STEP 1
Connect Autotask PSA and Pipefy
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 Pipefy Integration
Build project management workflows between Autotask PSA and Pipefy 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 Pipefy
Detailed info you need to know about Autotask PSA and Pipefy 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 Pipefy
Set up your Autotask PSA and Pipefy integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Pipefy 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 Pipefy. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Pipefy work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Pipefy 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.
Pipefy triggersAutotask PSA actions
Pipefy modules
- Clone PipesCopies one or more existing pipes into an organization.
- Create CardCreates a new card in a pipe, with values for its start form fields.
- Create CommentAdds a comment to a card.
- Create LabelCreates a label in a pipe that can be applied to cards.
- Create OrganizationCreates a new Pipefy organization.
- Create PhaseAdds a new phase to a pipe.
- Create Phase FieldAdds a field to a phase form.
- Create PipeCreates a new pipe inside an organization.
- Create Pipe RelationConnects two pipes with a parent-child relation.
- Create Presigned UrlGenerates a temporary upload URL for attaching a file to a card or record.
- Create TableCreates a new database table in an organization.
- Create Table FieldAdds a field to a database table.
- Create Table RecordAdds a new record to a database table.
- Delete CardPermanently deletes a card.
- Delete CommentDeletes a comment from a card.
- Delete LabelDeletes a label from a pipe.
- Delete OrganizationPermanently deletes an organization.
- Delete PhaseDeletes a phase from a pipe.
- Delete Phase FieldRemoves a field from a phase form.
- Delete PipePermanently deletes a pipe.
- Delete Pipe RelationRemoves the relation between two pipes.
- Delete TablePermanently deletes a database table.
- Delete Table RecordDeletes a record from a database table.
- Find RecordsFinds records in a database table whose field matches a given value.
- Get CardRetrieves the details of a single card by its ID.
- Get OrganizationRetrieves the details of an organization by its ID.
- Get PhaseRetrieves the details of a single phase by its ID.
- Get PipeRetrieves the details of a single pipe by its ID.
- Get TableRetrieves the details of a database table by its ID.
- Get Table RecordRetrieves a single database table record by its ID.
- Invite MembersInvites people to a pipe by email with a chosen role.
- List CardsLists the cards in a pipe.
- List OrganizationsLists the organizations you have access to.
- List Pipe RelationsLists the parent-child relations between pipes.
- List PipesLists the pipes you have access to.
- List Table RecordsLists the records in a database table.
- Make an API CallSends a custom GraphQL request to the Pipefy API.
- Move Card To PhaseMoves a card to a different phase of its pipe.
- Remove User From OrgRemoves a member from an organization.
- Set RoleChanges the role of a member in an organization.
- Set Table Record Field ValueSets the value of one field on a database table record.
- Update CardUpdates a card's title, due date, assignees, labels or other properties.
- Update Card FieldUpdates the value of a single field on a card.
- Update CommentEdits the text of an existing comment.
- Update Fields ValuesUpdates several field values on a card or record in one call.
- Update LabelChanges the name or color of a label.
- Update OrganizationUpdates the settings of an organization.
- Update PhaseUpdates the settings of a phase.
- Update Phase FieldUpdates the settings of a phase field.
- Update PipeUpdates the settings of a pipe.
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 Pipefy 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 Pipefy.
Connect your Autotask PSA and Pipefy 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 Pipefy's "Watch Cards" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Pipefy has 53 actions (including Clone Pipes, Create Card, and Create Comment). 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-Pipefy 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 Pipefy) 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 + Pipefy 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 Pipefy integration.
- Autotask PSA and Pipefy integration source code, module specs and credentials implementation.
- Our Autotask PSA and Pipefy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Pipefy — 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
- Pipefy integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library