STEP 1
Connect Autotask PSA and Karbon
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 Karbon Integration
Keep Autotask PSA and Karbon in sync by integrating their events and actions. When project management events happen in Autotask PSA, update the Karbon automatically - without any line of code in visual workflow builder.
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Learn about Autotask PSA and Karbon
Detailed info you need to know about Autotask PSA and Karbon 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 Karbon
Set up your Autotask PSA and Karbon integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Karbon 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 Karbon. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Karbon work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Karbon 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.
Karbon triggersAutotask PSA actions
Karbon modules
- Add Team MembersAdds one or more users to a Karbon team.
- Create a Client GroupCreates a new client group in Karbon.
- Create a ContactCreates a new contact in Karbon.
- Create a Custom Field DefinitionCreates a new custom field definition in Karbon.
- Create a Manual PaymentRecords a manual payment against a Karbon invoice.
- Create a NoteCreates a new note in Karbon.
- Create a UserCreates a new user in Karbon.
- Create a Work ItemCreates a new work item in Karbon.
- Create a Work ScheduleCreates a new recurring work schedule in Karbon.
- Create an ExpenseCreates a new expense on a Karbon timeline.
- Create an OrganizationCreates a new organization in Karbon.
- Delete a Custom Field DefinitionDeletes a custom field definition from Karbon by its key.
- Delete a Manual PaymentDeletes a manual payment from Karbon by its key.
- Download a FileDownloads a single Karbon file by its key.
- Get a Business CardRetrieves a single business card from Karbon by its key.
- Get a Client GroupRetrieves a single client group from Karbon by its key.
- Get a Client Group by User Defined IdentifierRetrieves a single client group from Karbon by its user defined identifier.
- Get a CommentRetrieves a single comment from Karbon by its key.
- Get a ContactRetrieves a single contact from Karbon by its key.
- Get a Contact by User Defined IdentifierRetrieves a single contact from Karbon by its user defined identifier.
- Get a File by TokenRetrieves a Karbon file using its file token.
- Get a NoteRetrieves a single note from Karbon by its ID.
- Get a PaymentRetrieves a single payment from Karbon by its key.
- Get a TeamRetrieves a single Karbon team, including its members.
- Get a TimesheetRetrieves a single timesheet from Karbon by its key.
- Get a UserRetrieves a single user from Karbon by their ID.
- Get a Work ItemRetrieves a single work item from Karbon by its key.
- Get a Work ScheduleRetrieves a single work schedule from Karbon by its key.
- Get a Work TemplateRetrieves a single work template from Karbon by its key.
- Get an Estimate SummaryRetrieves a single estimate summary of a Karbon work item by its key.
- Get an Individual Time EntryRetrieves a single individual time entry from Karbon by its key.
- Get an Integration TaskRetrieves a single integration task from Karbon by its key.
- Get an InvoiceRetrieves a single invoice from Karbon by its key.
- Get an OrganizationRetrieves a single organization from Karbon by its key.
- Get an Organization by User Defined IdentifierRetrieves a single organization from Karbon by its user defined identifier.
- Get Custom Field ValuesRetrieves the custom field values stored on a Karbon entity.
- Get File DetailsRetrieves the details of a single Karbon file by its key.
- Get Tenant SettingsRetrieves the contact and work settings of the Karbon tenant.
- List Client GroupsSearches the client groups in Karbon and returns the matching entries.
- List ContactsSearches the contacts in Karbon and returns the matching entries.
- List Custom Field DefinitionsRetrieves the custom field definitions of the Karbon tenant.
- List Estimate SummariesRetrieves the estimate summaries of a Karbon work item.
- List FilesRetrieves the files attached to a Karbon entity.
- List Individual Time EntriesSearches the individual time entries in Karbon and returns the matching entries.
- List Integration Task DefinitionsRetrieves the integration task definitions available in Karbon.
- List Integration TasksSearches the integration tasks in Karbon and returns the matching entries.
- List InvoicesSearches the invoices in Karbon and returns the matching entries.
- List OrganizationsSearches the organizations in Karbon and returns the matching entries.
- List PaymentsSearches the payments in Karbon and returns the matching entries.
- List RolesRetrieves the roles defined in Karbon.
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 Karbon 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 Karbon.
Connect your Autotask PSA and Karbon 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 Karbon'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); Karbon has 73 actions (including Add Team Members, Create a Client Group, and Create a Contact). 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-Karbon 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 Karbon) 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 + Karbon 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 Karbon integration.
- Autotask PSA and Karbon integration source code, module specs and credentials implementation.
- Our Autotask PSA and Karbon integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Karbon — 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
- Karbon integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library