Autotask PSA and Runn Integration

Autotask PSA icon
Runn icon
Autotask PSA
Runn

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Autotask PSA and Runn 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 Runn

Detailed info you need to know about Autotask PSA and Runn integrations in WEXTL. Explore which modules apps support and how you connect them.

Autotask PSA

Autotask PSA icon

Project Management37 searches17 actionsManages tickets, projects, time entries, resources, and customer relationships for Autotask PSA users. [5]

Runn

Runn icon

Project Management9 triggers19 searches23 actionsResource and capacity planning for agencies and professional services. [6]

How to connect Autotask PSA to Runn

Set up your Autotask PSA and Runn integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Autotask PSA and Runn work in WEXTL?

WEXTL exposes actions and triggers for Autotask PSA and Runn 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.

Runn triggersAutotask PSA actions

Runn modules
  • Runn icon
    Allocate a View to a UserAllocates a view to a user.
  • Runn icon
    Create a ClientCreates a new client in the system.
  • Runn icon
    Create a New ContractCreates a new contract for a specified person.
  • Runn icon
    Create a PersonCreates a new person in the system.
  • Runn icon
    Create a ProjectCreates a new project from scratch.
  • Runn icon
    Create a Project from a TemplateCreates a new project from a template project.
  • Runn icon
    Create a Project MilestoneCreates a new project milestone.
  • Runn icon
    Create a Project NoteCreates a new note for a project.
  • Runn icon
    Create a User InvitationCreates a new user invitation.
  • Runn icon
    Create an AssignmentCreates a new assignment and returns a list of assignments.
  • Runn icon
    Delete a PersonDeletes an existing person by ID.
  • Runn icon
    Delete a Person ContractDeletes a specified contract for a person.
  • Runn icon
    Delete a ProjectDeletes a project by ID.
  • Runn icon
    Delete a Project MilestoneDeletes an existing project milestone.
  • Runn icon
    Delete a UserDeletes a single user by ID.
  • Runn icon
    Delete an AssignmentDeletes an existing assignment.
  • Runn icon
    Delete an InvitationDeletes an invitation.
  • Runn icon
    Get a ClientRetrieves an existing client.
  • Runn icon
    Get a PersonRetrieves an existing person's details.
  • Runn icon
    Get a Person ContractRetrieves the current contract for a person.
  • Runn icon
    Get a ProjectReturns a single project's details.
  • Runn icon
    List ClientsRetrieves a list of clients from an account.
  • Runn icon
    List ContractsRetrieves a list of contracts from an account.
  • Runn icon
    List InvitationsRetrieves a list of invitations from an account.
  • Runn icon
    List MilestonesLists all milestones across all projects.
  • Runn icon
    List NotesRetrieves a list of all notes.
  • Runn icon
    List People NotesRetrieves a list of people notes.
  • Runn icon
    List Person ContractsRetrieves a list of contracts for a specified person.
  • Runn icon
    List Project MilestonesRetrieves a list of milestones for a specified project.
  • Runn icon
    List Project NotesRetrieves a list of notes for a project.
  • Runn icon
    List ProjectsRetrieves a list of projects for a specified client.
  • Runn icon
    List User ViewsLists allocated views for a user.
  • Runn icon
    List UsersRetrieves a list of users from an account.
  • Runn icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Runn icon
    Search AssignmentsSearches for assignments by specified criteria.
  • Runn icon
    Search PeopleSearches for people by specified criteria.
  • Runn icon
    Search ProjectsSearches for projects by specified criteria.
  • Runn icon
    Update a ClientUpdates an existing client.
  • Runn icon
    Update a ContractUpdates the details of a single contract.
  • Runn icon
    Update a PersonUpdates an existing person.
  • Runn icon
    Update a ProjectUpdates the details of a project.
  • Runn icon
    Update a Project MilestoneUpdates a project milestone.
  • Runn icon
    Watch AssignmentsTriggers when an assignment is created or updated.
  • Runn icon
    Watch ClientsTriggers when clients are created or updated.
  • Runn icon
    Watch ContractsTriggers when a contract is created or updated.
  • Runn icon
    Watch MilestonesTriggers when a milestone is created or updated.
  • Runn icon
    Watch PeopleTriggers when a person is created or updated.
  • Runn icon
    Watch People NotesTriggers when a people note is created or updated.
  • Runn icon
    Watch Project NotesTriggers when project notes are created or updated.
  • Runn icon
    Watch ProjectsTriggers when a project is created or updated.
Autotask PSA modules
  • Autotask PSA icon
    Add Ticket NoteAdds a note to a ticket.
  • Autotask PSA icon
    Create CompanyCreates a new company.
  • Autotask PSA icon
    Create ContactCreates a new contact.
  • Autotask PSA icon
    Create ContractCreates a new contract.
  • Autotask PSA icon
    Create OpportunityCreates a new opportunity.
  • Autotask PSA icon
    Create ProductCreates a new product.
  • Autotask PSA icon
    Create ProjectCreates a new project.
  • Autotask PSA icon
    Create SubscriptionCreates a new subscription.
  • Autotask PSA icon
    Create TicketCreates a new ticket.
  • Autotask PSA icon
    Create Time EntryCreates a new time entry.
  • Autotask PSA icon
    Get CompanyReturns a single company by ID.
  • Autotask PSA icon
    Get ContactReturns a single contact by ID.
  • Autotask PSA icon
    Get ContractReturns a single contract by ID.
  • Autotask PSA icon
    Get CountryReturns a single country by ID.
  • Autotask PSA icon
    Get CurrencyReturns a single currency by ID.
  • Autotask PSA icon
    Get DepartmentReturns a single department by ID.
  • Autotask PSA icon
    Get InvoiceReturns a single invoice by ID.
  • Autotask PSA icon
    Get OpportunityReturns a single opportunity by ID.
  • Autotask PSA icon
    Get ProductReturns a single product by ID.
  • Autotask PSA icon
    Get ProjectReturns a single project by ID.
  • Autotask PSA icon
    Get ResourceReturns a single resource by ID.
  • Autotask PSA icon
    Get RoleReturns a single role by ID.
  • Autotask PSA icon
    Get SubscriptionReturns a single subscription by ID.
  • Autotask PSA icon
    Get TicketReturns a single ticket by ID.
  • Autotask PSA icon
    Get Time EntryReturns a single time entry by ID.
  • Autotask PSA icon
    List CompaniesRetrieves a list of companies.
  • Autotask PSA icon
    List Company AttachmentsRetrieves a list of attachments for a company.
  • Autotask PSA icon
    List Company ContactsRetrieves a list of contacts for a company.
  • Autotask PSA icon
    List Company NotesRetrieves a list of notes for a company.
  • Autotask PSA icon
    List ContactsRetrieves a list of contacts.
  • Autotask PSA icon
    List ContractsRetrieves a list of contracts.
  • Autotask PSA icon
    List CountriesRetrieves a list of countries.
  • Autotask PSA icon
    List CurrenciesRetrieves a list of currencies.
  • Autotask PSA icon
    List DepartmentsRetrieves a list of departments.
  • Autotask PSA icon
    List InvoicesRetrieves a list of invoices.
  • Autotask PSA icon
    List OpportunitiesRetrieves a list of opportunities.
  • Autotask PSA icon
    List ProductsRetrieves a list of products.
  • Autotask PSA icon
    List Project PhasesRetrieves a list of phases for a project.
  • Autotask PSA icon
    List Project TasksRetrieves a list of tasks for a project.
  • Autotask PSA icon
    List ProjectsRetrieves a list of projects.
  • Autotask PSA icon
    List ResourcesRetrieves a list of resources.
  • Autotask PSA icon
    List RolesRetrieves a list of roles.
  • Autotask PSA icon
    List SubscriptionsRetrieves a list of subscriptions.
  • Autotask PSA icon
    List Ticket AttachmentsRetrieves a list of attachments for a ticket.
  • Autotask PSA icon
    List Ticket NotesRetrieves a list of notes for a ticket.
  • Autotask PSA icon
    List TicketsRetrieves a list of tickets.
  • Autotask PSA icon
    List Time EntriesRetrieves a list of time entries.
  • Autotask PSA icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Autotask PSA icon
    Update CompanyUpdates an existing company.
  • Autotask PSA icon
    Update ContractUpdates an existing contract.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Autotask PSA and Runn integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Autotask PSA [5]

Alternative integrations to Runn [6]

Try Autotask PSA and Runn on WEXTL®

Claim your 3-day trial to build Autotask PSA with Runn integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Autotask PSA and Runn.

References

List of sources used to gather information about the Autotask PSA and Runn integration.

  1. Autotask PSA and Runn integration source code, module specs and credentials implementation.
  2. Our Autotask PSA and Runn integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Autotask PSA and Runn — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Autotask PSA integration information
  6. Runn integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Autotask PSA and Runn, or get started