STEP 1
Connect Autotask PSA and JobLogic
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 JobLogic Integration
Build project management workflows between Autotask PSA and JobLogic on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Autotask PSA and JobLogic
Detailed info you need to know about Autotask PSA and JobLogic 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 JobLogic
Set up your Autotask PSA and JobLogic integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and JobLogic 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 JobLogic. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and JobLogic work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and JobLogic 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.
JobLogic triggersAutotask PSA actions
JobLogic modules
- Add a Job TaskAdds a job task.
- Add a Task LibraryAdds a task library to the system.
- Add Customer Contact to JobAssigns multiple site and customer contacts to a job.
- Add Non-Productive DataAdds non-productive data to the system for a specified entity.
- Approve a Purchasing OrderApproves an order for purchase.
- Approve a QuoteApproves a quote, indicating the user's decision to proceed with the purchase after reviewing the details.
- Assign a Customer to a QuoteAssigns a customer contact to a specific quote.
- Cancel a QuoteCancels a specific quote in the system.
- Complete a Delivery Purchase Order Line ItemCompletes a delivery purchase order line item for the specified order.
- Create a ContactCreates a new contact.
- Create a Contact with Email NotificationsCreates a new contact for a job and automatically subscribes them to all available email notification events.
- Create a CustomerCreates a new customer in the system.
- Create a JobsheetGenerates a URL that can be used to download a jobsheet (valid for 7 days).
- Create a Purchase OrderCreates a new order for purchase.
- Create a Purchase Order Line ItemCreates a purchase order line item in the system.
- Create a QuoteCreates a new quote in the system.
- Create a Supplier Invoice/Credit Purchase OrderCreates a supplier invoice or credit purchase order for accounting purposes.
- Create a TimesheetCreates a new timesheet using the API endpoint.
- Create an InvoiceCreates a new invoice in the system.
- Create Multiple Invoice Lines for a Supplier's Purchase OrderCreates several invoice lines for a specific purchase order from a supplier.
- Delete a ContactDeletes a contact from the service.
- Delete a ContactRemoves a contact identified by a unique ID from the service.
- Delete a CustomerDeletes a customer from the service.
- Delete a JobDeletes a specific job from the system.
- Delete a Purchase OrderDeletes a purchase order from the system.
- Delete a Purchase Order Line ItemDeletes a specific line item from a purchase order.
- Delete a QuoteDeletes a quote in the system.
- Delete a Supplier InvoiceDeletes a specified supplier invoice from the system.
- Delete an InvoiceDeletes an invoice from the system using the specified invoice ID.
- Delete CostsDeletes costs from the database or service.
- Get a ContactRetrieves a contact by its unique ID.
- Get a Contact by Unique Entity IDRetrieves a contact using a unique entity ID.
- Get a CostRetrieves cost information from a service based on a provided quote.
- Get a Customer by IDRetrieves a customer using their unique ID.
- Get a Customer by IDRetrieves a customer using a unique ID.
- Get a JobRetrieves job details by a unique ID (GUID).
- Get a Purchase OrderRetrieves a purchase order from the service.
- Get a Purchase Order by Job IDRetrieves a purchase order by the specified Job ID.
- Get a Purchase Order Line ItemRetrieves a purchase order line item from the server using a specified resource.
- Get a TaskRetrieves a task using its unique ID.
- Get an InvoiceRetrieves an invoice.
- Get an InvoiceRetrieves an invoice using the specified parameters.
- Get Contract DetailsRetrieves detailed information for a specific contract using either its internal ID, a unique GUID, or both.
- Get Costs by TypeRetrieves costs categorized by grouped line type.
- Get Customer Contract by Site IDRetrieves all contracts associated with a specific site.
- Get Invoice DetailsRetrieves details for a specific invoice.
- Get Job DetailsRetrieves details of a specific job.
- Get Non-Productive TypesGets a list of non-productive types from the service.
- Get Purchase Order DetailsRetrieves the details of a specific purchase order.
- Get Quote DetailsRetrieves details of a specific quote.
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 JobLogic 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 JobLogic.
Connect your Autotask PSA and JobLogic 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 JobLogic's "Watch Contacts" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); JobLogic has 81 actions (including Add a Job Task, Add a Task Library, and Add Customer Contact to Job). 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-JobLogic 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 JobLogic) 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 + JobLogic 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 JobLogic integration.
- Autotask PSA and JobLogic integration source code, module specs and credentials implementation.
- Our Autotask PSA and JobLogic integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and JobLogic — 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
- JobLogic integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library