STEP 1
Connect Autotask PSA and WorkflowMax
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 WorkflowMax Integration
Keep Autotask PSA and WorkflowMax in sync by integrating their events and actions. When project management events happen in Autotask PSA, update the WorkflowMax automatically - without any line of code in visual workflow builder.
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Learn about Autotask PSA and WorkflowMax
Detailed info you need to know about Autotask PSA and WorkflowMax 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]
WorkflowMax
Job and project management for professional services — create and track jobs, tasks, quotes, leads, clients, suppliers and purchase orders; post timesheets and costs; pull invoices, payments and capacity planning. Note: WorkflowMax API V2 does not support invoice/quote creation, note editing or job-phase endpoints — use the WorkflowMax product UI for those. [6]
How to connect Autotask PSA to WorkflowMax
Set up your Autotask PSA and WorkflowMax integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and WorkflowMax 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 WorkflowMax. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and WorkflowMax work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and WorkflowMax 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.
WorkflowMax triggersAutotask PSA actions
WorkflowMax modules
- Add Clients to Client GroupAdds one or more existing clients to a client group.
- Add Contact to ClientLinks an existing client contact to a client. The contact must already exist — create it first with Create Client Contact.
- Add Job Templates to JobApplies one or more job templates to an existing job.
- Add Staff to JobAssigns a staff member to a job, optionally with a custom billable rate.
- Create ClientCreates a new client with contact, billing and tax details.
- Create Client ContactCreates a new client contact, optionally linked to one or more clients.
- Create Client GroupCreates a new client group, optionally seeded with member clients.
- Create CostCreates a new cost item in the account settings, available for use on quotes, jobs and purchase orders.
- Create Custom FieldCreates a new custom field definition in your WorkflowMax organisation.
- Create JobCreates a new job for a client.
- Create Job CostRecords a cost against a job.
- Create Job NoteAdds a note to a job.
- Create Job QuoteCreates a new quote on an existing job — either from the job's master quote, or built up from the job's own tasks and costs.
- Create Job TaskAdds a task to a job.
- Create LeadCreates a new lead — for capturing sales opportunities from external CRMs, web forms or other lead-generation tools. Only available when the account is subscribed to the lead module.
- Create Purchase OrderCreates a new purchase order, linking one or more jobs and their costs.
- Create Purchase Order BillCreates a new bill linked to a specific purchase order, recording supplier invoice information.
- Create Purchase Order Stock ReceiptAdds a stock receipt to a purchase order to document quantities of goods received from a supplier.
- Create QuoteCreates a new quote or estimate for a client — a standalone quote, not tied to an existing job. Use Create Job Quote instead to add a quote to an existing job.
- Create Quote CostAdds a cost line item to an existing quote — either an existing cost from the cost admin, or a one-off cost typed on the fly.
- Create StaffCreates a new staff member, with optional role, custom task-rate and historic-rate overrides.
- Create SupplierCreates a new supplier record, storing business name, contact information, and payment details.
- Create Supplier ContactCreates a new contact and associates it with the specified supplier.
- Create TaskCreates a new task in the account settings, with optional per-client, per-staff and historic billable-rate overrides.
- Create TimesheetCreates a new timesheet entry logging time against a job task for a staff member.
- Delete ClientPermanently deletes a client.
- Delete Client ContactPermanently deletes a client contact.
- Delete Client Contact LinkRemoves the link between a client and a contact.
- Delete Client GroupPermanently deletes a client group. Member clients themselves are not deleted.
- Delete CostDeletes a cost item from the account settings.
- Delete Custom RatesDeletes a custom billing rate override, identified by customRateType plus the matching staff/client/task ids (and, for historic rates, the applied-up-to date).
- Delete JobDeletes a job.
- Delete Job StaffRemoves a staff member from a job.
- Delete Job TaskDeletes a task from a job.
- Delete Purchase OrderPermanently deletes a purchase order.
- Delete SupplierPermanently deletes a supplier. This may impact related purchase orders or cost records — use with caution.
- Delete Supplier ContactPermanently deletes a supplier contact from its associated supplier record.
- Delete TaskDeletes a task from the account settings.
- Delete TimesheetDeletes a timesheet entry.
- Get AccountsFetches chart-of-accounts codes from your WorkflowMax organisation (income and expense account codes — not organisations).
- Get Business StructuresFetches the business structures (entities/divisions) defined in your WorkflowMax organisation.
- Get Capacity PlanRetrieves capacity plan entries — planned minutes per staff member, job and job task over a date range. Supports filtering by staff, job, job task and date range, with page/pageSize/sort/order paging.
- Get ClientRetrieves a single client by its unique identifier, including addresses, contacts, billing details, client groups, relationships, notes, documents and custom fields.
- Get Client ContactRetrieves a single client contact by its unique identifier.
- Get Client DocumentsRetrieves the documents attached to a client — title, filename, size, note, phase and download URL. Use to list or sync files stored against a client.
- Get Client GroupRetrieves a single client group by its unique identifier.
- Get Client GroupsFetches a list of client groups in the account.
- Get ClientsFetches a list of clients in the account, including basic details such as name, client UUID, and key contact information. Supports filtering and pagination.
- Get Client TypesFetches the client types (billing/markup categories) defined in your WorkflowMax organisation.
- Get CostRetrieves a single cost item by its unique identifier.
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 WorkflowMax 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 WorkflowMax.
Connect your Autotask PSA and WorkflowMax 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 WorkflowMax's "Watch Clients" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); WorkflowMax has 121 actions (including Add Clients to Client Group, Add Contact to Client, and Add Job Templates to Job). 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-WorkflowMax 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 WorkflowMax) 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 + WorkflowMax 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 WorkflowMax integration.
- Autotask PSA and WorkflowMax integration source code, module specs and credentials implementation.
- Our Autotask PSA and WorkflowMax integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and WorkflowMax — 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
- WorkflowMax integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library