STEP 1
Connect Autotask PSA and MOCO
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 MOCO Integration
Connect Autotask PSA and MOCO 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 MOCO
Detailed info you need to know about Autotask PSA and MOCO 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 MOCO
Set up your Autotask PSA and MOCO integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and MOCO 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 MOCO. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and MOCO work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and MOCO 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.
MOCO triggersAutotask PSA actions
MOCO modules
- Archive a CompanyArchives a company.
- Create a Catalog ServiceCreates a new catalog service.
- Create a Catalog Service ItemCreates a new catalog service item.
- Create a CommentCreates a new comment.
- Create a CompanyCreates a new company.
- Create a ContactCreates a new contact.
- Create Activities in BulkCreates several activities in one request.
- Create a Custom FieldCreates a new custom field.
- Create a DealCreates a new deal.
- Create a Deal CategoryCreates a new deal category.
- Create an ActivityCreates a new activity.
- Create an ApprovalCreates an approval request for an invoice or a purchase.
- Create an Expense TemplateCreates a new expense template.
- Create an InvoiceCreates a new invoice.
- Create an Invoice AttachmentCreates a new invoice attachment.
- Create an Invoice Bookkeeping ExportCreates a bookkeeping export for the invoices you choose.
- Create an Invoice PaymentCreates a new invoice payment.
- Create an Invoice ReminderCreates a new invoice reminder.
- Create an Offer ConfirmationCreates a new offer confirmation.
- Create a Task TemplateCreates a new task template.
- Create Comments in BulkAdds the same comment to several records.
- Create Invoice Payments in BulkRecords several invoice payments in one request.
- Delete a Catalog ServiceDeletes an existing catalog service.
- Delete a Catalog Service ItemDeletes an existing catalog service item.
- Delete a CommentDeletes an existing comment.
- Delete a CompanyDeletes an existing company.
- Delete a ContactDeletes an existing contact.
- Delete a Custom FieldDeletes an existing custom field.
- Delete a DealDeletes an existing deal.
- Delete a Deal CategoryDeletes an existing deal category.
- Delete an ActivityDeletes an existing activity.
- Delete an ApprovalDeletes an existing approval.
- Delete an Expense TemplateDeletes an existing expense template.
- Delete an InvoiceDeletes an existing invoice.
- Delete an Invoice AttachmentDeletes an existing invoice attachment.
- Delete an Invoice PaymentDeletes an existing invoice payment.
- Delete an Invoice ReminderDeletes an existing invoice reminder.
- Delete a Task TemplateDeletes an existing task template.
- Download an Invoice PDFDownloads an invoice as a PDF file.
- Download an Invoice Timesheet PDFDownloads an invoice timesheet as a PDF file.
- Get a Catalog ServiceReturns a single catalog service.
- Get a Catalog Service ItemReturns a single catalog service item.
- Get a CommentReturns a single comment.
- Get a CompanyReturns a single company.
- Get a ContactReturns a single contact.
- Get a Custom FieldReturns a single custom field.
- Get a DealReturns a single deal.
- Get a Deal CategoryReturns a single deal category.
- Get an ActivityReturns a single activity.
- Get an ApprovalReturns a single approval.
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 ProjectsRetrieves a list of projects.
- List Project TasksRetrieves a list of tasks for a project.
- 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 MOCO 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 MOCO.
Connect your Autotask PSA and MOCO 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 MOCO's "Watch Absence Requests" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); MOCO has 117 actions (including Archive a Company, Create a Catalog Service, and Create a Catalog Service 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-MOCO 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 MOCO) 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 + MOCO 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 MOCO integration.
- Autotask PSA and MOCO integration source code, module specs and credentials implementation.
- Our Autotask PSA and MOCO integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and MOCO — 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
- MOCO integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library