Can Autotask PSA trigger actions in Smartsheet Resource Management, and Smartsheet Resource Management in Autotask PSA?

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.

Do I need to write code to integrate Autotask PSA and Smartsheet Resource Management?

No. Autotask PSA-to-Smartsheet Resource Management automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Autotask PSA + Smartsheet Resource Management Integration

Build project management workflows between Autotask PSA and Smartsheet Resource Management on a visual canvas — map fields once and let data flow.

Example: when Smartsheet Resource Management's "Watch Approvals" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Smartsheet Resource Management has 69 actions (including Create a Budget Item, Create a Custom Field, and Create an Approval).

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Smartsheet Resource Management triggersAutotask PSA actions

Smartsheet Resource Management workflow triggers

Autotask PSA workflow actions

Frequently asked questions

Common questions about connecting Autotask PSA and Smartsheet Resource Management.

Connect your Autotask PSA and Smartsheet Resource Management accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them.

Autotask PSABrowse all Autotask PSA triggers, actions, and integrations.

Smartsheet Resource ManagementBrowse all Smartsheet Resource Management triggers, actions, and integrations.

Autotask PSA + Smartsheet Resource Management Integration

Frequently asked questions

How do I connect Autotask PSA and Smartsheet Resource Management?

What can I automate between Autotask PSA and Smartsheet Resource Management?

Can Autotask PSA trigger actions in Smartsheet Resource Management, and Smartsheet Resource Management in Autotask PSA?

Do I need to write code to integrate Autotask PSA and Smartsheet Resource Management?

Explore Autotask PSA and Smartsheet Resource Management, or get started

Autotask PSA + Smartsheet Resource Management Integration

Frequently asked questions

How do I connect Autotask PSA and Smartsheet Resource Management?

What can I automate between Autotask PSA and Smartsheet Resource Management?

Can Autotask PSA trigger actions in Smartsheet Resource Management, and Smartsheet Resource Management in Autotask PSA?

Do I need to write code to integrate Autotask PSA and Smartsheet Resource Management?

Explore Autotask PSA and Smartsheet Resource Management, or get started