Autotask icon

Autotask

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

Actions524

Company Note → Create

AI-generated

Overview

This node operation creates a new Company Note in Kaseya's Autotask PSA system. It is useful for adding notes or comments related to a company record within Autotask, which can help in tracking communications, updates, or important information about the company.

Use Case Examples

  1. Creating a note to document a recent phone call with a client company.
  2. Adding internal comments or reminders related to a company for team collaboration.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation without making actual changes.
Impersonation Resource ID Optional resource ID to impersonate for write requests. If set, the operation writes as the impersonated user instead of the credential user.
Proceed Without Impersonation If Denied Whether to retry denied impersonated writes once without impersonation and proceed as the API user. Only applies when Impersonation Resource ID is set.
Fields The fields to map for the Company Note creation. This includes the data to be sent in the create request, such as note content and related metadata.

Output

JSON

  • id - The unique identifier of the created Company Note.
  • content - The content or text of the created note.
  • companyId - The identifier of the company to which the note is attached.
  • createdDate - The date and time when the note was created.

Dependencies

  • Kaseya Autotask PSA REST API

Troubleshooting

  • Ensure API credentials are correctly configured and have permissions to create company notes.
  • If impersonation is used, verify the impersonation resource ID is valid and the user has write permissions.
  • Dry Run mode returns request details without creating a note; disable it to perform actual creation.
  • Common errors include authentication failures, permission denied, or invalid field mappings. Check error messages for details.

Links

Discussion