STEP 1
Connect Autotask PSA and ShopMonkey
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 ShopMonkey Integration
Connect Autotask PSA and ShopMonkey 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 ShopMonkey
Detailed info you need to know about Autotask PSA and ShopMonkey 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]
ShopMonkey
Auto repair shop software for orders, appointments, and customer messaging. [6]
How to connect Autotask PSA to ShopMonkey
Set up your Autotask PSA and ShopMonkey integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and ShopMonkey 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 ShopMonkey. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and ShopMonkey work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and ShopMonkey 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.
ShopMonkey triggersAutotask PSA actions
ShopMonkey modules
- Cancel an AppointmentCancels a single appointment.
- Confirm an AppointmentConfirms a single appointment.
- Create a ConversationCreates a new conversation.
- Create a CustomerCreates a new customer.
- Create a MessageCreates a new message.
- Create a UserCreates a new user.
- Create a VendorCreates a new vendor in the system.
- Create an AppointmentCreates a new appointment.
- Create an OrderCreates a new order.
- Delete a VendorDeletes a single vendor.
- Delete an AppointmentDeletes an appointment.
- Delete an OrderDeletes an order.
- Get a CustomerRetrieves a single customer.
- Get a MessageRetrieves the details of a single message.
- Get a UserRetrieves a single user.
- Get a VendorRetrieves a single vendor.
- Get an AppointmentRetrieves a single appointment's details.
- Get an OrderRetrieves the details of a single order.
- List AppointmentsRetrieves a list of appointments from an account.
- List Customer OrdersRetrieves a list of customer orders.
- List Customer VehiclesRetrieves a list of customer vehicles.
- List MessagesRetrieves a list of messages from an account.
- List OrdersRetrieves a list of orders from an account.
- List PayoutsRetrieves a list of payouts from an account.
- List UsersRetrieves a list of users from an account.
- List VendorsRetrieves a list of vendors from an account.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Customer by EmailSearches for a customer by email address.
- Search Customer by PhoneSearches for a customer by phone.
- Search InventorySearches for inventory items.
- Soft Delete a CustomerSoft deletes or undeletes a customer.
- Soft Delete a VendorSoft deletes a single vendor.
- Soft Delete an OrderSoft deletes a single order.
- Update a CustomerUpdates a single customer.
- Update a UserUpdates an existing user.
- Update a VendorUpdates an existing vendor.
- Update an AppointmentUpdates an existing appointment.
- Update an OrderUpdates an existing order's details.
- Watch AppointmentsTriggers when an appointment is created or updated.
- Watch MessagesTriggers when messages are created or updated.
- Watch OrdersTriggers when an order is created or updated.
- Watch PayoutsTriggers when a payout is created.
- Watch UsersTriggers when a user is created or updated.
- Watch VendorsTriggers when a vendor is created or 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 ShopMonkey 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 ShopMonkey.
Connect your Autotask PSA and ShopMonkey 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 ShopMonkey's "Watch Appointments" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); ShopMonkey has 38 actions (including Cancel an Appointment, Confirm an Appointment, and Create a Conversation). 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-ShopMonkey 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 ShopMonkey) 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 + ShopMonkey 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 ShopMonkey integration.
- Autotask PSA and ShopMonkey integration source code, module specs and credentials implementation.
- Our Autotask PSA and ShopMonkey integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and ShopMonkey — 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
- ShopMonkey integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library