STEP 1
Connect Autotask PSA and ServiceTitan
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 ServiceTitan Integration
Build project management workflows between Autotask PSA and ServiceTitan 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 ServiceTitan
Detailed info you need to know about Autotask PSA and ServiceTitan 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]
ServiceTitan
Field service management software for residential and commercial trades. [6]
How to connect Autotask PSA to ServiceTitan
Set up your Autotask PSA and ServiceTitan integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and ServiceTitan 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 ServiceTitan. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and ServiceTitan work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and ServiceTitan 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.
ServiceTitan triggersAutotask PSA actions
ServiceTitan modules
- Add AppointmentCreates a new appointment for a job.
- Add Customer TagAdds a tag to a customer.
- Add Location TagAdds a tag to a location.
- Add Tags to CustomersAdds tags to multiple customers.
- Assign TechniciansAssigns technicians to an appointment.
- Attach Job to ProjectAttaches a job to a project.
- Cancel JobCancels a job.
- Confirm AppointmentConfirms an appointment.
- Create Adjustment InvoiceCreates an adjustment invoice for an existing invoice.
- Create CampaignCreates a new marketing campaign.
- Create CustomerCreates a new customer.
- Create Customer ContactCreates a new contact for a customer.
- Create Customer NoteCreates a new note for a customer.
- Create EstimateCreates a new estimate.
- Create Installed EquipmentCreates a new installed equipment record.
- Create JobCreates a new job.
- Create Job NoteCreates a new note for a job.
- Create LeadCreates a new lead.
- Create Lead Follow-UpCreates a follow-up for a lead.
- Create Lead NoteCreates a new note for a lead.
- Create LocationCreates a new location.
- Create Location ContactCreates a new contact for a location.
- Create Location NoteCreates a new note for a location.
- Create MaterialCreates a new pricebook material.
- Create Membership SaleCreates a new membership sale.
- Create Non-Job AppointmentCreates a non-job appointment.
- Create ProjectCreates a new project.
- Create Project NoteCreates a new note for a project.
- Create Purchase OrderCreates a new purchase order.
- Create ServiceCreates a new pricebook service.
- Create TaskCreates a new task.
- Create TechnicianCreates a new technician.
- Create Technician ShiftCreates a technician shift.
- Delete AppointmentDeletes an appointment.
- Delete Estimate ItemDeletes an item from an estimate.
- Delete Invoice ItemDeletes a line item from an invoice.
- Delete Non-Job AppointmentDeletes a non-job appointment.
- Delete Technician ShiftDeletes a technician shift.
- Dismiss EstimateDismisses an estimate.
- Dismiss LeadDismisses a lead.
- Download Call RecordingDownloads the recording of a call.
- Get AppointmentReturns a single appointment.
- Get BookingReturns a single booking.
- Get CallReturns a single call.
- Get CampaignReturns a single marketing campaign.
- Get CapacityCalculates technician availability for a time frame.
- Get CustomerReturns a single customer.
- Get EmployeeReturns a single employee.
- Get EstimateReturns a single estimate.
- Get JobReturns a single job.
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 ServiceTitan 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 ServiceTitan.
Connect your Autotask PSA and ServiceTitan 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 ServiceTitan's "Watch Completed Jobs" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); ServiceTitan has 142 actions (including Add Appointment, Add Customer Tag, and Add Location Tag). 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-ServiceTitan 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 ServiceTitan) 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 + ServiceTitan 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 ServiceTitan integration.
- Autotask PSA and ServiceTitan integration source code, module specs and credentials implementation.
- Our Autotask PSA and ServiceTitan integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and ServiceTitan — 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
- ServiceTitan integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library