STEP 1
Connect Autotask PSA and Taskade
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 Taskade Integration
Build project management integration workflows between Autotask PSA and Taskade applications in 3 simple steps. Pick an action inside Autotask PSA, then subsequent action inside Taskade, map fields once and automation will run exactly how you set it in visual builder.
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Learn about Autotask PSA and Taskade
Detailed info you need to know about Autotask PSA and Taskade 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 Taskade
Set up your Autotask PSA and Taskade integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Taskade 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 Taskade. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Taskade work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Taskade 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.
Autotask PSA actionsTaskade actions
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.
Taskade modules
- Complete a TaskCompletes an existing task by id.
- Copy a ProjectCreates a copy of existing project.
- Create a TaskCreates a new task in existing project.
- Delete a TaskDeletes an existing task by id.
- Delete a Task DateDeletes task dates.
- Enable a Project Share LinkEnables a share link for an existing project.
- Get a Project Share LinkRetrieves a share link for an existing project.
- Get a TaskRetrieves an existing task by id.
- List Project TasksRetrieves a list of tasks for an existing project.
- List Projects in a FolderRetrieves a list of projects in a specified folder.
- List Workspace FoldersRetrieves a list of folders in a workspace.
- List Workspace ProjectsRetrieves a list of projects in a workspace.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a Task DateUpdates a start and end date on an existing task.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Autotask PSA and Taskade 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 Taskade.
Connect your Autotask PSA and Taskade accounts once, pick an action in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: use Autotask PSA's "Add Ticket Note" action to perform Taskade's "Complete a Task" action. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Taskade has 14 actions (including Complete a Task, Copy a Project, and Create a Task). Add filters and transforms between steps when you need them. [1]
Yes — pick an action in either app, then an action in the other, and map the fields between them. [2]
No. Autotask PSA-to-Taskade 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 Taskade) 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 + Taskade 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 Taskade integration.
- Autotask PSA and Taskade integration source code, module specs and credentials implementation.
- Our Autotask PSA and Taskade integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Taskade — 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
- Taskade integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library