Autotask icon

Autotask

Interact with Kaseya's Autotask PSA REST API to manage companies, tickets, contracts, and more.

Actions524

Company Note → Count (Advanced)

AI-generated

Overview

This node operation performs an advanced count query on Company Notes within the Autotask PSA system. It allows users to specify a complex filter using a JSON string that contains an array of query criteria according to the Autotask API. This is useful for scenarios where users need to count Company Notes that meet specific, detailed conditions, such as filtering notes by date ranges, authors, or content keywords.

Use Case Examples

  1. Count the number of Company Notes created in the last month.
  2. Count Company Notes associated with a particular company or user.
  3. Count notes that contain specific keywords or meet multiple filter criteria.

Properties

Name Meaning
Advanced Filter A JSON string containing a "filter" array with Autotask API query criteria to specify which Company Notes to count.

Output

JSON

  • count - The total number of Company Notes matching the advanced filter criteria.

Dependencies

  • Requires an API key credential for Autotask PSA REST API authentication.

Troubleshooting

  • Ensure the Advanced Filter JSON string is correctly formatted and follows the Autotask API filter structure to avoid query errors.
  • If the node returns an error, verify that the API credentials are valid and have sufficient permissions to access Company Notes.
  • Check the Autotask API documentation for correct field names and filter syntax when constructing the Advanced Filter.

Links

Discussion