	choice
StatusRequired	number
PriorityRequired	number
Queue IDRequired	number
Ticket Number	text
Description	text
Assigned Resource ID	choice
Ticket Category	choice
Contract ID	choice
Project ID	choice
Due Date	date
Issue Type	number
Sub-Issue Type	number
Source	number
Estimated Hours	number

Output fields[3]

Field	Type
ID	text
Title	text
Ticket Number	text
Status	number
Priority	number
Queue ID	number
Ticket Category	number
Company ID	number
Contact ID	number
Assigned Resource ID	number
Contract ID	number
Project ID	number
Configuration Item ID	number
Description	text
Due Date	date
Create Date	date
Issue Type	number
Sub-Issue Type	number
Source	number
Estimated Hours	number

4other output fields

Create Time EntryAction

Input fields[3]

Field	Type
Resource IDRequired	choice
Date WorkedRequired	date
Hours WorkedRequired	number
Ticket ID	choice
Task ID	text
Hours To Bill	number
Start Date/Time	date
End Date/Time	date
Summary Notes	text
Internal Notes	text
Time Entry Type	number
Offset Hours	number
Non-Billable	boolean
Show On Invoice	boolean
Contract Service ID	text

Output fields[3]

Field	Type
ID	text
Resource ID	number
Task ID	number
Ticket ID	number
Date Worked	date
Hours Worked	number
Hours To Bill	number
Start Date/Time	date
End Date/Time	date
Summary Notes	text
Internal Notes	text
Time Entry Type	number
Offset Hours	number
Non-Billable	boolean
Show On Invoice	boolean
Contract Service ID	number
Contract ID	number
Billing Code ID	number
Role ID	number
Create Date	date

1other output field

Make an API Calluniversal

Input fields[3]

Field	Type
URLRequired	text
MethodRequired	choice
Headers	array
Header	object
Query String	array
Parameter	object
Body	text

Output fields[3]

Field	Type
Body	text
Headers	object
Status code	number

Update CompanyAction

Input fields[3]

Field	Type
Company IDRequired	choice
Company Name	text
Active	boolean
Phone	text
Address Line 1	text
City	text
State	text
Postal Code	text
Owner Resource ID	choice
Website	text

Output fields[3]

Field	Type
ID	text
Company Name	text
Company Type	number
Phone	text
Owner Resource ID	number
Active	boolean
Address Line 1	text
Address Line 2	text
City	text
State	text
Postal Code	text
Country ID	number
Fax	text
Website	text
Tax ID	text
Territory ID	number
Market Segment ID	number
Classification	number
Currency ID	number
Create Date	date

Update ContractAction

Input fields[3]

Field	Type
Contract IDRequired	choice
Contract Name	text
Status	number
Contract Type	number
Start Date	date
End Date	date
Description	text

Output fields[3]

Field	Type
ID	text
Company ID	number
Contract Name	text
Contract Number	text
Contract Type	number
Status	number
Start Date	date
End Date	date
Description	text
Estimated Hours	number
Estimated Revenue	number
Estimated Cost	number
Contract Category	number
Contract Period Type	number
Is Default Contract	boolean

Update OpportunityAction

Input fields[3]

Field	Type
Opportunity IDRequired	choice
Title	text
Amount	number
Cost	number
Probability	number
Projected Close Date	date
Stage	number
Status	number
Owner Resource ID	choice
Description	text

Output fields[3]

Field	Type
ID	text
Title	text
Company ID	number
Contact ID	number
Amount	number
Cost	number
Probability	number
Projected Close Date	date
Stage	number
Status	number
Owner Resource ID	number
Description	text
Monthly Revenue	number
Monthly Cost	number
Start Date	date
Closed Date	date
Create Date	date

Update ProjectAction

Input fields[3]

Field	Type
Project IDRequired	choice
Project Name	text
Status	number
Project Type	number
Start Date	date
End Date	date
Duration	number
Description	text
Project Lead Resource ID	choice

Output fields[3]

Field	Type
ID	text
Project Name	text
Company ID	number
Project Type	number
Status	number
Start Date	date
End Date	date
Duration	number
Description	text
Project Lead Resource ID	number
Contract ID	number
Purchase Order Number	text
Project Number	text
Completed Percentage	number
Estimated Time	number
Create Date	date

Update TicketAction

Input fields[3]

Field	Type
Ticket IDRequired	choice
StatusRequired	number
Title	text
Description	text
Priority	number
Queue ID	number
Assigned Resource ID	choice
Ticket Category	choice
Contract ID	choice
Project ID	choice
Due Date	date

Output fields[3]

Field	Type
ID	text
Title	text
Ticket Number	text
Status	number
Priority	number
Queue ID	number
Ticket Category	number
Company ID	number
Contact ID	number
Assigned Resource ID	number
Contract ID	number
Project ID	number
Configuration Item ID	number
Description	text
Due Date	date
Create Date	date
Issue Type	number
Sub-Issue Type	number
Source	number
Estimated Hours	number

4other output fields

Update Time EntryAction

Input fields[3]

Field	Type
Time Entry IDRequired	text
Hours Worked	number
Hours To Bill	number
Date Worked	date
Start Date/Time	date
End Date/Time	date
Summary Notes	text
Internal Notes	text
Time Entry Type	number
Offset Hours	number
Non-Billable	boolean
Show On Invoice	boolean

Output fields[3]

Field	Type
ID	text
Resource ID	number
Task ID	number
Ticket ID	number
Date Worked	date
Hours Worked	number
Hours To Bill	number
Start Date/Time	date
End Date/Time	date
Summary Notes	text
Internal Notes	text
Time Entry Type	number
Offset Hours	number
Non-Billable	boolean
Show On Invoice	boolean
Contract Service ID	number
Contract ID	number
Billing Code ID	number
Role ID	number
Create Date	date

1other output field

Templates

Look for Autotask PSA templates in the WEXTL template library.

Browse templates →

Explore alternative apps

More apps in Project Management category →

References

WEXTL® Autotask PSA Source Code connector implementation.
Our users use cases and automations.
Official API Documentation for Autotask PSA.
WEXTL® visual workflow builder data.

Last updated: Sep 4, 2026 17:47

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