STEP 1
Connect Autotask PSA and Wekan
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 Wekan Integration
Keep Autotask PSA and Wekan in sync by integrating their events and actions. When project management events happen in Autotask PSA, update the Wekan automatically - without any line of code in visual workflow builder.
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Learn about Autotask PSA and Wekan
Detailed info you need to know about Autotask PSA and Wekan 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 Wekan
Set up your Autotask PSA and Wekan integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Wekan 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 Wekan. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Wekan work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Wekan 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.
Wekan triggersAutotask PSA actions
Wekan modules
- Acknowledge Problem StreamMarks every current problem in a stream as seen.
- Add Board DomainShares a board with every user of an email domain.
- Add Board MemberAdds a user to a board with the chosen role.
- Add Card AssigneeAssigns a board member to a card.
- Add Card MemberAdds a board member to a card.
- Add Dropdown ItemsAdds options to a dropdown custom field.
- Add Integration ActivitiesAdds activity types to an outgoing webhook integration.
- Add or Remove Labels on CardsAdds and removes labels on up to 500 cards of a board in one call.
- Archive CardMoves an open card to the board archive.
- Copy Attachment to CardCopies an attachment to another card as a new attachment.
- Copy BoardCopies a board with its lists, swimlanes and cards into a new board.
- Copy CardCopies a card to a list on the same or another board.
- Copy ListCopies a list with its cards to the same or another board.
- Copy SwimlaneCopies a swimlane with its lists and cards to the same or another board.
- Create BoardCreates a new board with a default swimlane, owned by the connected user.
- Create CardCreates a new card in a list, or a linked card that mirrors an existing card.
- Create Card DependencyAdds a dependency line from one card to another card on the same board.
- Create Cards in BulkCreates up to 500 cards in a list in one call.
- Create ChecklistCreates a checklist on a card, optionally with items.
- Create Checklist ItemAdds an item to a checklist.
- Create CommentAdds a comment to a card as the connected user.
- Create Custom FieldCreates a custom field on a board.
- Create ListCreates a new list on a board.
- Create RuleAdds an automation rule that runs an action when a board event happens.
- Create SwimlaneCreates a new swimlane on a board.
- Create UserCreates a new user account.
- Delete AttachmentDeletes an attachment by its ID; it can still be restored from the board.
- Delete BoardPermanently deletes a board.
- Delete CardPermanently deletes a card.
- Delete Card DependencyRemoves a dependency line between two cards.
- Delete Cards in BulkPermanently deletes up to 500 cards of a board in one call.
- Delete ChecklistDeletes a checklist and its items from a card.
- Delete Checklist ItemDeletes an item from a checklist.
- Delete CommentDeletes a comment from a card.
- Delete Custom FieldDeletes a custom field from a board.
- Delete Dropdown ItemRemoves an option from a dropdown custom field.
- Delete ListDeletes a list and its cards, which can be restored from the board trash.
- Delete RuleDeletes an automation rule with its trigger and action.
- Delete SwimlaneDeletes a swimlane from a board.
- Delete UserPermanently deletes a user account.
- Download AttachmentReturns an attachment with its file contents as Base64 text.
- Download Board BackgroundReturns the background image of a board with its contents as Base64 text.
- Export AttachmentReturns an attachment with its file contents as Base64 text.
- Export Board CalendarExports the card dates of a board as an iCalendar feed.
- Export Board to Another Tool FormatExports a board in the JSON format of another tool such as Trello, Jira or GitHub.
- Export Board to CSVExports the cards of a board as CSV or TSV text.
- Export Board to ExcelExports a board as an Excel workbook file.
- Export Board to JSONExports a board with its lists, cards, comments, rules and attachments as JSON.
- Export Board to KanboardExports a board as Kanboard JSON with its columns and tasks.
- Export Board to PDFExports a board with its lists and cards as a PDF file.
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 ProjectsRetrieves a list of projects.
- List Project TasksRetrieves a list of tasks for a project.
- 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 Wekan 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 Wekan.
Connect your Autotask PSA and Wekan 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 Wekan's "Watch Board Activity" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Wekan has 149 actions (including Acknowledge Problem Stream, Add Board Domain, and Add Board 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-Wekan 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 Wekan) 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 + Wekan 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 Wekan integration.
- Autotask PSA and Wekan integration source code, module specs and credentials implementation.
- Our Autotask PSA and Wekan integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Wekan — 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
- Wekan integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library