Does Autotask PSA integrate with Quoter?
Sync depth, webhook support, known API limits and setup order for the Autotask PSA + Quoter pairing.
Compatibility index
86/100
Native quote write-back (Verified)
Native integration
API depth: grades B / BMulti-tenancy: 4/5 and 4/5Webhook events: supported both sides
Data flow diagram
How records move between the two systems once the integration is enabled.
AU
Autotask PSA
PSA
API B
AlertsAutotask PSA Quoter
Devices / assetsAutotask PSA Quoter
TicketsQuoter Autotask PSA
Time & billingQuoter Autotask PSA
QU
Quoter
Billing & CPQ
API B
Integration checklist
- Bidirectional ticket / alert sync
Alerts raise tickets and status changes flow back without middleware.
- Asset / device mapping
Devices match to client records automatically after the initial mapping pass.
- Alert escalation rules
Severity maps to priority and on-call routing rules travel with the alert.
- Billing reconciliation
Seat counts reconcile to invoices automatically each cycle.
- Webhook / event support
Both sides expose event webhooks (API grades B and B).
Common bottlenecks & caveats
- Seat minimums apply (Autotask PSA: 1, Quoter: none) — small tenants pay for unused units.
- Field mapping is not retroactive: records created before the integration is enabled usually need a one-time backfill.