STEP 1
Connect Autotask PSA and Simplicate
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 Simplicate Integration
Build project management workflows between Autotask PSA and Simplicate 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 Simplicate
Detailed info you need to know about Autotask PSA and Simplicate 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]
Simplicate
Unified CRM, projects, HR, and invoicing for professional services teams. [6]
How to connect Autotask PSA to Simplicate
Set up your Autotask PSA and Simplicate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Simplicate 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 Simplicate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Simplicate work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Simplicate 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.
Simplicate triggersAutotask PSA actions
Simplicate modules
- Convert to ProjectShows if the provided sale ID can be converted to a project.
- Create a CRM PersonAdds a new person to the CRM.
- Create a DocumentCreates a document in the CRM system.
- Create a DocumentCreates a new document.
- Create a LeaveAdds a new leave entity in the HRM system.
- Create a Leave EntityAdds a new leave entity to the HRM system.
- Create a ProjectCreates a new project.
- Create a Sales DocumentCreates a sales document.
- Create a Sales QuoteCreates a sales quote template.
- Create an AbsenceAdds a new absence entity in the HRM system.
- Create an EmployeeAdds a new employee to the HRM system.
- Create an External DocumentAdds a new external document.
- Create an InvoiceAdds a new invoice.
- Create an Invoice DocumentCreates an invoice document.
- Create an Invoice PaymentCreates a new payment for an invoice.
- Delete a Contact PersonDeletes the contact person for a given ID.
- Delete a CRM PersonDeletes a person for the given ID.
- Delete a DocumentDeletes a document with the given ID.
- Delete a ProjectDeletes the project with the given ID.
- Delete a Sales DocumentDeletes a sales document with the given ID.
- Delete a Sales QuoteDeletes a sales quote template with the given ID.
- Delete an External DocumentDeletes an external document by a given ID.
- Delete an HRM AbsenceDeletes the absence for the given ID.
- Delete an InvoiceDeletes an invoice with a given ID.
- Delete an Invoice DocumentDeletes the document with the given ID.
- Delete CRM DocumentDeletes the document with the given ID.
- Get a Contact PersonFetches a single contact person by ID.
- Get a CRM DocumentFetches a single document from the CRM using its ID.
- Get a CRM PersonRetrieves a single person by ID from the CRM.
- Get a DocumentFetches a single document by ID.
- Get a Document DownloadRetrieves a single download by document ID.
- Get a Document TypeFetches a single document type by a given ID.
- Get a ProjectFetches a single project by ID.
- Get a Sales DocumentGets a single sales document by ID.
- Get a Sales QuoteFetches a single sales quote template by ID.
- Get an External DocumentFetches an external document using the given ID.
- Get an HRM AbsenceFetches a single absence by its ID.
- Get an HRM EmployeeFetches a single employee by ID.
- Get an InvoiceFetches a single invoice by ID.
- Get an Invoice DocumentFetches a single invoice document by its ID.
- Get an Invoice PaymentFetches a single payment by ID.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Contact PersonsFetches all contact persons.
- Search CRM DocumentsFetches all available documents for the CRM.
- Search CRM PersonsFetches all persons from the CRM.
- Search Document TypesFetches all document types.
- Search DocumentsFetches all documents.
- Search EmployeesFetches all employees.
- Search External DocumentsFetches all external documents.
- Search HRM AbsencesFetches all absences for employees.
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 Simplicate 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 Simplicate.
Connect your Autotask PSA and Simplicate 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 Simplicate's "Watch Contact Persons" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Simplicate has 70 actions (including Convert to Project, Create a CRM Person, and Create a Document). 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-Simplicate 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 Simplicate) 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 + Simplicate 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 Simplicate integration.
- Autotask PSA and Simplicate integration source code, module specs and credentials implementation.
- Our Autotask PSA and Simplicate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Simplicate — 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
- Simplicate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library