STEP 1
Connect Autotask PSA and ServiceMonster
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 ServiceMonster Integration
Build project management workflows between Autotask PSA and ServiceMonster 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 ServiceMonster
Detailed info you need to know about Autotask PSA and ServiceMonster 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]
ServiceMonster
Field service management for scheduling jobs, sites, and mobile crews. [6]
How to connect Autotask PSA to ServiceMonster
Set up your Autotask PSA and ServiceMonster integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and ServiceMonster 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 ServiceMonster. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and ServiceMonster work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and ServiceMonster 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.
ServiceMonster triggersAutotask PSA actions
ServiceMonster modules
- Create a JobCreates a new service job for a customer.
- Create a NoteCreates a note in the specified service.
- Create a SiteCreates a new site within the specified platform or service.
- Create a TaskCreates a new task in the specified project or task list.
- Create an EmployeeAdds a new employee to the system.
- Create an OrderCreates an order in the system with specified details.
- Delete a JobDeletes a job in the system.
- Delete a SiteDeletes a site within the specified service.
- Delete a TaskDeletes a task using the specified parameters.
- Delete an EmployeeDeletes an employee from the system.
- Delete an OrderDeletes an order from the specified service.
- Get a JobRetrieves a job from the system.
- Get a NoteRetrieves a note from the service.
- Get a SiteRetrieves information about a specific site.
- Get a TaskRetrieves information about a specific task.
- Get an EmployeeRetrieves an employee based on the provided ID.
- Get an OrderRetrieves an order.
- Get EmployeesRetrieves all employees from the service.
- Get JobsRetrieves all jobs.
- Get NotesRetrieves all notes.
- Get OrdersRetrieves all orders.
- Get TasksRetrieves all tasks.
- List SitesRetrieves all sites.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a JobUpdates a job's details.
- Update a SiteUpdates a specific site with new or modified information.
- Update a TaskUpdates a task with new information provided.
- Update an EmployeeUpdates an employee's details in the system.
- Update an OrderUpdates an order based on the provided details.
- Watch EmployeesTriggers when a new employee is added.
- Watch EventsTriggers when a new event occurs.
- Watch JobsTriggers when a new job is posted or updated.
- Watch NotesTriggers when a new note is created.
- Watch OrdersTriggers when a new order is created.
- Watch SitesTriggers when a new site is detected.
- Watch TasksTriggers when a new task is created or an existing task is updated.
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 ServiceMonster 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 ServiceMonster.
Connect your Autotask PSA and ServiceMonster 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 ServiceMonster's "Watch Employees" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); ServiceMonster has 29 actions (including Create a Job, Create a Note, and Create a Site). 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-ServiceMonster 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 ServiceMonster) 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 + ServiceMonster 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 ServiceMonster integration.
- Autotask PSA and ServiceMonster integration source code, module specs and credentials implementation.
- Our Autotask PSA and ServiceMonster integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and ServiceMonster — 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
- ServiceMonster integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library