STEP 1
Connect Autotask PSA and Housecall Pro
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 Housecall Pro Integration
Keep Autotask PSA and Housecall Pro in sync by integrating their events and actions. When project management events happen in Autotask PSA, update the Housecall Pro automatically - without any line of code in visual workflow builder.
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Learn about Autotask PSA and Housecall Pro
Detailed info you need to know about Autotask PSA and Housecall Pro 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]
Housecall Pro
Field service management software for scheduling jobs, dispatching crews, and invoicing customers. [6]
How to connect Autotask PSA to Housecall Pro
Set up your Autotask PSA and Housecall Pro integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Housecall Pro 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 Housecall Pro. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Housecall Pro work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Housecall Pro 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.
Housecall Pro triggersAutotask PSA actions
Housecall Pro modules
- Add a Job Line ItemCreates a new line item for a job.
- Add a Job NoteCreates a new note on a job.
- Add a Job TagAdds a tag to a job.
- Add an Attachment to a JobUploads a file attachment to an existing job by id.
- Add an Estimate AttachmentCreates a new attachment for a job.
- Create a CustomerCreates a new customer.
- Create a Customer AddressCreates a new customer address.
- Create a JobCreates a new job.
- Create a Job AppointmentCreates a new job appointment.
- Create a Job LinkCreates a new link to a job.
- Create a LeadCreates a new lead.
- Create an EstimateCreates a new estimate.
- Create an Estimate Option LinkCreates a new estimate option link.
- Create an Estimate Option NoteCreates a new estimate option note.
- Delete a Job AppointmentDeletes an existing job appointment.
- Delete a Job NoteDeletes an existing job note.
- Delete a Job TagDeletes an existing job tag.
- Delete an Estimate Option NoteDeletes an estimate option note.
- Get a CustomerRetrieves a customer by given ID.
- Get a Customer AddressRetrieves an existing customer address by ID.
- Get a JobRetrieves a single job by ID.
- Get a LeadRetrieves a single lead by ID.
- Get an EstimateRetrieves a single estimate by ID.
- List Customer AddressesRetrieves a list of customer addresses.
- List EmployeesRetrieves a list of employees from an account.
- List Job AppointmentsRetrieves a list of appointments for a specified job.
- List Job InvoicesRetrieves a list of invoices for a specified job.
- List Schedule WindowsRetrieves a list of schedule windows.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ChecklistsSearches for checklists.
- Search CustomersSearches for customers by specified criteria.
- Search EstimatesSearches for estimates by specified criteria.
- Search JobsSearches for new jobs.
- Search LeadsSearches for leads.
- Update a CustomerUpdates an existing customer by id.
- Update a Job AppointmentUpdates an existing job appointment.
- Watch CustomersTriggers when a new customer is created.
- Watch EstimatesTriggers when a new estimate is created.
- Watch LeadsTriggers when a new lead is created.
- Watch New JobsWatches for new jobs with specified status.
- Watch Updated EstimatesTriggers when an estimate is updated.
- Watch Updated JobsWatches for updated jobs with specified status.
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 Housecall Pro 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 Housecall Pro.
Connect your Autotask PSA and Housecall Pro 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 Housecall Pro's "Watch Customers" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Housecall Pro has 36 actions (including Add a Job Line Item, Add a Job Note, and Add a Job Tag). 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-Housecall Pro 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 Housecall Pro) 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 + Housecall Pro 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 Housecall Pro integration.
- Autotask PSA and Housecall Pro integration source code, module specs and credentials implementation.
- Our Autotask PSA and Housecall Pro integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Housecall Pro — 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
- Housecall Pro integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library