STEP 1
Connect Autotask PSA and Smartsheet
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 Smartsheet Integration
Connect Autotask PSA and Smartsheet 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 Smartsheet
Detailed info you need to know about Autotask PSA and Smartsheet 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]
Smartsheet
Work management for sheets, rows, workspaces, reports, and users. [6]
How to connect Autotask PSA to Smartsheet
Set up your Autotask PSA and Smartsheet integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Smartsheet 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 Smartsheet. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Smartsheet work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Smartsheet 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.
Smartsheet triggersAutotask PSA actions
Smartsheet modules
- Add a ColumnAdds a column to the specified sheet.
- Add a RowAdds a row to the specified sheet.
- Add an Alternate EmailAdds one or more alternate email addresses for a specified user.
- Add Sheet AttachmentAttaches a file or URL to the specified sheet.
- Attach New Sheet AttachmentUploads a new version of an existing sheet or row attachment.
- Copy a SheetCreates a copy of the specified sheet.
- Copy a WorkspaceCreates a copy of the specified workspace.
- Copy RowsCopies rows from one sheet onto the bottom of another sheet.
- Create a DiscussionCreates a new discussion on a sheet.
- Create a GroupCreates a new group in the organization account.
- Create a ProofCreates a new proof on a row.
- Create a Proof RequestCreates a new proof request.
- Create a ReportCreates a new report.
- Create a Sheet in FolderCreates a sheet from scratch or from a template in the specified folder.
- Create a Sheet in WorkspaceCreates a sheet from scratch or from a template at the top level of a workspace.
- Create a UserCreates a user in the organization account.
- Create a WorkspaceCreates a new workspace.
- Delete a ColumnDeletes the specified column.
- Delete a DiscussionDeletes the specified discussion.
- Delete a GroupDeletes the specified group.
- Delete a ProofDeletes the specified proof and all of its versions.
- Delete a ReportDeletes the specified report.
- Delete a RowDeletes one or more rows from the specified sheet.
- Delete a SheetDeletes the specified sheet.
- Delete a WorkspaceDeletes the specified workspace.
- Delete All Attachment VersionsDeletes all versions of the specified attachment.
- Delete an Alternate EmailDeletes the specified alternate email address for a user.
- Delete an AttachmentDeletes the specified attachment.
- Delete an Automation RuleDeletes the specified automation rule.
- Export a SheetExports the specified sheet in the requested format.
- Get a ColumnRetrieves the definition of the specified column.
- Get a ContactRetrieves the specified contact.
- Get a DiscussionRetrieves the specified discussion.
- Get a GroupRetrieves the specified group.
- Get a ProofRetrieves the specified proof.
- Get a ReportRetrieves the specified report.
- Get a RowRetrieves the specified row.
- Get a SheetRetrieves the specified sheet.
- Get a UserRetrieves the specified user.
- Get a WorkspaceRetrieves metadata for the specified workspace.
- Get an Alternate EmailRetrieves the specified alternate email address.
- Get an AttachmentRetrieves a temporary download URL for the specified attachment.
- Get an Automation RuleRetrieves the specified automation rule, including its action values.
- Get Current UserRetrieves the currently authenticated user.
- List AttachmentsRetrieves all attachments on a sheet, including sheet, row, and discussion attachments.
- List Automation RulesRetrieves all automation rules associated with the specified sheet.
- List ColumnsRetrieves all columns belonging to the specified sheet.
- List ContactsRetrieves the user's Smartsheet contacts.
- List DiscussionsRetrieves all discussions associated with the specified sheet.
- List GroupsRetrieves all groups in the organization account.
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 Smartsheet 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 Smartsheet.
Connect your Autotask PSA and Smartsheet 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 Smartsheet's "Watch Attachments" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Smartsheet has 71 actions (including Add a Column, Add a Row, and Add an Alternate Email). 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-Smartsheet 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 Smartsheet) 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 + Smartsheet 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 Smartsheet integration.
- Autotask PSA and Smartsheet integration source code, module specs and credentials implementation.
- Our Autotask PSA and Smartsheet integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Smartsheet — 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
- Smartsheet integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library