Autotask + PostgreSQL Integrations

Appy Pie Connect allows you to automate multiple workflows between Autotask and PostgreSQL

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About PostgreSQL

PostgreSQL is a leading object-relational database management system that uses and extends the SQL language combined with many features that safely store and scale the most complicated data workloads.

PostgreSQL Integrations
PostgreSQL Alternatives

Connect the apps you use everyday and find your productivity super-powers.


Best Autotask and PostgreSQL Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts
    When this happens...
    Autotask New Contact
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Microsoft Dynamics CRM

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}}
    When this happens...
    Autotask {{item.triggerTitle}}
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Autotask + PostgreSQL in easier way

It's easy to connect Autotask + PostgreSQL without coding knowledge. Start creating your own business flow.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Column

    Triggered when you add a new column.

  • New Row

    Triggered when you add a new row.

  • New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

  • Create Account

    Creates an account.

  • Create Contact

    Creates a contact.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Update Ticket

    Updates a ticket.

  • Create Row

    Adds a new row.

  • Update Row

    Updates an existing row.

How Autotask & PostgreSQL Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select PostgreSQL as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate PostgreSQL with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and PostgreSQL

Autotask Corporation is a software company that specializes in creating business management software for the automotive industry. The company was founded in 1985 with the goal of streamlining the communication between the service and sales departments of an auto dealership. Over the years, Autotask has expanded its product line to include software used by other industries as well as several software development tools. One of Autotask's products is Autotask PSA, a cloud-based platform that is used by small businesses for automating business processes and managing their operations. Autotask PSA includes modules for accounting, CRM, sales, service management, marketing automation, inventory, and reporting.Autotask PSA is built on PostgreSQL, an open source relational database management system (RDBMS. which runs on Linux, Windows, and Mac OS X. PostgreSQL is popular among organizations that want to have control over their databases and are not comfortable with licensing restrictions imposed by commercial RDBMS vendors. It is reliable, scalable, and comes with multiple language bindings. PostgreSQL is also widely used in high-performance database applications such as signal processing and statistical modelling.Autotask Corporation introduced Autotask PSA version 10 in 2017 with support for Microsoft Azure infrastructure. This release included integration with PostgreSQL, which was intended to help users manage data locally when using Autotask PSA on Microsoft Azure.Autotask Corporation also develops Autotask High Availability (HA), a tool that uses PostgreSQL for high availability and disaster recovery.

    Integration of Autotask and PostgreSQL

As stated earlier, Autotask introduced Autotask PSA version 10 in 2017 with support for Microsoft Azure infrastructure. What's noteworthy about this release is its integration with PostgreSQL. This integration helps customers who deploy Autotask PSA on Microsoft Azure to avoid the risks of relying solely on Microsoft SQL Server or Azure SQL Database. Autotask recommends deploying Autotask PSA on Microsoft Azure using PostgreSQL instead of SQL Server or Azure SQL Database in order to achieve an enterprise-class solution at lower cost and with greater flexibility.The following diagram shows how Autotask integrates with PostgreSQL:PostgreSQL will be installed on each Autotask server that needs to connect to a single database cluster. This server will then connect to the database cluster through port 5433. Each Autotask server must have a PostgreSQL user account created for it before it can connect to the database cluster. In order to create a PostgreSQL user account for an Autotask server, the user must log into the server as root or administrator and add the following line to /etc/postgresql/10/main/pg_hba.conf . host all all 0 .0 .0 .0 / 0 md5 The above line should be added outside any existing "host" block under the "[pg_hba]" heading. After adding this line to pg_hba.conf , the user should save the file and restart the PostgreSQL service for the change to take effect. Note that after making this change, remote connections will be allowed only from localhost and via TCP/IP port 5433.Autotask PSA stores its data in /var/lib/psa/data by default. Autotask suggests installing PostgreSQL binaries in /opt/postgresql/10/bin on each Autotask server where PostgreSQL will be installed. The installation directory should be shared across servers so that each server can access the shared directory from its local disks. Each server will then access its own instance of PostgreSQL by using this shared directory. Once this directory is shared across servers, Autotask can copy its data directory from one server to another using rsync -avz /var/lib/psa/data <destination> . Each server should also have a public IP address assigned to it so that other servers can connect to it using TCP/IP port 5432. AutoTask recommends creating a master-slave database cluster where each slave connects to a master instance of PostgreSQL over TCP/IP port 5433 using SSL encryption (requires installing PostgreSQL client libraries on each Autotask server.Autotask recommends configuring 2 GB of RAM for each instance of PostgreSQL running on Microsoft Azure virtual machines with Premium Storage. If you are using Standard Storage or running PostgreSQL instances on non-virtual hardware, you can reduce the memory requirement to 512 MB per instance. The following diagram shows how much memory was allocated for each component when running an instance of Autotask PSA on Microsoft Azure using a 4 GB virtual machine:

    Benefits of Integration of Autotask and PostgreSQL

Autotask's integration with PostgreSQL helps companies achieve the following benefits:Cost reduction – Companies save money by using PostgreSQL instead of commercial RDBMS vendors' products that may require hefty licensing fees. Flexibility – Companies gain flexibility because they can use any compatible database server while maintaining data integrity across platforms. Scalability – Companies can grow their database infrastructure without having to invest in additional licenses or additional hardware if they decide to migrate from a smaller database cluster to a bigger one. Reliability – Companies enjoy enhanced reliability because they can run their databases in-house rather than relying on cloud hosting providers' services.As we have seen, Autotask's integration with PostgreSQL improves the reliability and scalability of applications deployed on Microsoft Azure infrastructure while reducing costs and improving flexibility. I hope you enjoyed this post! Don't forget to subscribe if you don't want to miss new posts!

The process to integrate Autotask and PostgreSQL may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.