STEP 1
Connect Autotask PSA and Monday.com
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 Monday.com Integration
Keep Autotask PSA and Monday.com in sync by integrating their events and actions. When project management events happen in Autotask PSA, update the Monday.com automatically - without any line of code in visual workflow builder.
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Learn about Autotask PSA and Monday.com
Detailed info you need to know about Autotask PSA and Monday.com 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]
Monday.com
Work management platform for planning, tracking, and collaborating on projects across teams. [6]
How to connect Autotask PSA to Monday.com
Set up your Autotask PSA and Monday.com integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Monday.com 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 Monday.com. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Monday.com work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Monday.com 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.
Monday.com triggersAutotask PSA actions
Monday.com modules
- Activate UsersReactivates one or more previously deactivated users, restoring their access to the account.
- Add Content from MarkdownAppends content to a monday.com document by converting a Markdown string into document blocks.
- Add File to ColumnAttaches one or more files to a file-type column on a board item.
- Add File to UpdateAttaches one or more files to an existing update (comment) on an item.
- Add Team to BoardGrants one or more teams subscriber access to a board.
- Add Team to WorkspaceGrants one or more teams access to a workspace.
- Add Users to BoardSubscribes one or more users to a board, granting them access to view or edit it.
- Add Users to TeamAdds one or more users as members of an existing team.
- Add Users to WorkspaceGrants one or more users access to a workspace.
- Archive a BoardArchive a board, preserving all its data while removing it from active views.
- Archive a GroupArchives a group and all of its items, preserving data while removing them from active view.
- Archive an ItemArchive an item, preserving its data while hiding it from active board views.
- Assign Department MembersAssigns one or more users as members of a department.
- Assign Department OwnerAssigns a user as the owner of a department.
- Assign Team OwnersGrants team-owner permissions to one or more users within a team.
- Change a Column TitleRenames a column on a board by updating its display title.
- Change Column ValuesChanges the value of a specific column on a board item using a structured column value object.
- Change Item PositionMoves an item to a specific position within its group on a board.
- Change Multiple Column ValuesUpdates the values of multiple columns on a board item in a single request.
- Change Simple Column ValuesChanges the value of a simple text or number column on a board item.
- Clear Item UpdatesDelete all updates, replies, and likes on a specific item. This action cannot be undone.
- Clear User DepartmentRemoves the department assignment from one or more users.
- Create a BoardCreates a new board with a specified kind, name, workspace, owners, and optional template.
- Create a ColumnCreates a new column of a specified type on a board.
- Create a DepartmentCreates a new department in the account for organizing users and teams.
- Create a DocumentCreates a new monday.com document in a specified workspace or board.
- Create a Document BlockAppends a new content block (text, image, checklist, etc.) to an existing document.
- Create a FolderCreates a new folder inside a workspace to organize boards.
- Create a GroupCreate a new empty group on a board.
- Create a TeamCreate a new team in the account with an optional set of initial user members.
- Create a WorkspaceCreates a new workspace to group boards and collaborate with a set of teams.
- Create an ItemCreates a new item (row) on a board, optionally setting column values at creation time.
- Create an UpdatePosts a new update (comment) on an item, supporting HTML body content.
- Create or Get a TagCreates a new tag with the given name, or returns the existing tag if one already exists.
- Deactivate UsersDeactivate one or more users, revoking their access to the account without permanently deleting their data.
- Delete a BoardPermanently deletes a board and all of its contents.
- Delete a ColumnPermanently deletes a column and all its data from a board.
- Delete a DepartmentPermanently deletes a department from the account.
- Delete a DocumentPermanently deletes a document by its ID.
- Delete a Document BlockPermanently deletes a content block from a document by its ID.
- Delete a FolderPermanently deletes a folder by its ID, removing it from the workspace.
- Delete a GroupPermanently delete a group and all of its items from a board.
- Delete a TeamPermanently deletes a team and removes all its member and ownership associations.
- Delete a WorkspacePermanently deletes a workspace and all its boards by ID.
- Delete an ItemPermanently delete an item.
- Delete an UpdatePermanently delete an update and all of its replies from an item.
- Duplicate a BoardCreate a copy of a board with optional new name, destination workspace/folder, and subscriber settings.
- Duplicate a DocumentCreates a copy of an existing document, optionally in a different workspace.
- Duplicate a GroupCreates a full copy of a group, including all of its items.
- Duplicate an ItemDuplicates an existing item on a board, optionally copying it to a different group.
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 Monday.com 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 Monday.com.
Connect your Autotask PSA and Monday.com 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 Monday.com's "Watch Boards" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Monday.com has 104 actions (including Activate Users, Add Content from Markdown, and Add File to Column). 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-Monday.com 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 Monday.com) 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 + Monday.com 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 Monday.com integration.
- Autotask PSA and Monday.com integration source code, module specs and credentials implementation.
- Our Autotask PSA and Monday.com integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Monday.com — 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
- Monday.com integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library