STEP 1
Connect Autotask PSA and Razorsync
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 Razorsync Integration
Keep Autotask PSA and Razorsync in sync by integrating their events and actions. When project management events happen in Autotask PSA, update the Razorsync automatically - without any line of code in visual workflow builder.
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Learn about Autotask PSA and Razorsync
Detailed info you need to know about Autotask PSA and Razorsync 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 Razorsync
Set up your Autotask PSA and Razorsync integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Razorsync 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 Razorsync. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Razorsync work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Razorsync 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.
Razorsync triggersAutotask PSA actions
Razorsync modules
- Attach a Service Form to a CustomerAttaches a service form to a specific customer.
- Attach a Service Form to a TaskAttaches a service form to a specific work order or task.
- Create a ContactAdds a new contact to the service.
- Create a Contact AddressCreates a new contact address in the service.
- Create a CustomerCreates a new customer account in the system.
- Create a Customer AttachmentCreates an attachment for a customer in the system.
- Create a QuoteCreates a quote in the system for a specified customer or client.
- Create a Quote AttachmentCreates a quote attachment in the service.
- Create a Quote Service ItemCreates a new service item within a quote.
- Create a Service FormCreates a service form in the application.
- Create a Service RequestCreates a new service request in the system.
- Create a Tax CodeCreates a new tax code in the system.
- Create a Tax NameCreates a tax name in the system.
- Create a Work OrderCreates a work order in the system.
- Create a Work Order AttachmentCreates a work order attachment in the system.
- Create a WorkOrder Service ItemCreates a new work order service item in the system.
- Create AddressAdds a new address to the specified service.
- Create an Invoice Service ItemCreates a service item on an invoice by adding necessary details and descriptions.
- Create InvoiceCreates an invoice in the system.
- Create PaymentCreates a payment using either cash or check.
- Create Service Form FieldsCreates fields for a service form in the application.
- Create Service ItemsCreates new service items based on provided parameters.
- Delete a ContactDeletes a contact from the address book or system.
- Delete a Contact AddressDeletes a contact address from the database.
- Delete a CustomerDeletes a customer from the database.
- Delete a QuoteDeletes a specific quote from the service.
- Delete a Service ItemDeletes a specified service item from the service.
- Delete a Service RequestDeletes a specified service request.
- Delete a Tax CodeDeletes a tax code from the system.
- Delete a Tax NameDeletes a specified tax name from the database.
- Delete a Work OrderDeletes a work order from the system.
- Delete a Work Order AttachmentDeletes an attachment from a work order.
- Delete AddressDeletes an address from the service.
- Delete Customer AttachmentDeletes a customer attachment from the system.
- Delete PaymentDeletes a payment from the system.
- Delete Quote AttachmentDeletes an attachment from a quote.
- Delete Quote Service ItemsDeletes quote service items from the specified database or list.
- Delete WorkOrder Service ItemsDeletes work order service items from the system.
- Download a WorkOrder AttachmentDownloads an attachment from a work order.
- Download an AttachmentDownloads an attachment from the specified source.
- Download Customer AttachmentDownloads a customer attachment based on specified parameters.
- Download Quote AttachmentDownloads a quote attachment from the service.
- Fill a Customer Service FormFills in a customer service form with the provided data.
- Fill a Value for a Work Order Service FormFills the value for a field in a work order service form.
- Generate Invoice EntitiesGenerates invoice entities based on provided parameters.
- Get a ContactRetrieves information about a specific contact.
- Get a Customer by Customer IDRetrieves a customer by their customer ID.
- Get a Customer by Customer NumberRetrieves a customer's information using their customer number.
- Get a Customer by Display NameRetrieves a customer using their display name.
- Get a List of Contact AddressesRetrieves a list of contact addresses.
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 Razorsync 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 Razorsync.
Connect your Autotask PSA and Razorsync 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 Razorsync's "Watch Addresses" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Razorsync has 119 actions (including Attach a Service Form to a Customer, Attach a Service Form to a Task, and Create a Contact). 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-Razorsync 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 Razorsync) 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 + Razorsync 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 Razorsync integration.
- Autotask PSA and Razorsync integration source code, module specs and credentials implementation.
- Our Autotask PSA and Razorsync integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Razorsync — 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
- Razorsync integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library