STEP 1
Connect Autotask PSA and Procore
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 Procore Integration
Build project management workflows between Autotask PSA and Procore 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 Procore
Detailed info you need to know about Autotask PSA and Procore 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 Procore
Set up your Autotask PSA and Procore integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Procore 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 Procore. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Procore work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Procore 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.
Procore triggersAutotask PSA actions
Procore modules
- Clone a Change EventCreates a clone of an existing change event.
- Create a Change EventCreates a new change event.
- Create a Change Order RequestCreates a new change order request.
- Create a Company UserCreates a company user on a Procore project.
- Create a Prime Contract Export PDFCreates a prime contract export as a PDF file.
- Create a ProjectCreates a new project with specified parameters.
- Create a Project SubmittalCreates a project submittal for review and approval.
- Create an RFICreates a request for information in the system.
- Delete a Change EventDeletes a single change event.
- Delete a Project SubmittalDeletes a project submittal from the service.
- Get a Change EventRetrieves a single change event.
- Get a Company UserRetrieves details of a company user.
- Get a ProjectRetrieves a project by its ID.
- Get a Project SubmittalRetrieves a project submittal.
- Get an RFIRetrieves a specific RFI (Request for Information) from the system.
- List CompaniesRetrieves all companies from the service.
- List Company UsersRetrieves all company users.
- List Contract PaymentsRetrieves a list of payments for a specified contract.
- List Project AssignmentsRetrieves a list of project assignments.
- List Project SubmittalsRetrieves all project submittals.
- List ProjectsRetrieves all projects.
- List Purchase Orders for ContractsRetrieves a list of purchase orders for a specified contract.
- List RFIsRetrieves all RFIs for a project.
- List Work Order ContractsRetrieves a list of work orders for a specified contract.
- Make an API CallPerforms an arbitrary authorized API call.
- Restore a Change EventRestores an existing change event.
- Search Change EventsSearches for change events.
- Search Change Order RequestsSearches for change order requests.
- Update a Company UserUpdates a company user for a specified account or database.
- Update a ProjectUpdates a project with new information or changes.
- Update a Project SubmittalUpdates a project submittal with specified details.
- Update an RFIUpdates a request for information in the system.
- Watch Change EventsTriggers when a new or updated change event occurs.
- Watch Change Order RequestsTriggers when a change order request is created or updated.
- Watch New RFIsTriggers when a new RFI is created.
- Watch New UsersTriggers when a new company user is created.
- Watch Prime ContractsWatches for new prime contracts.
- Watch Project SubmittalsTriggers when a new project submittal is received.
- Watch ProjectsTriggers when a new project is created.
- Watch Purchase Order ContractsTriggers when a new or updated purchase order contract is available.
- Watch Work Order ContractsTriggers when a new or updated work order contract is available.
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 Procore 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 Procore.
Connect your Autotask PSA and Procore 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 Procore's "Watch Change Events" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Procore has 32 actions (including Clone a Change Event, Create a Change Event, and Create a Change Order Request). 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-Procore 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 Procore) 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 + Procore 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 Procore integration.
- Autotask PSA and Procore integration source code, module specs and credentials implementation.
- Our Autotask PSA and Procore integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Procore — 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
- Procore integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library