Autotask PSA and Scoro Integration

Autotask PSA icon
Scoro icon
Autotask PSA
Scoro

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

Build project management workflows between Autotask PSA and Scoro 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 Scoro

Detailed info you need to know about Autotask PSA and Scoro 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]

Scoro

Scoro icon

Project Management1 trigger19 searches28 actionsProfessional services automation for projects, billing, and CRM. [6]

How to connect Autotask PSA to Scoro

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

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

WEXTL exposes actions and triggers for Autotask PSA and Scoro 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.

Scoro triggersAutotask PSA actions

Scoro modules
  • Scoro icon
    Create a BillCreates a new bill in the specified account.
  • Scoro icon
    Create a CommentCreates a new comment in the specified service.
  • Scoro icon
    Create a ContactCreates a contact in the specified service.
  • Scoro icon
    Create a Purchase OrderCreates a purchase order for the specified items.
  • Scoro icon
    Create a QuoteCreates a new quote in the system.
  • Scoro icon
    Create a TaskCreates a task in the specified project or to-do list.
  • Scoro icon
    Create a UserCreates a new user in the system.
  • Scoro icon
    Create an InvoiceCreates a new invoice in the system.
  • Scoro icon
    Create an OrderCreates a new order.
  • Scoro icon
    Delete a BillDeletes a bill from the service.
  • Scoro icon
    Delete a ContactDeletes a contact from the service.
  • Scoro icon
    Delete a ProductDeletes a product from the inventory or catalog.
  • Scoro icon
    Delete a Purchase OrderDeletes a purchase order from the system.
  • Scoro icon
    Delete a QuoteDeletes a quote in the system.
  • Scoro icon
    Delete a TaskDeletes a specified task from the system.
  • Scoro icon
    Delete an InvoiceDeletes an invoice from the system.
  • Scoro icon
    Delete an OrderDeletes an order from the system.
  • Scoro icon
    Get a BillRetrieves a bill from the service.
  • Scoro icon
    Get a ContactRetrieves a contact from the service.
  • Scoro icon
    Get a ProductRetrieves a product from the service based on specified criteria.
  • Scoro icon
    Get a Purchase OrderRetrieves a purchase order from the system.
  • Scoro icon
    Get a QuoteRetrieves a quote from the system.
  • Scoro icon
    Get a TaskRetrieves a task from the designated service.
  • Scoro icon
    Get a UserRetrieves a user based on the given criteria.
  • Scoro icon
    Get an InvoiceRetrieves an invoice.
  • Scoro icon
    Get an OrderRetrieves an order from the specified service using the order ID.
  • Scoro icon
    Get BillsRetrieves all bills from the service.
  • Scoro icon
    Get CommentsRetrieves all comments from a specified source.
  • Scoro icon
    Get ContactsRetrieves all contacts from the service.
  • Scoro icon
    Get InvoicesRetrieves all invoices.
  • Scoro icon
    Get OrdersRetrieves all orders.
  • Scoro icon
    Get ProductsRetrieves all products from the service.
  • Scoro icon
    Get Purchase OrdersRetrieves all purchase orders.
  • Scoro icon
    Get QuotesRetrieves all quotes.
  • Scoro icon
    Get TasksRetrieves all tasks.
  • Scoro icon
    Get UsersRetrieves all users from the service.
  • Scoro icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Scoro icon
    Update a BillUpdates a bill with new information in the system.
  • Scoro icon
    Update a CommentUpdates an existing comment with new information.
  • Scoro icon
    Update a ContactUpdates a contact's information.
  • Scoro icon
    Update a ProductUpdates a product with new information or changes to existing details.
  • Scoro icon
    Update a Purchase OrderUpdates a purchase order with new information or modifications.
  • Scoro icon
    Update a QuoteUpdates a quote in the system with new information.
  • Scoro icon
    Update a TaskUpdates a task with new information or changes existing task details.
  • Scoro icon
    Update a UserUpdates user details in the system.
  • Scoro icon
    Update an InvoiceUpdates an invoice with new information or changes existing details.
  • Scoro icon
    Update an OrderUpdates an order with new information or changes to existing details.
  • Scoro icon
    Watch EventsTriggers when a new event is created.
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 Scoro 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 Scoro [6]

Try Autotask PSA and Scoro on WEXTL®

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

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Frequently asked questions

Common questions about connecting Autotask PSA and Scoro.

References

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

  1. Autotask PSA and Scoro integration source code, module specs and credentials implementation.
  2. Our Autotask PSA and Scoro integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Autotask PSA and Scoro — 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. Scoro integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Autotask PSA and Scoro, or get started