STEP 1
Connect Autotask PSA and FMX
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 FMX Integration
Connect Autotask PSA and FMX to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Autotask PSA and FMX
Detailed info you need to know about Autotask PSA and FMX 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]
How to connect Autotask PSA to FMX
Set up your Autotask PSA and FMX integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and FMX 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 FMX. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and FMX work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and FMX 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.
FMX triggersAutotask PSA actions
FMX modules
- Approve a Work RequestApproves a work request in the system.
- Create a UserCreates a user in the system.
- Create a Work RequestCreates a new work request in the system.
- Create a Work TaskCreates a new work task.
- Create an Accounting AccountCreates an accounting account.
- Create an AttachmentCreates an attachment for a specific entry.
- Create an InventoryCreates an inventory for a specified set of items or products.
- Decline a Work RequestDeclines a work request in the system.
- Delete a Purchase Order PaymentDeletes a purchase order payment.
- Delete a UserDeletes a user from the service.
- Delete a Work RequestDeletes a work request from the system.
- Delete an Accounting AccountDeletes an accounting account from the system.
- Delete an AttachmentDeletes an attachment from a specified source.
- Finalize a Work RequestFinalizes a work request and marks it as completed.
- Get a Purchase OrderRetrieves a purchase order for a specified ID.
- Get a UserRetrieves a user profile.
- Get a Work RequestRetrieves a work request.
- Get a Work TaskRetrieves a work task from the system by using the specified parameters.
- Get Accounting AccountsRetrieves accounting accounts details.
- Get an Accounting AccountRetrieves an accounting account from the service.
- Get an AttachmentRetrieves a specific attachment from the service.
- Get an InventoryRetrieves an inventory from the service.
- Get an InvoiceRetrieves an invoice from the service.
- Get AttachmentsRetrieves all attachments.
- Get InventoriesRetrieves all inventories from the service.
- Get InvoicesRetrieves all invoices.
- Get Purchase OrdersRetrieves all purchase orders.
- Get UsersRetrieves all users from the service.
- Get Work RequestsRetrieves all work requests from the service.
- Get Work TasksRetrieves all work tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Pay a Purchase OrderPays a specific purchase order in the system.
- Place a Hold on a Work RequestPlaces a hold on a work request in the system.
- Remove Hold for a Work RequestRemoves a hold for a specific work request.
- Resolve a Work RequestResolves a work request by completing the necessary actions and updating the status in the system.
- Respond to a Work RequestAllows a user to respond to a work request by providing necessary information or confirmation.
- Start Work for a Work RequestInitiates work for a specified work request.
- Stop Work for a Work RequestStops work for a specified work request in the system.
- Update a Purchase Order PaymentUpdates the payment details for a specific purchase order.
- Update a UserUpdates a user with the provided information.
- Update a Work RequestUpdates a work request with new details or modifications.
- Update a Work TaskUpdates a work task with new details or status.
- Update an Accounting AccountUpdates an accounting account with the provided details.
- Update an InventoryUpdates an inventory record with new details or changes.
- Watch InvoicesTriggers when a new invoice is created.
- Watch Purchase OrdersTriggers when a new purchase order is created or updated.
- Watch UsersTriggers when a new user is created.
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 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.
- 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 Autotask PSA and FMX 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 FMX.
Connect your Autotask PSA and FMX 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 FMX's "Watch Invoices" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); FMX has 44 actions (including Approve a Work Request, Create a User, and Create a Work Request). 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. Autotask PSA-to-FMX 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 FMX) 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 + FMX 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 FMX integration.
- Autotask PSA and FMX integration source code, module specs and credentials implementation.
- Our Autotask PSA and FMX integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and FMX — 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
- FMX integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library