STEP 1
Connect Autotask PSA and MaxOptra
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 MaxOptra Integration
Build project management workflows between Autotask PSA and MaxOptra 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 MaxOptra
Detailed info you need to know about Autotask PSA and MaxOptra 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 MaxOptra
Set up your Autotask PSA and MaxOptra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and MaxOptra 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 MaxOptra. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and MaxOptra work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and MaxOptra 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.
MaxOptra triggersAutotask PSA actions
MaxOptra modules
- Create a DriverCreates a new driver with the provided details.
- Create an OrderCreates a new order.
- Delete a DriverDeletes an existing driver by ID.
- Delete an OrderDeletes a single order.
- Get a DriverRetrieves a driver's details.
- Get an OrderRetrieves a single order's details by ID.
- Get an Order Proof of DeliveryRetrieves a single order POD.
- Get Order Execution DetailsRetrieves the details of an order execution by ID.
- Get Order Tracking DetailsRetrieves tracking details for an order.
- List Order AttachmentsRetrieves a list of attachments for a specified order.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Driver ShiftsSearches for driver shifts.
- Search DriversRetrieves a list of drivers.
- Search OrdersSearches for orders by specified criteria.
- Search Vehicle ShiftsSearches for vehicle shifts.
- Update a DriverUpdates a driver's details.
- Update an OrderUpdates an existing order with the provided details.
- Watch EventsTriggers when a specified event occurs.
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 MaxOptra 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 MaxOptra.
Connect your Autotask PSA and MaxOptra 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 MaxOptra'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); MaxOptra has 17 actions (including Create a Driver, Create an Order, and Delete a Driver). 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-MaxOptra 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 MaxOptra) 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 + MaxOptra 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 MaxOptra integration.
- Autotask PSA and MaxOptra integration source code, module specs and credentials implementation.
- Our Autotask PSA and MaxOptra integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and MaxOptra — 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
- MaxOptra integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library