STEP 1
Connect Autotask PSA and inFlow
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 inFlow Integration
Keep Autotask PSA and inFlow in sync by integrating their events and actions. When project management events happen in Autotask PSA, update the inFlow automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Autotask PSA and inFlow
Detailed info you need to know about Autotask PSA and inFlow 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 inFlow
Set up your Autotask PSA and inFlow integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and inFlow 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 inFlow. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and inFlow work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and inFlow 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.
inFlow triggersAutotask PSA actions
inFlow modules
- Create or Update a Manufacturing OrderCreates or updates a manufacturing order in the system.
- Create or Update a ProductCreates or updates a product in the service.
- Create or Update a Purchase OrderCreates or updates a purchase order in the system.
- Create or Update a Sales OrderCreates or updates a sales order in the system.
- Create or Update a Stock CountCreates or updates a stock count in the inventory system.
- Create or Update a Stock TransferCreates or updates a stock transfer in the system.
- Create or Update Stock AdjustmentCreates or updates a stock adjustment record in the inventory system.
- Create/Update a CustomerCreates or updates a customer in the system.
- Create/Update a Stock Count SheetCreates or updates a stock count sheet with the provided inventory data.
- Create/Update a VendorCreates or updates a vendor in the system.
- Delete a Stock Count SheetDeletes a stock count sheet from the system.
- Get a CustomerRetrieves a customer's details from the service.
- Get a Manufacturing OrderRetrieves a manufacturing order from the system.
- Get a ProductRetrieves a product from the database.
- Get a Purchase OrderRetrieves a purchase order based on the specified criteria.
- Get a Sales OrderRetrieves a sales order by its ID.
- Get a Stock AdjustmentRetrieves a stock adjustment.
- Get a Stock CountRetrieves a stock count from the inventory system.
- Get a Stock Count SheetRetrieves a stock count sheet.
- Get a Stock Room UserRetrieves a stock room user by user ID.
- Get a Stock Room UserRetrieves a stock room user.
- Get a Stock TransferRetrieves a stock transfer based on the provided criteria.
- Get a VendorRetrieves details of a specific vendor.
- Get CustomersRetrieves all customers from the service.
- Get Manufacturing OrdersRetrieves all manufacturing orders.
- Get Product Inventory SummariesRetrieves inventory summaries for multiple products.
- Get Product Inventory SummaryRetrieves a product inventory summary.
- Get ProductsRetrieves a list of all products.
- Get Purchase OrdersRetrieves all purchase orders.
- Get Sales OrdersRetrieves all sales orders.
- Get Stock AdjustmentsRetrieves all stock adjustments.
- Get Stock CountsRetrieves all stock counts.
- Get Stock TransfersRetrieves a list of all stock transfers.
- Get VendorsRetrieves a list of all vendors.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch EventsTriggers when a new event is created or updated.
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 inFlow 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 inFlow.
Connect your Autotask PSA and inFlow 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 inFlow's "Watch Events" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); inFlow has 35 actions (including Create or Update a Manufacturing Order, Create or Update a Product, and Create or Update a Purchase Order). 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-inFlow 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 inFlow) 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 + inFlow 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 inFlow integration.
- Autotask PSA and inFlow integration source code, module specs and credentials implementation.
- Our Autotask PSA and inFlow integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and inFlow — 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
- inFlow integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library