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Autotask

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

Actions524

Company Note → Get Many

AI-generated

Overview

This node operation retrieves multiple company notes from the Autotask PSA system. It is useful for scenarios where you need to fetch a list of notes associated with companies, such as for reporting, auditing, or integration purposes. For example, you might use this operation to get all notes related to a specific company or to retrieve recent notes for review.

Use Case Examples

  1. Fetch all company notes for a given company to display in a dashboard.
  2. Retrieve the latest 10 company notes for auditing purposes.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit.
Max Records Maximum number of company note records to return, between 1 and 500.
Add Picklist Labels Whether to automatically add human-readable labels for picklist fields in the output.
Add Reference Labels Whether to automatically add human-readable labels for reference fields in the output.
Select Columns Names or IDs Choose which fields to include in the response. If none selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each object instead of nested in an array.

Output

JSON

  • id - Unique identifier of the company note.
  • title - Title or subject of the company note.
  • note - Content or body of the company note.
  • createdDate - Date and time when the note was created.
  • modifiedDate - Date and time when the note was last modified.
  • userDefinedFields - Array of user-defined fields associated with the note, if not flattened.
  • picklistLabels - Human-readable labels for picklist fields, if enabled.
  • referenceLabels - Human-readable labels for reference fields, if enabled.

Dependencies

  • An API key credential for Autotask PSA REST API

Troubleshooting

  • Ensure the API credentials are correctly configured and have sufficient permissions to access company notes.
  • If the node returns no data, verify that there are company notes available and that any filters or limits are set correctly.
  • Errors related to rate limits may occur; ensure the API usage complies with Autotask's rate limits and retry accordingly.

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