STEP 1
Connect Autotask PSA and ServiceM8
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 ServiceM8 Integration
Connect Autotask PSA and ServiceM8 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 ServiceM8
Detailed info you need to know about Autotask PSA and ServiceM8 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 ServiceM8
Set up your Autotask PSA and ServiceM8 integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and ServiceM8 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 ServiceM8. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and ServiceM8 work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and ServiceM8 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.
ServiceM8 triggersAutotask PSA actions
ServiceM8 modules
- Add Note to MessageAdds note to message.
- Archive or Unarchive MessageArchives or Unarchive Message.
- Attach Message to Existing JobPerforms the message to Existing Job operation.
- Convert Message to JobPerforms the message to Job operation.
- Create a Job from a TemplateCreates a job from a template.
- Create a New Allocation WindowCreates a new Allocation Window.
- Create a New Asset TypeCreates a new Asset Type.
- Create a New Asset Type FieldCreates a new Asset Type Field.
- Create a New AttachmentCreates a new Attachment.
- Create a New AvailabilityCreates a new Availability.
- Create a New BadgeCreates a new Badge.
- Create a New BundleCreates a new Bundle.
- Create a New CategoryCreates a new Category.
- Create a New ClientCreates a new Client.
- Create a New Company ContactCreates a new Company Contact.
- Create a New Document TemplateCreates a new Document Template.
- Create a New Email TemplateCreates a new Email Template.
- Create a New FeedbackCreates a new Feedback.
- Create a New FormCreates a new Form.
- Create a New Form FieldCreates a new Form Field.
- Create a New Form ResponseCreates a new Form Response.
- Create a New Inbox MessageCreates a new inbox message.
- Create a New JobCreates a new Job.
- Create a New Job ActivityCreates a new Job Activity.
- Create a New Job AllocationCreates a new Job Allocation.
- Create a New Job ChecklistCreates a new Job Checklist.
- Create a New Job ContactCreates a new Job Contact.
- Create a New Job MaterialCreates a new Job Material.
- Create a New Job Material BundleCreates a new Job Material Bundle.
- Create a New Job PaymentCreates a new Job Payment.
- Create a New Job QueueCreates a new Job Queue.
- Create a New Knowledge ArticleCreates a new Knowledge Article.
- Create a New LocationCreates a new Location.
- Create a New MaterialCreates a new Material.
- Create a New NoteCreates a new Note.
- Create a New SMS TemplateCreates a new SMS Template.
- Create a New Staff MemberCreates a new Staff Member.
- Create a New Staff MessageCreates a new Staff Message.
- Create a New SupplierCreates a new Supplier.
- Create a New TaskCreates a new Task.
- Create a New Tax RateCreates a new Tax Rate.
- Create or Update a Service TemplateCreate or update a ServiceTemplate.
- Delete a BadgeDeletes a Badge.
- Delete a BundleDeletes a Bundle.
- Delete a CategoryDeletes a Category.
- Delete a ClientDeletes a Client.
- Delete a Company ContactDeletes a Company Contact.
- Delete a Document TemplateDeletes a Document Template.
- Delete a FeedbackDeletes a Feedback.
- Delete a FormDeletes a Form.
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 ProjectsRetrieves a list of projects.
- List Project TasksRetrieves a list of tasks for a project.
- 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 ServiceM8 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 ServiceM8.
Connect your Autotask PSA and ServiceM8 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 ServiceM8's "Watch Attachments" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); ServiceM8 has 207 actions (including Add Note to Message, Archive or Unarchive Message, and Attach Message to Existing Job). 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-ServiceM8 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 ServiceM8) 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 + ServiceM8 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 ServiceM8 integration.
- Autotask PSA and ServiceM8 integration source code, module specs and credentials implementation.
- Our Autotask PSA and ServiceM8 integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and ServiceM8 — 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
- ServiceM8 integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library