STEP 1
Connect Autotask PSA and Smartsheet Resource Management
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 Resource Management Integration
Autotask PSA
Smartsheet Resource Management
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Build project management workflows between Autotask PSA and Smartsheet Resource Management 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 Smartsheet Resource Management
Detailed info you need to know about Autotask PSA and Smartsheet Resource Management 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 Resource Management
Plan projects, assignments, time entries, users, and bill rates in Smartsheet Resource Management. [6]
How to connect Autotask PSA to Smartsheet Resource Management
Set up your Autotask PSA and Smartsheet Resource Management 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 Resource Management 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 Resource Management. 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 Resource Management work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Smartsheet Resource Management 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 Resource Management triggersAutotask PSA actions
Smartsheet Resource Management modules
- Create a Budget ItemAdd a budget item to the specified project or phase.
- Create a Custom FieldCreate a new custom field on the account.
- Create a ProjectCreate a new Resource Management project.
- Create a Project AssignmentAssign a user to a specific project.
- Create a Project PhaseAdd a new phase to an existing project.
- Create a Project Time EntryLog a new time entry against a project.
- Create a UserAdd a new user to the Resource Management account.
- Create a User AssignmentAssign a user to an assignable.
- Create a User Time EntryLog a new time entry for a specific user.
- Create an ApprovalSubmit a new time-entry or expense approval record.
- Create an AssignmentCreate a new assignment on an assignable.
- Create an AvailabilityAdd a new availability time block to a user's profile.
- Create API TokenIssue an additional API token for the organization.
- Delete a Budget ItemRemove the matching project or phase budget item.
- Delete a Custom FieldRemove the custom field that matches the given id.
- Delete a ProjectRemove the matching project.
- Delete a Project AssignmentRemove the matching project assignment.
- Delete a Project PhaseRemove the matching project phase.
- Delete a UserRemove the matching user from the account.
- Delete a User AssignmentRemove the matching user assignment.
- Delete a User Time EntryRemove an existing user time entry.
- Delete an ApprovalDelete a pending approval record.
- Delete an AssignmentRemove the assignment that matches the given id.
- Delete an AvailabilityRemove an availability block from a user's profile.
- Delete API TokenRevoke the specified API token.
- Get a Budget ItemReturn the matching project or phase budget item.
- Get a Custom FieldReturn the custom field that matches the given id.
- Get a ProjectReturn the matching project or phase by id.
- Get a Project AssignmentReturn the matching project assignment.
- Get a Project Time EntryReturn a single time entry for a project by id.
- Get a Time EntryReturn a single time entry by id.
- Get a UserReturn the user that matches the given id.
- Get a User AssignmentReturn the matching user assignment by id.
- Get a User Time EntryReturn a single time entry for a user by id.
- Get an AssignableReturn the assignable that matches the given id.
- Get an AssignmentReturn the assignment that matches the given id.
- Get an AvailabilityReturn a single availability time block by id.
- List API TokensReturn every API token issued for the organization.
- List ApprovalsReturn submitted time-entry and expense approvals for the organization.
- List AssignablesReturn the assignables the connected account can access.
- List AssignmentsReturn the assignments the connected account can access.
- List AvailabilitiesReturn a paginated list of availability time blocks for a user.
- List Bill RatesReturn the bill rates the connected account can access.
- List Budget ItemsReturn project or phase budget items of the specified type.
- List Custom FieldsReturn the custom fields the connected account can access.
- List Project AssignmentsReturn the assignments on the matching project.
- List Project Bill RatesReturn the bill rates for the matching project.
- List Project MembersReturn the members of the matching project.
- List Project PhasesReturn the phases of the matching project.
- List ProjectsReturn the projects the connected account can access.
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 Resource Management 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 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. [3]
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 a Project). 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 Resource Management 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 Resource Management) 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 Resource Management 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 Resource Management integration.
- Autotask PSA and Smartsheet Resource Management integration source code, module specs and credentials implementation.
- Our Autotask PSA and Smartsheet Resource Management integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Smartsheet Resource Management — 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 Resource Management integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library