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Autotask

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

Actions524

Company Note → Update

AI-generated

Overview

This node operation updates an existing Company Note in Kaseya's Autotask PSA system. It is useful for scenarios where you need to modify details of a company note, such as updating the content or metadata associated with the note. For example, a user might update a note to reflect new information about a company or correct previous entries.

Use Case Examples

  1. Updating a company note to add additional comments or correct information.
  2. Modifying the note's fields to reflect changes in company status or interactions.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation.
Impersonation Resource ID Optional resource ID to impersonate for write requests. Leave blank to write as 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 Fields to map and update on the company note. This defines which note properties will be changed.
Note ID The ID of the company note to update.

Output

JSON

  • id - The unique identifier of the updated company note.
  • fields - The updated fields of the company note as per the input mapping.

Dependencies

  • An API key credential for Kaseya's Autotask PSA REST API is required to authenticate and perform the update operation.

Troubleshooting

  • If the note ID is invalid or not found, the node will throw an error indicating the note cannot be updated.
  • If impersonation is used and denied, the operation can optionally retry without impersonation if configured.
  • Errors related to API authentication or permissions will prevent the update operation from succeeding. Verify credentials and permissions.

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