STEP 1
Connect Autotask PSA and Confluence
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Autotask PSA and Confluence Integration
Integrate Autotask PSA and Confluence and automate project management work. Actions from Autotask PSA app can update information in Confluence - exactly how you set them in visual workflow builder. You can craft workflows how your business process needs with AI, and no coding skills required.
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Learn about Autotask PSA and Confluence
Detailed info you need to know about Autotask PSA and Confluence 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. [5]
Confluence
Connect Confluence Cloud spaces, pages, and attachments to your workflows. [6]
How to connect Autotask PSA to Confluence
Set up your Autotask PSA and Confluence integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Confluence 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 Autotask PSA and Confluence. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Confluence work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Confluence 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.
Autotask PSA actionsConfluence actions
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.
Confluence modules
- Check Site Access by EmailChecks site access for a batch of email addresses.
- Convert Content IDs to TypesConverts content IDs to their content types.
- Create Attachment PropertyCreates a new content property on the attachment.
- Create Blog PostCreates a new blog post.
- Create Blog Post PropertyCreates a new content property on the blog post.
- Create Bulk User LookupLooks up a batch of users by account ID.
- Create Custom ContentCreates a new custom content item.
- Create DatabaseCreates a new database.
- Create FolderCreates a new folder.
- Create Footer CommentCreates a new footer comment.
- Create Inline CommentCreates a new inline comment.
- Create or Update Forge App PropertyCreates or updates the specified Forge app property.
- Create PageCreates a new page.
- Create Page PropertyCreates a new content property on the page.
- Create SpaceCreates a new space. Note: This endpoint returns a task ID, not the space directly.
- Create Space PropertyCreates a new content property on the space.
- Create WhiteboardCreates a new whiteboard.
- Delete AttachmentDeletes the specified attachment.
- Delete Attachment PropertyDeletes the specified content property from the attachment.
- Delete Blog PostDeletes a blog post by ID.
- Delete Blog Post PropertyDeletes the specified content property from the blog post.
- Delete Custom ContentDeletes the specified custom content item.
- Delete DatabaseDeletes a database by ID.
- Delete FolderDeletes a folder by ID.
- Delete Footer CommentDeletes the specified footer comment.
- Delete Forge App PropertyDeletes the specified Forge app property.
- Delete Inline CommentDeletes the specified inline comment.
- Delete PageDeletes a page by ID.
- Delete Page PropertyDeletes the specified content property from the page.
- Delete Space PropertyDeletes the specified content property from the space.
- Delete WhiteboardDeletes a whiteboard by ID.
- Download Attachment ThumbnailDownloads the thumbnail of the attachment.
- Get Ancestors of DatabaseRetrieves the ancestors of the database.
- Get Ancestors of FolderRetrieves the ancestors of the folder.
- Get Ancestors of PageRetrieves the ancestors of the page.
- Get Ancestors of Smart LinkRetrieves the ancestors of the Smart Link.
- Get Ancestors of WhiteboardRetrieves the ancestors of the whiteboard.
- Get Attachment by IDRetrieves the attachment by ID.
- Get Attachment CommentsRetrieves the footer comments on the attachment.
- Get Attachment PropertiesRetrieves the content properties on the attachment.
- Get Attachment Property by IDRetrieves the content property on the attachment by ID.
- Get AttachmentsRetrieves the list of attachments.
- Get Attachments for Blog PostRetrieves the attachments on the blog post.
- Get Attachments for Custom ContentRetrieves the attachments on the custom content item.
- Get Attachments for LabelRetrieves the attachments tagged with the label.
- Get Attachments for PageRetrieves the attachments on the page.
- Get Attachment Version by NumberRetrieves a specific version of the attachment by its version number.
- Get Attachment VersionsGets the version history of the attachment.
- Get Available Space PermissionsRetrieves the list of available space permissions.
- Get Available Space RolesRetrieves the list of available space roles.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Autotask PSA and Confluence integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Autotask PSA and Confluence.
Connect your Autotask PSA and Confluence accounts once, pick an action in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: use Autotask PSA's "Add Ticket Note" action to perform Confluence's "Check Site Access by Email" action. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Confluence has 139 actions (including Check Site Access by Email, Convert Content IDs to Types, and Create Attachment Property). Add filters and transforms between steps when you need them. [1]
Yes — pick an action in either app, then an action in the other, and map the fields between them. [2]
No. Autotask PSA-to-Confluence 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 Autotask PSA (or Confluence) 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 Autotask PSA + Confluence 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 Autotask PSA and Confluence integration.
- Autotask PSA and Confluence integration source code, module specs and credentials implementation.
- Our Autotask PSA and Confluence integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Confluence — 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.
- Autotask PSA integration information
- Confluence integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library