STEP 1
Connect Autotask PSA and Trello
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 Trello Integration
Keep Autotask PSA and Trello in sync by integrating their events and actions. When project management events happen in Autotask PSA, update the Trello automatically - without any line of code in visual workflow builder.
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Learn about Autotask PSA and Trello
Detailed info you need to know about Autotask PSA and Trello 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 Trello
Set up your Autotask PSA and Trello integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Trello 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 Trello. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Trello work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Trello 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.
Trello triggersAutotask PSA actions
Trello modules
- Add a Board MemberAdd a member to the board.
- Add Card LabelAdd a label to a card.
- Add Card MemberAdd a member to a card.
- Archive All Cards in ListArchive all cards in a list.
- Comment on a CardAdd a new comment to a card.
- Create a BoardCreates a new board.
- Create a Board Email KeyCreates a board email key.
- Create a Board LabelCreates a board label.
- Create a Board ListCreates a board list.
- Create a Board TagCreates a board tag.
- Create a CardCreates a new card.
- Create a Card AttachmentCreate an attachment to a card.
- Create a ChecklistCreate a new checklist for a card.
- Create an Organization WorkspaceCreate a new organization workspace.
- Create Checkitem on ChecklistCreate a new checkitem on checklist.
- Delete a BoardDeletes a board.
- Delete a CardDeletes a card.
- Delete a Card AttachmentDeletes a card attachment.
- Delete a LabelDelete a label by ID.
- Delete an ActionDelete a specific action. Only comment actions can be deleted.
- Delete an Organization WorkspaceDeletes an organization workspace.
- Delete Checkitem on ChecklistRemove an item from a checklist.
- Get a BoardRequest a single board.
- Get a CardRequest a single board.
- Get a Card AttachmentGet a specific attachment on a card.
- Get a ChecklistRequest a single board.
- Get a LabelRetrieves a label.
- Get a ListRetrieves a list.
- Get a MemberGet a detailed information about a single member.
- Get an ActionRequest a single action.
- Get an Organization WorkspaceRequest a single organization workspace.
- Get Checkitem on ChecklistRequest a single checkitem on checklist.
- Invite Board MemberInvites board member.
- List Board ActionsReturns list of action of a board.
- List Board CardsReturns list of cards of a board.
- List Board ChecklistsReturns list of checklists of a board.
- List Board Custom FieldsReturns list of custom fields of a board.
- List Board LabelsReturns list of labels of a board.
- List Board MembersReturns list of the members for a board.
- List Board MembershipsReturns list of memberships of a board.
- List Board StarsReturns list of stars of a board.
- List Card AttachmentsList the attachments on a card.
- List Check ItemsReturns list of checkitems on checklist.
- List Filter Board CardsReturns list of cards of a board with madatory filters applied.
- Make an API CallPerform an arbitrary authorized API request.
- Mark Board as ViewedMark a board as viewed.
- Move All Cards in ListMoves all cards in list.
- Move List to BoardMoves list to board.
- Remove a Board MemberRemove a member to the board.
- Remove Card LabelRemove a label from a card.
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 Trello 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 Trello.
Connect your Autotask PSA and Trello 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 Trello's "Watch Actions" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Trello has 62 actions (including Add a Board Member, Add Card Label, and Add Card Member). 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-Trello 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 Trello) 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 + Trello 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 Trello integration.
- Autotask PSA and Trello integration source code, module specs and credentials implementation.
- Our Autotask PSA and Trello integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Trello — 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
- Trello integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library