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Autotask

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

Actions524

Company Note → Get

AI-generated

Overview

This node operation retrieves a specific Company Note from the Autotask PSA system. It is useful for scenarios where you need to fetch detailed information about a particular note associated with a company, such as for review, reporting, or further processing within an automation workflow.

Use Case Examples

  1. Fetch a company note by its ID to display its content in a dashboard.
  2. Retrieve company note details to include in a customer service report.

Properties

Name Meaning
Add Picklist Labels Whether to automatically add "_label" fields for picklist fields with human-readable values (no labels will be added for empty values). This helps in making the data more readable by including descriptive labels alongside raw values.
Add Reference Labels Whether to automatically add "_label" fields for reference fields with human-readable values (no labels will be added for empty values). This enhances readability by including descriptive labels for reference fields.
Select Columns Names or IDs. Choose which fields to include in the response. If no fields are selected, all fields will be returned. The ID field is always included regardless of selection. This allows for customizing the data returned to include only relevant fields.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each object. When enabled, user-defined fields (UDFs) will be accessible as top-level properties instead of being nested in the userDefinedFields array.
Note ID The ID of the company note to retrieve. This is a required field to specify which note to get.

Output

JSON

  • id - The unique identifier of the company note.
  • title - The title or subject of the company note.
  • description - The detailed content or body of the company note.
  • createdDate - The date and time when the note was created.
  • modifiedDate - The date and time when the note was last modified.
  • userDefinedFields - An array of user-defined fields associated with the note, if any.
  • _label fields - Additional fields with human-readable labels for picklist and reference fields, if enabled in the input properties.

Dependencies

  • An API key credential for Autotask PSA REST API authentication

Troubleshooting

  • Ensure the Note ID is correctly specified and exists in the Autotask system to avoid 'not found' errors.
  • If labels are not appearing as expected, verify that the 'Add Picklist Labels' and 'Add Reference Labels' options are enabled.
  • Check API credentials and permissions if the node fails to authenticate or retrieve data.
  • If user-defined fields are not accessible as expected, check the 'Flatten User-Defined Fields' option setting.

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