STEP 1
Connect Autotask PSA and RoofLink
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 RoofLink Integration
Connect Autotask PSA and RoofLink 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 RoofLink
Detailed info you need to know about Autotask PSA and RoofLink 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 RoofLink
Set up your Autotask PSA and RoofLink integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and RoofLink 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 RoofLink. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and RoofLink work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and RoofLink 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.
RoofLink triggersAutotask PSA actions
RoofLink modules
- Activate a CrewActivates a crew by its ID so it can be assigned to work orders and jobs.
- Activate a RegionActivates a region by its ID.
- Archive a NoteArchives a note for the connected user.
- Bulk Activate RegionsActivates several regions in one request.
- Bulk Deactivate RegionsDeactivates several regions in one request.
- Create a CrewCreates a new crew with its trades, regions, payment details and contact information.
- Create a JobCreates a new roofing job with its customer, address, reps and project details.
- Create a NoteCreates a new note on a job, optionally notifying the rep and emailing the customer.
- Create a PhotoCreates a new photo record, optionally linked to a job or line items.
- Create a RegionCreates a new region with its contact, address and business details.
- Create a TodoCreates a new todo assigned to a user, optionally linked to a job.
- Create an EventCreates a new calendar event with invitees, reminders and an optional job.
- Deactivate a CrewDeactivates a crew by its ID so it can no longer be assigned to new work orders and jobs.
- Deactivate a RegionDeactivates a region by its ID.
- Delete a CrewDeletes a crew by its ID.
- Delete a CustomerPermanently deletes a customer by its ID.
- Delete a DocumentSoft-deletes a document by its ID.
- Delete a PaymentDeletes a payment by its ID.
- Delete a PhotoDeletes a photo by its ID.
- Delete a RegionDeletes a region by its ID.
- Delete a SupplierDeletes a supplier by its ID.
- Delete a TeamDeletes a team by its ID.
- Delete a TodoPermanently deletes a todo by its ID.
- Delete a Work OrderDeletes a work order by its ID.
- Delete an EventDeletes an event by its ID.
- Delete an InspectionDeletes an inspection by its ID.
- Disable a Crew LoginDisables login access for a crew's user account.
- Enable a Crew LoginEnables login access for a crew's user account.
- Generate an Inspection DocumentGenerates the inspection report and saves it to the job's documents.
- Get a CrewRetrieves a single crew by its ID.
- Get a CustomerRetrieves a single customer by its ID.
- Get a DocumentRetrieves a single document by its ID.
- Get a JobRetrieves a single job by its ID.
- Get a NoteRetrieves a single note by its ID.
- Get a PaymentRetrieves a single payment by its ID.
- Get a PhotoRetrieves a single photo by its ID.
- Get a Prospective JobRetrieves a single prospective job by its ID.
- Get a RegionRetrieves a single region by its ID.
- Get a SupplierRetrieves a single supplier by its ID.
- Get a TeamRetrieves a single team by its ID.
- Get a TodoRetrieves a single todo by its ID.
- Get a Work OrderRetrieves a single work order by its ID.
- Get a Work Order ChecklistRetrieves the completion checklist of a work order.
- Get an EmployeeRetrieves a single employee by user ID.
- Get an EventRetrieves a single event by its ID.
- Get an InspectionRetrieves a single inspection by its ID.
- List Company ResourcesRetrieves a list of company resources, optionally filtered by company, type or visibility.
- List CrewsRetrieves a list of the company's crews, optionally filtered by status, trade or region.
- List CustomersRetrieves a list of customers, optionally filtered by rep, reviewer or region.
- List DocumentsRetrieves a list of documents, optionally filtered by job, tag or type.
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 RoofLink 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 RoofLink.
Connect your Autotask PSA and RoofLink 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 RoofLink's "Watch Company Products" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); RoofLink has 82 actions (including Activate a Crew, Activate a Region, and Archive a Note). 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-RoofLink 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 RoofLink) 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 + RoofLink 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 RoofLink integration.
- Autotask PSA and RoofLink integration source code, module specs and credentials implementation.
- Our Autotask PSA and RoofLink integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and RoofLink — 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
- RoofLink integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library