STEP 1
Connect Autotask PSA and UpKeep
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 UpKeep Integration
Connect Autotask PSA and UpKeep 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Autotask PSA and UpKeep
Detailed info you need to know about Autotask PSA and UpKeep 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 UpKeep
Set up your Autotask PSA and UpKeep integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and UpKeep 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 UpKeep. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and UpKeep work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and UpKeep 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.
UpKeep triggersAutotask PSA actions
UpKeep modules
- Add Location Access for a UserAdds location access for a specific user.
- Add User to a TeamAdds a user to a specified team.
- Assign a Team to a Work OrderAssigns a team to a work order in the system.
- Assign Additional Workers to a Work OrderAssigns additional workers to a specific work order.
- Assign User to an AssetAssigns a user to an asset specified in the system.
- Cancel a RequestCancels a specific request in the system.
- Create a CustomerCreates a new customer in the system.
- Create a FileCreates a file on the specified service or platform.
- Create a Purchase OrderCreates a purchase order in the system.
- Create a RequestCreates a new request in the system.
- Create a TeamCreates a new team within the service.
- Create a UserCreates a user in the system with the specified details.
- Create a VendorCreates a new vendor in the system.
- Create a Work OrderCreates a new work order in the system.
- Create an AssetCreates an asset in the system.
- Delete a Custom Field from a Purchase OrderDeletes a custom field from a specified purchase order.
- Delete a Purchase OrderDeletes a specific purchase order from the system.
- Delete a Specific RequestDeletes a specific request from the service.
- Delete a TeamDeletes a specific team based on the provided identifier.
- Delete a Work OrderDeletes a specific work order from the system.
- Delete an AssetDeletes a specific asset from the service.
- Get a Custom FieldRetrieves a custom field for a specific purchase order.
- Get a CustomerRetrieves information about a specific customer.
- Get a FileRetrieves a file by its ID.
- Get a Purchase OrderRetrieves a specific purchase order by its ID.
- Get a Specific AssetRetrieves a specific asset by its ID.
- Get a Specific RequestRetrieves detailed information for a specific request using its unique identifier.
- Get a Specific UserRetrieves the information of a specific user using their ID or other unique identifiers.
- Get a TeamRetrieves information about a specific team using its unique identifier.
- Get a VendorRetrieves details of a specific vendor by ID.
- Get a Work OrderRetrieves a specific work order based on the provided criteria.
- Get All TeamsRetrieves all teams from the service.
- Get CustomersRetrieves all customers from the service.
- Get Purchase OrdersRetrieves all purchase orders from the service.
- Get Users for a Specific TeamRetrieves all users for a specific team.
- List All UsersRetrieves a list of all users in the system.
- List AssetsRetrieves a list of all assets.
- List FilesLists all files available in the service.
- List RequestsRetrieves all requests from the service.
- List VendorsRetrieves all vendors from the service.
- List Work OrdersLists all work orders from the service.
- Make an API CallPerforms an arbitrary call to any API endpoint.
- Partially Fulfill a Purchase OrderPartially fulfills a purchase order with the available stock.
- Remove a User from a Specific TeamRemoves a user from a specific team.
- Remove Additional Workers from a Work OrderRemoves additional workers from a work order.
- Remove an Assigned Team from a Work OrderRemoves an assigned team from a work order.
- Update a Custom Field for a Purchase OrderUpdates a custom field for a specific purchase order.
- Update a CustomerUpdates a customer's details in the system.
- Update a Message for a Specific Purchase OrderUpdates a message for a specific purchase order.
- Update a Purchase OrderUpdates a specific purchase order in the service.
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 UpKeep 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 UpKeep.
Connect your Autotask PSA and UpKeep 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 UpKeep's "Watch Assets" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); UpKeep has 56 actions (including Add Location Access for a User, Add User to a Team, and Assign a Team to a Work Order). 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-UpKeep 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 UpKeep) 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 + UpKeep 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 UpKeep integration.
- Autotask PSA and UpKeep integration source code, module specs and credentials implementation.
- Our Autotask PSA and UpKeep integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and UpKeep — 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
- UpKeep integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library