STEP 1
Connect Autotask PSA and Simpro
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 Simpro Integration
Keep Autotask PSA and Simpro in sync by integrating their events and actions. When project management events happen in Autotask PSA, update the Simpro automatically - without any line of code in visual workflow builder.
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Learn about Autotask PSA and Simpro
Detailed info you need to know about Autotask PSA and Simpro 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 Simpro
Set up your Autotask PSA and Simpro integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Simpro 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 Simpro. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Simpro work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Simpro 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.
Simpro triggersAutotask PSA actions
Simpro modules
- Watch EventsTriggers when an event occurs.
- Add Job AttachmentAdds a new attachment (file) to an existing job.
- Create a Company CustomerCreates a new company customer.
- Create a ContactCreates a new contact.
- Create a ContractorCreates a new contractor.
- Create a Contractor AttachmentCreates a new contractor attachment.
- Create a Contractor Attachment FolderCreates a new contractor attachment folder.
- Create a Customer AttachmentCreates a new customer attachment.
- Create a Customer Attachment FolderCreates a new customer attachment folder.
- Create a Customer NoteCreates a new customer note.
- Create a JobCreates a new job.
- Create a Job Attachment FolderCreates a new job attachment folder.
- Create a Job Cost CentreCreates a job cost centre.
- Create a LeadCreates a new lead.
- Create a Lead AttachmentCreates a new lead attachment.
- Create a Lead Attachment FolderCreates a new lead attachment folder.
- Create a Quote AttachmentCreates a new quote attachment.
- Create a Quote Attachment FolderCreates a new quote attachment folder.
- Create a SiteCreates a new site.
- Create a Site AttachmentCreates a new site attachment.
- Create a Site Attachment FolderCreates a new site attachment folder.
- Create an Individual CustomerCreates a new individual customer.
- Create an InvoiceCreates a new invoice.
- Delete a ContactDeletes a contact by id.
- Delete a ContractorDeletes a single contractor.
- Delete a Contractor AttachmentDeletes a contractor attachment.
- Delete a CustomerDeletes a customer from the company records.
- Delete a CustomerDeletes an individual customer.
- Delete a Customer AttachmentDeletes a customer attachment.
- Delete a Customer NoteDeletes a customer note.
- Delete a JobDeletes a job by id.
- Delete a Job AttachmentDeletes a job attachment by id.
- Delete a Job Cost CentreDeletes a job cost centre.
- Delete a LeadDeletes a lead by given id.
- Delete a Lead AttachmentDeletes a lead attachment.
- Delete a Quote AttachmentDeletes a quote attachment.
- Delete a SiteDeletes a site by given id.
- Delete a Site AttachmentDeletes a site attachment.
- Delete a TaskDeletes a task by id.
- Delete an InvoiceDeletes an invoice by id.
- Delete Contact or JobDeletes a contact or job record.
- Get a Company CustomerRetrieves a company customer's details.
- Get a ContactRetrieves a contact.
- Get a ContractorRetrieves a single contractor.
- Get a Contractor AttachmentRetrieves a contractor attachment.
- Get a Contractor Custom Field ValueRetrieves a custom field value for a contractor.
- Get a CustomerRetrieves details for a specific company customer.
- Get a Customer AttachmentRetrieves a customer attachment.
- Get a Customer Custom Field ValueRetrieves a custom field value for a specific customer.
- Get a Customer NoteRetrieves details of a customer note.
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 Simpro 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 Simpro.
Connect your Autotask PSA and Simpro 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 Simpro's "Watch Events" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Simpro has 100 actions (including Add Job Attachment, Create a Company Customer, and Create a Contact). 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-Simpro 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 Simpro) 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 + Simpro 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 Simpro integration.
- Autotask PSA and Simpro integration source code, module specs and credentials implementation.
- Our Autotask PSA and Simpro integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Simpro — 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
- Simpro integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library