STEP 1
Connect Autotask PSA and Markate
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 Markate Integration
Connect Autotask PSA and Markate 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 Markate
Detailed info you need to know about Autotask PSA and Markate 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 Markate
Set up your Autotask PSA and Markate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Markate 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 Markate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Markate work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Markate 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.
Markate triggersAutotask PSA actions
Markate modules
- Accept an EstimateMarks an estimate as accepted by its ID.
- Create a CategoryCreates a new expense category.
- Create a Checklist ItemCreates a new work order checklist or checklist item under a parent.
- Create a CustomerCreates a new customer with contact details and address.
- Create a LeadCreates a new lead with contact details, source and label.
- Create a SourceCreates a new customer source.
- Create a Tax RateCreates a new tax rate.
- Create a VendorCreates a new expense vendor.
- Create a Work OrderCreates a new work order for a customer with its line items.
- Create an AddressCreates a new address for a customer.
- Create an EntryCreates a new timesheet entry for an employee on a work order.
- Create an EstimateCreates a new estimate for a customer.
- Create an EventCreates a new calendar event for a customer, optionally assigned to an employee.
- Create an ExpenseCreates a new expense, either a standard expense or a mileage expense.
- Create an InvoiceCreates a new invoice for a customer with its line items and payment methods.
- Create an ItemCreates a new inventory item.
- Delete a CategoryDeletes an expense category by its ID.
- Delete a Checklist ItemDeletes a work order checklist or checklist item by its ID.
- Delete a CustomerDeletes a customer by its ID.
- Delete a LeadDeletes a lead by its ID.
- Delete a Lead AttachmentDeletes an attachment from a lead.
- Delete a SourceDeletes a customer source by its ID.
- Delete a Tax RateDeletes a tax rate by its ID.
- Delete a VendorDeletes an expense vendor by its ID.
- Delete a Work Order AttachmentDeletes an attachment from a work order.
- Delete an AddressDeletes a customer address by its ID.
- Delete an EntryDeletes a timesheet entry by its ID.
- Delete an EstimateDeletes an estimate by its ID.
- Delete an Estimate AttachmentDeletes an attachment from an estimate.
- Delete an EventDeletes an event by its ID.
- Delete an ExpenseDeletes an expense by its ID.
- Delete an Expense AttachmentDeletes an attachment from an expense.
- Delete an InvoiceDeletes an invoice by its ID.
- Delete an Invoice AttachmentDeletes an attachment from an invoice.
- Delete an ItemDeletes an inventory item by its ID.
- Get a CategoryRetrieves a single expense category by its ID.
- Get a CustomerRetrieves a single customer by its ID.
- Get a LeadRetrieves a single lead by its ID.
- Get a SourceRetrieves a single customer source by its ID.
- Get a Tax RateRetrieves a single tax rate by its ID.
- Get a VendorRetrieves a single expense vendor by its ID.
- Get a Work OrderRetrieves a single work order by its ID.
- Get an AddressRetrieves a single customer address by its ID.
- Get an EmployeeRetrieves a single employee by its ID.
- Get an EntryRetrieves a single timesheet entry by its ID.
- Get an EstimateRetrieves a single estimate by its ID.
- Get an EventRetrieves a single event by its ID.
- Get an ExpenseRetrieves a single expense by its ID.
- Get an InvoiceRetrieves a single invoice by its ID.
- Get an Invoice PaymentRetrieves a single payment of an invoice by its ID.
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 Markate 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 Markate.
Connect your Autotask PSA and Markate 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 Markate's "Watch Addresses" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Markate has 100 actions (including Accept an Estimate, Create a Category, and Create a Checklist Item). 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-Markate 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 Markate) 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 + Markate 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 Markate integration.
- Autotask PSA and Markate integration source code, module specs and credentials implementation.
- Our Autotask PSA and Markate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Markate — 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
- Markate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library